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 social security optimizer to InsurMark’s advisor growth platform. Captrust, an independent registered investment advisor headquartered in Raleigh, announced July 8 it acquired Nachman Norwood & Parrott (NNP) Wealth Management in Greenville. Insurance technology company Joyn Insurance announced a strategic insurance partnership and investment from insurance and reinsurance company SiriusPoint Ltd. The businesses will work together to transform small and mid-market US commercial insurance through digital technology, data analytics, and automation. Dakota Wealth Management, an independent investment management firm serving high-net-worth individuals and families, has entered into an agreement to acquire Persimmon Capital Management, a boutique wealth advisory firm managing approximately $260 million in Blue Bell, PA.

Douglas Elliman introduces new industry leading agent portal built on the INVENT cloud-native platform.

Find details here.

Advisor Group adds Kimmell from RBC to Head Business Development.

Find details here.

AssetMark closes on the acquisition of Voyant.

Find details here.

LifeYield connects social security optimizer to InsurMark’s advisor growth platform.

Find details here.

Captrust, an independent registered investment advisor headquartered in Raleigh, announced July 8 it acquired Nachman Norwood & Parrott (NNP) Wealth Management in Greenville.

Find details here.

Insurance technology company Joyn Insurance announced a strategic insurance partnership and investment from insurance and reinsurance company SiriusPoint Ltd. The businesses will work together to transform small and mid-market US commercial insurance through digital technology, data analytics, and automation.

Find details here.

Dakota Wealth Management, an independent investment management firm serving high-net-worth individuals and families, has entered into an agreement to acquire Persimmon Capital Management, a boutique wealth advisory firm managing approximately $260 million in Blue Bell, PA.

Find details here.

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