Truelytics selected SkyView Partners as its exclusive lending partner. Visa to pay $5.3 billion to buy fintech startup Plaid. Envestnet and Dynasty Financial Partners are launching Advisor Services Exchange. Independent Financial Partners becomes a Galileo Money+ banking partner. Keatley Wealth Management has merged with Modera Wealth Management. Apex Clearing integrated with Singapore-based global provider of digital wealth technology Bambu. Cerity Partners merged with New York-based wealth management firm EMM Wealth. Flourish announced a partnership with Buckingham Strategic Wealth.
Truelytics, a B-to-B Enterprise SaaS company, announced that it has selected SkyView Partners as its exclusive lending partner. The partnership will benefit financial advisory and wealth management firms on Truelytics’ Advisor Transition Management platform, which helps firms improve mission-critical ‘transition-driven’ business processes like recruitment, practice improvement, business valuation, and succession management.
Find details here.
Visa Inc said it agreed to buy privately held software startup Plaid Inc in a $5.3 billion deal that will boost the payments giant’s access to the booming financial technology space.
Find details here.
Envestnet announced it is joining forces with Dynasty Financial Partners to launch the Advisor Services Exchange (ASx), which will offer financial advisors using Envestnet’s platforms an enhanced set of tools and services to help build and grow their businesses.
Find details here.
IFP, a full-service broker-dealer, registered investment adviser and insurance agency, announced that its more than 200 affiliated financial advisors across the U.S. will now be able to offer high-interest, FDIC-insured bank accounts to their customers through Galileo Money+.
Find details here.
Keatley Wealth Management, an independent, fee-only financial advisory firm located in Charlotte, NC, has joined Modera Wealth Management. The merger was official as of January 1, 2020.
Find details here.
Apex Clearing, the custody and clearing engine powering the future of wealth management, is now fully integrated with Singapore-based global provider of digital wealth technology Bambu – a move that will further revolutionize digital investing for consumers.
Find details here.
Cerity Partners, one of the nation’s leading independent financial advisory firms, announced that it has merged with New York-based wealth management firm EMM Wealth. With this merger, Cerity Partners now manages approximately $26 billion in assets.
Find details here.
Flourish, a platform for financial advisors, announced a partnership with Buckingham Strategic Wealth to offer Flourish Cash as a cash management option for Buckingham’s advisors and their clients. Clients of Buckingham Strategic Wealth now have access to a competitive variable rate on their cash, high levels of FDIC coverage through Flourish Cash’s Program Banks, and a modern and streamlined user experience.
Find details here.
