Skip to content

WealthTech Weekly: July 29, 2022

Welcome to the news highlights of this week.

What’s going on: Envestnet picks the head of its ESG office and firms its integration with Docupace, TIFIN Wealth partners with Chalice Network, Atram teams up with additiv, InvestCloud joins forces with Dutch Rabobank, and Moonfare goes UAE as BlackRock’s rebranding raises questions. Let’s zoom in on it.

Big names, new names

Ron Ransom will consolidate Envestnet’s ESG efforts as Group Head of ESG. The newly appointed exec said that the new corporate framework would serve the benefit of all the company's stakeholders.

Read more here.


Docupace has entered a new stage of integration with Envestnet. The goal is to bring the advisory account opening process to the next level of ease.

Read more here.


TIFIN Wealth teams up with Chalice, a professional network of advisors. By gearing up its advisor folk with its investment and marketing solutions at a discount, TIFIN will expand in the community of 60,000+ users.

Read more here.


Atram, the Philippines’ largest wealth manager, partners with additiv to power personalization with its orchestration engine.

Read more here.

Is it ETL or personalization that you need a hand with?
We can do much more.
Learn how

InvestCloud’s tech will make personalized life plans accessible at Dutch Rabobank. New options will be accessible to both retail and private clients.

Read more here.


German platform Moonfare expands into UAE, one of the most exuberant private capital spots, to reach local individual investors.

Read more here.

The question

How much of ESG is in ESG funds? This question enters headlines as the media spotlight BlackRock’s repetitive fund rebranding. Careful inspection reveals that oil and gas somehow still spill into the sustainable stakes.

Read more here.

Up for reading materials on Wealthtech that are not news? Check out more articles below.

Put problems out of your engineering challenges.
Let's discuss

We bring more than news 

INSART is a Fintech engineering partner who gets to the core and polishes every detail when developing Fintech solutions, integrating the best of traditions into innovations.

  • We assemble dedicated teams for Fintech projects and manage them long-term. 
  • A thorough understanding of financial concepts helps our developers build best-in-class gear. 
  • By fostering a culture of financial literacy across the company, we make our team grow professionally and improve their financial well-being. 

Fact: our expertise saves you at least 25% of the time compared to teams inexperienced in the business domain area. Contact Vasyl Soloshchuk or schedule a call with one of our tech experts to learn more. See you on the innovation side!


Svietoslava Myloradovych avatar
Svietoslava Myloradovych
Content fairy. Verbing around the brightest moments in Fintech for INSART.
Start sending Signals to us! Send us your expert opinions and become our Fintech Expert
Become A Member

Latest Articles