fbpx

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.

 

Invent

 

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

Find details here.

AG

Advisor Group adds Kimmell from RBC to Head Business Development.

Find details here.

AssetMark

 

AssetMark closes on the acquisition of Voyant.

Find details here.

LifeYield

 

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

Find details here.

 

Captrust

 

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.

joyn insurance

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.

dacota WM

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.

Guide: How to find new growth Opportunities for SMB digital lenders

About INSART

INSART is a Fintech engineering partner with outstanding knowledge and experience in developing Fintech solutions, assembling dedicated teams for Fintech projects, and managing them in a long-term perspective. We teach our developers financial concepts and foster a culture of financial literacy and well-being across the company. Our expertise saves you at least 25% time comparing to teams inexperienced in the business domain area. Contact Vasyl Soloshchuk to learn details. Visit site. INSART is a leading partner of WealthTech Club.

WealthTech Weekly May 27, 2022

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…

WealthTech Weekly May 20, 2022

WealthTech Weekly May 20, 2022

What happened: Mastercard blessed card owners with “smile to pay” payment option, Current kicked off a platform for embedding finserve solutions, Amount and LendIt Fintech research results highlighted tight competition…

WealthTech Weekly May 13, 2022

WealthTech Weekly May 13, 2022

Welcome to the news highlights of the last few weeks. Let’s get in sync with the WealthTech world. What happened this week: Solidus Labs welcomes $45M, Thoma Bravo eyes Temenos,…

WealthTech Weekly Apr 29, 2022

WealthTech Weekly Apr 29, 2022

Why has Apple acquired a UK Fintech, Tangany's and Udaan's funding rounds, Zopa hits profitability, and “Juice funds.”

WealthTech Weekly August 2, 2021

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.

WealthTech Weekly July 26, 2021

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,…

WealthTech Weekly July 19, 2021

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,…

WealthTech Weekly July 5, 2021

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.