fbpx

Personal Capital raised $50 million in a Series F funding. Fidelity plans March launch of its Bitcoin custody service. 55ip’s investment strategy engine is now available on the CircleBlack platform.  iCapital Network is recognized as Top Fintech Firm by Forbes. Active Allocator announces highlights of business milestones met in 2018. The T3 conference highlighted best-in-class digital strategies.

Personal Capital

Personal Capital, a leading digital wealth management company, announced that it has raised $50 million in a Series F funding round led by IGM Financial Inc., the largest investor and member of the Power Financial Corporation group of companies, at a higher valuation than prior rounds.

Find more info here.

Active Allocator

Active Allocator announces highlights of business milestones met in 2018. FinTech extends digital asset allocation and portfolio construction product, adds emerging markets capabilities, enhances investment research.

Find more info here.

55ip

55ip, an investment strategy engine that enables advisers to automate and custom-build investment strategies using quantitative capabilities, is now available on CircleBlack, a multi-aggregation wealth management platform.

Find more info here.

iCapital Network

iCapital Network, a leading financial technology platform that is improving access and efficiency in the alternative investment industry, announced it has been named to the 2019 Forbes Fintech 50 list, highlights the top 50 innovative financial technology companies that are transforming finance through technology.

Find more info here.

Fidelity Investments

Fidelity Investments is targeting a March launch date for its Bitcoin custody service, according to three people with knowledge of the matter, as the mutual-fund giant moves forward with a plan that could help ease fears of trading cryptocurrencies.

Find more info here.

T3 Conference

Top tech rollouts, trends from T3. From new cloud-based ventures to the latest software for estate planning and retirement tools, the conference highlighted best-in-class digital strategies.

Find more info here.

WealthTech Weekly July 8, 2022

WealthTech Weekly July 8, 2022

Welcome to the news highlights of the week. Sadly, this will be our last dispatch at WealthTech Club. However, we don’t say goodbye — you can follow us on our…

WealthTech Weekly June 24, 2022

WealthTech Weekly June 24, 2022

Welcome to the news highlights of this week.  What’s going on: Advisor Group inks a remarkable deal, National Securities faces a $9M fine, Nomura and Instinet unwrap a state-of-the-art platform,…

WealthTech Weekly June 17, 2022

WealthTech Weekly June 17, 2022

What’s going on: Morgan Stanley puts to use impressive $460b to dominate wealth management, Upvest closes one of the biggest German Fintech funding rounds, The Lang Cat presents its MPS…

WealthTech Weekly June 10, 2022

WealthTech Weekly June 10, 2022

What’s going on: Wealthtech Lumiant nets $3M, Photon Commerce inks a collaboration with Identifee, Monty Finance entrenches in all European markets, Rauva aims for 20M users in the Mediterranean, Stuart…

WealthTech Weekly June 3, 2022

WealthTech Weekly June 3, 2022

Get in sync with bold moves, unexpected partnerships, and latest trends in Wealthtech. This week our spotlight is on Worldline, M1 Finance, iCapital, Fidelity, LevelField, AdvisorEngine, Pix, and data storage…

WealthTech Weekly May 27, 2022

WealthTech Weekly May 27, 2022

What happened: Klarna announced a 10% layoff due to market challenges, Saphyre added 38 new AI patents, Revolut Business launched a new suit for better team spending management, Fluid Attacks…

WealthTech Weekly May 20, 2022

WealthTech Weekly May 20, 2022

What happened: Mastercard blessed card owners with “smile to pay” payment option, Current kicked off a platform for embedding finserve solutions, Amount and LendIt Fintech research results highlighted tight competition…

WealthTech Weekly May 13, 2022

WealthTech Weekly May 13, 2022

Welcome to the news highlights of the last few weeks. Let’s get in sync with the WealthTech world. What happened this week: Solidus Labs welcomes $45M, Thoma Bravo eyes Temenos,…