M1 Finance raised $33 million on a Series B round. DriveWealth partners with Winvesta Ltd, which operates in India and the U.S. AdvisorPeak partners with FinMason to offer AdvisorPeak users portfolio and security-level investment analytics. Act Analytics integrates with SS&C Advent’s Black Diamond® Wealth Platform. GeoWealth adds a suite of PIMCO fixed income model portfolios to its TAMP platform. FA Match launches FA Match 2.0, a recruitment technology via Advisor MatchTM. Riskalyze postpones its annual Fearless Investing Summit until October 2021. Chalice Network adds three new members to the Chalice Advisory Board.
GeoWealth, a financial technology and turnkey asset management platform (TAMP), announced the addition of a suite of PIMCO fixed income model portfolios to its next-generation turnkey asset management platform.
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Riskalyze announced the postponement of its annual Fearless Investing Summit, which was to take place in Palm Springs, CA this September. The event will now take place in October of 2021.
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DriveWealth, LLC, a U.S. based leader in global digital trading technology, announced a partnership with Winvesta Ltd, a newly launched UK-based global investment platform with operations in India and the U.S.
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Act Analytics, an innovative ESG-based investment analytics technology platform, announced a new technology integration with SS&C Advent’s Black Diamond® Wealth Platform to help advisors better manage Environmental, Social and Governance (ESG) portfolios for their clients.
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Chicago fintech startup M1 Finance, which is giving people a new way to invest their money, has spent much of the pandemic fundraising and recently closed on a Series B round. The startup announced that it raised $33 million from investors such as Left Lane Capital, Jump Capital, Clocktower Technology Ventures and other existing M1 Finance backers.
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FA Match, the industry’s only data-driven solution for advisor recruiting, announced the official launch of FA Match 2.0, the next evolution of its digital-hybrid recruitment technology. With this new version comes enhanced tech features via Advisor MatchTM, and new one-on-one coaching offerings through FA Match Propel – both aimed at connecting experienced advisors with financial services firms equipped to help them thrive.
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Chalice Network, an online member-based digital marketplace for independent, small and mid-sized businesses that provides exclusive access to business, technology and client-service solutions, announced the addition of three new members to the Chalice Advisory Board. Joining will be Ron Fiske, David Maola, and Patrick Hughes, and with them they bring endless experience which will elevate the mission of the Chalice Advisory Board.
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AdvisorPeak announced a partnership with FinMason, a fintech firm and investment analytics provider, offering AdvisorPeak users world-class portfolio and security-level investment analytics as part of the trading and rebalancing platform.
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