Additional Tamarac services to the users of PortfolioCenter after Envestnet | Tamarac® acquires it. LifeYield’s asset location technology will be available to Mercer Advisors’ 40 regional offices and centralized investment team.
Vestwell Holdings raised $30 million in Series B funding.
Envestnet | Tamarac® has announced details of the options available to independent registered investment advisers (RIAs) currently using PortfolioCenter®, with the close of their acquisition of PortfolioCenter. Current PortfolioCenter firms will be able to continue using PortfolioCenter with the opportunity to integrate additional Tamarac services into their systems to create a more holistic view of their clients’ financial wellness.
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Vestwell Holdings, a fintech company competing in retirement and payroll solutions, announced Tuesday it raised $30 million in Series B funding to support investments in technology and client services.
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LifeYield, LLC, a leading cloud-based solution that facilitates tax-smart, risk-smart management of a client’s household portfolio, announced the beginning of a new relationship with Mercer Advisors, a rapidly growing comprehensive wealth management firm. The relationship will make LifeYield’s asset location technology available to Mercer Advisors’ 40 regional offices and centralized investment team.
Find details here.
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