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, announced that it had agreed to buy Just Invest, a California-based wealth management boutique that has developed a customisable, direct indexing offer. Cairngorm Capital acquires robo-adviser and wealth manager to launch new digital firm. Liberty Tax selects Xero as preferred cloud accounting platform. Kukun, the leader in property data and predictive analytics for home renovations, announces that SoFi will be adding the new Kukun Digital Cost Estimator into the SoFi app via Relay, SoFi’s personal financial management tool. M1 Finance raises $150m. Qualtrics launches new tool to help businesses design hybrid work plans. Bambu acquires investment management technology provider Tradesocio to accelerate global growth.

Daloopa announced that it has closed $20 million in Series A financing to accelerate its AI-driven data extraction offerings for financial institutions.

Find details here.

Vanguard, which has $7.9tn worth of assets under management, announced that it had agreed to buy Just Invest, a California-based wealth management boutique that has developed a customisable, direct indexing offer.

Find details here.

Cairngorm Capital acquires robo-adviser and wealth manager to launch new digital firm.

Find details here.

Liberty Tax selects Xero as preferred cloud accounting platform.

Find details here.

Kukun, the leader in property data and predictive analytics for home renovations, announces that SoFi will be adding the new Kukun Digital Cost Estimator into the SoFi app via Relay, SoFi’s personal financial management tool.

Find details here.

M1 Finance raises $150m.

Find details here.

Qualtrics launches new tool to help businesses design hybrid work plans.

Find details here.

Bambu acquires investment management technology provider Tradesocio to accelerate global growth.

Find details here.

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