Demand Wealth received an undisclosed seven figure investment from FinTech Private Equity firm Niche Investment Partners LLC. iCapital Network announced that they had closed a $146 million financing round. Registrar Corp announced its acquisition of Vinca, LLC. Envestnet has entered into a strategic partnership with Compliance Solutions Strategies. Allianz Global Investors joined Oranj’s model marketplace for financial advisors. Entreda delivers its Endpoint Monitoring and Remediation suite of solutions on a complimentary basis for the first month of use to financial advisors and wealth management firms. Snappy Kraken announced it had curbed its pricing and fees. InvestCloud announced Taryn Balthazar as EVP, Head of Distribution Asia Pacific and Australia.
Entreda, the leading developer of integrated cybersecurity software and solutions for the wealth management industry, announced the delivery of its award-winning Endpoint Monitoring and Remediation suite of solutions on a complimentary basis for the first month of use to financial advisors and wealth management firms that are already using the company’s services.
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In an open letter to financial advisors and wealthtech firms, digital marketing firm Snappy Kraken announced it had curbed its pricing and fees. Snappy Kraken’s CEO Robert Sofia said he hopes waiving setup fees and lowering prices will aid advisors who have an assets-under-management compensation model.
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Demand Wealth received an undisclosed seven figure investment from FinTech Private Equity firm Niche Investment Partners LLC. Providing investors with an alternative to broad or often misleading investment portfolios, the Demand Wealth platform promotes transparency and respect for every American’s voice; allowing clients to invest according to their political, religious, and ethical convictions along with specialized portfolios designed for specific life stages (e.g. newlyweds, divorce or family death).
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Los Angeles-based InvestCloud, a global digital wealth management solutions provider, has announced Taryn Balthazar as EVP, Head of Distribution Asia Pacific and Australia as the firm looks to scale up its presence and delivery capabilities in APAC. The move is designed to support product delivery and development of closer relationships with key clients and partners across the region.
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Envestnet has entered into a strategic partnership with Compliance Solutions Strategies (CSS) to offer a comprehensive, fully customizable Form CRS software solution for registered investment advisers (RIAs) and broker-dealers to Envestnet clients.
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Allianz Global Investors joined Oranj’s model marketplace for financial advisors, adding active asset management to the growing wealth management technology platform. Active asset manager AllianzGI has more than 790 investment professionals in 25 offices globally and manages $608 billion in assets for individuals, families and institutions, the companies said.
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Registrar Corp, a leading provider of U.S. Food and Drug Administration (FDA) compliance services, announced its acquisition of Vinca, LLC . Vinca has provided online training for food safety management systems since 2001. Registrar is a portfolio company of Bertram Capital. Terms of the transaction were not disclosed.
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Financial technology platform company iCapital Network announced that they had closed a $146 million financing round. The iCapital platform helps advisors that need easy to use technology-enabled investment processes that help to incorporate alternative assets into their portfolios.
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