benjamin announced the release of a ground-breaking industry research report on the benefits that accrue by deploying an AI-driven Business Support System (BuSS). Pollinate announced it has closed a $50 million Series C funding round, led by Insight Partners. ForwardLane announced the launch of the Industry Advisory Board (“IAB”) with data and analytics executive leader Ashish Braganza. Santa Monica-based wealth manager Abacus Wealth Partners has acquired San Francisco-based financial planner Robasciotti & Philipson. Capital markets low code vendor Genesis snags $45 million in new funding. Bellwether announced that it has hired Greg Fink as Managing Director and Head of Business Development. Opportunity Financial announced that it has been selected as the winner of the “Best Consumer Lending Company” award in the fifth annual FinTech Breakthrough Awards. WealthSource acquires RIA SurePath to help build marketing, practice management programs for advisors. Smarsh announced the launch of three applications to the Zoom App Marketplace.
benjamin, the only business support system driven by AI and specifically designed for the wealth management industry, announced the release of a ground-breaking industry research report on the economic and human capital benefits that accrue by deploying an AI-driven Business Support System (BuSS).
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Pollinate, the global software business that partners with banks to help them deepen and extend relationships with their business customers, announced it has closed a $50 million Series C funding round, led by Insight Partners, the global venture capital and private equity firm.
Find details here.
ForwardLane, the award-winning wealthtech insight automation platform that delivers personalized client insights for wealth and asset managers, announced the launch of the Industry Advisory Board (“IAB”) with data and analytics executive leader Ashish Braganza.
Find details here.
Santa Monica-based wealth manager Abacus Wealth Partners has acquired San Francisco-based financial planner Robasciotti & Philipson.
Find details here.
Capital markets low code vendor Genesis snags $45 million in new funding.
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Bellwether Asset Management, Inc. (“Bellwether”) announced that it has hired Greg Fink as Managing Director and Head of Business Development. In his new role, Mr. Fink will be responsible for expanding the Bellwether client base throughout the real estate industry and beyond as the company continues to evolve its customizable and scalable asset management platform designed to capture, drive and sustain value.
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Opportunity Financial, LLC (“OppFi“), a leading financial technology platform that powers banks to help the everyday consumer gain access to credit, announced that it has been selected as the winner of the “Best Consumer Lending Company” award in the fifth annual FinTech Breakthrough Awards.
Find details here.
WealthSource Acquires RIA SurePath to Help Build Marketing, Practice Management Programs for Advisors.
Find details here.
Smarsh, enabling organizations to manage the risk and uncover the value within their electronic communications, announced the launch of three applications to the Zoom App Marketplace.
Find details here.
