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Expert Interviews
10 June 2021

Eric Poirier

Eric Poirier is CEO of Addepar, a wealth management…

by INSART

4 Questions with Eric Poirier, CEO of Addepar

Addepar is a wealth management platform for investment advisors specializing in data aggregation, analytics, and portfolio reporting. It is the financial operating system used to bring common sense and ethical,…
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Research and Analysis
12 May 2021

Bambu: Building a Startup Is Like Being Thrown out of a Plane Without a Parachute

Bambu develops digital wealth management solutions for financial institutions that help their users save and invest for the future.
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Research and Analysis
6 May 2021

d1g1t: Financial Advisors Continue to Be Irreplaceable

d1g1t provides an enterprise wealth management platform powered by institutional-grade analytics & risk management tools that enables firms to elevate the quality of advice & demonstrate its value to clients.
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WealthTech Weekly
3 May 2021

WealthTech Weekly May 3, 2021

by INSART

WealthTech Weekly May 3, 2021

CogniCor announced the launch of three new digital assistant modules. Andes Wealth Technologies announced the release of an integrated, comprehensive, and powerful client onboarding and communication platform. 
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Research and Analysis
27 April 2021

ForwardLane: Innovators and Investors Have an Acute Interest in Technologies

ForwardLane is a B2B cognitive finance company that builds enterprise-scale strategic AI solutions for private wealth management, asset management and insurance.
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WealthTech Weekly
26 April 2021

WealthTech Weekly April 26, 2021

by INSART

WealthTech Weekly April 26, 2021

CircleBlack has teamed up with Robertson Stephens in the launch its wealth management digital hub. Sequoia Financial Group and WEALTHSTONE ADVISORS announced they have entered into a definitive agreement to merge their…
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WealthTech Weekly
19 April 2021

WealthTech Weekly April 19, 2021

by INSART

WealthTech Weekly April 19, 2021

GCF Valuation announced the launch of FinVal. Skience appointed Chris Zuczek to the newly-created role of Chief Product Officer. Retail investing surged in Q1 according to new data released from DriveWealth. 
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Research and Analysis
13 April 2021

Kingswood U.S.: The Script Has Flipped – Advisors Ask to Offer More Varied Investment Strategies

A network of wealth management firms that oversees more than $2.1 billion in client assets.
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WealthTech Weekly
12 April 2021

WealthTech Weekly April 12, 2021

by INSART

WealthTech Weekly April 12, 2021

Lifeworks Advisors launched a new thought leadership video podcast series – The Future of Advice™. Acorns has acquired Pillar, an AI-powered startup. Apella Capital announced that Calandra Financial has joined the firm.
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WealthTech Weekly
5 April 2021

WealthTech Weekly April 5, 2021

by INSART

WealthTech Weekly April 5, 2021

DriveWealth announced a partnership with Plaid via one API integration. AlphaTrAI announced that Bruce Lavine has been named President, Asset Management. MAI Capital will acquire Ownership Advisors Inc. (OAI). BrightPlan closed a $9.5 million…
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