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WealthTech Weekly
27 May 2022

WealthTech Weekly May 27, 2022

by INSART

WealthTech Weekly May 27, 2022

What happened: Klarna announced a 10% layoff due to market challenges, Saphyre added 38 new AI patents, Revolut Business launched a new suit for better team spending management, Fluid Attacks…
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WealthTech Weekly
2 August 2021

WealthTech Weekly August 2, 2021

by INSART

WealthTech Weekly August 2, 2021

iCapital receives $4 billion valuation after latest fundraising round. AdvisorEngine hires Raj Madan as Chief Information Officer. All-in-one software provider, Advyzon, announces A Series of integrations with BNY Mellon’s pershing.
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WealthTech Weekly
26 July 2021

WealthTech Weekly July 26, 2021

by INSART

WealthTech Weekly July 26, 2021

Daloopa announced that it has closed $20 million in Series A financing to accelerate its AI-driven data extraction offerings for financial institutions. Vanguard, which has $7.9tn worth of assets under management,…
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WealthTech Weekly
19 July 2021

WealthTech Weekly July 19, 2021

by INSART

WealthTech Weekly July 19, 2021

Daloopa announced that it has closed $20 million in Series A financing to accelerate its AI-driven data extraction offerings for financial institutions. Vanguard, which has $7.9tn worth of assets under management,…
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WealthTech Weekly
12 July 2021

WealthTech Weekly July 12, 2021

by INSART

WealthTech Weekly July 12, 2021

Douglas Elliman Introduces New Industry Leading Agent Portal Built on the INVENT Cloud-Native Platform. Advisor Group adds Kimmell from RBC to Head Business Development. AssetMark closes on the acquisition of Voyant. LifeYield connects…
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WealthTech Weekly
5 July 2021

WealthTech Weekly July 5, 2021

by INSART

WealthTech Weekly July 5, 2021

Marstone announces close of $5 million series A funding. CircleBlack launches major upgrade to wealth management platform. Northern Trust launches alternative asset servicing digitization initiative. Kestra launches new division under ex-United Capital CIO. 
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WealthTech Weekly
29 June 2021

WealthTech Weekly June 28, 2021

by INSART

WealthTech Weekly June 28, 2021

Mercer Advisors Acquires AFI Wealth Strategies. SmartAsset, a marketplace that connects consumers to financial advisors, announced that it has raised $110 million in a Series D round of funding. Chalice Network partners…
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WealthTech Weekly
22 June 2021

WealthTech Weekly June 21, 2021

by INSART

WealthTech Weekly June 21, 2021

Addepar, which makes software to track investment performance, has raised $150 million from D1 Capital Partners. Orion rolls out the first tech tool that incorporates its merger with Brinker Capital and…
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WealthTech Weekly
14 June 2021

WealthTech Weekly June 14, 2021

by INSART

WealthTech Weekly June 14, 2021

Panoramix, an innovative advisor technology platform, announced a technology integration with FeeX, a leading fintech solution that allows advisors to trade, manage, and bill on held away accounts through a…
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WealthTech Weekly
7 June 2021

WealthTech Weekly June 7, 2021

by INSART

WealthTech Weekly June 7, 2021

Digital alternative investing platform Yieldstreet has raised $100 million in a Series C funding round led by Tarsadia Investments. EveryAction announced that it has acquired Salsa Labs, one of the largest…
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