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Envestnet selected as investment manager for Sallus Retirement’s pooled employer plan. ServiceMax acquired LiquidFrameworks – operation management company to expand its field service management portfolio. Mariner Wealth Advisors will absorb Steve Lockshin’s registered investment advisory firm AdvicePeriod. Chalice Network™ Partners with the Financial Planning Association (FPA) to Bring Members Much Needed Access to a Robust Digital Marketplace. State Farm selects Intelliflo to give agents a new, easy-to-use digital wealth platform to expand financial advice services. Wells Fargo, Goldman Sachs and Morgan Stanley have joined a $70 million Series C funding round for workplace savings and investing platform Vestwell. Empower buys Prudential Retirement assets for $3.55B. insightsoftware acquires CALUMO.

 

envestnet

 

Envestnet selected as investment manager for Sallus Retirement’s pooled employer plan. 

Find details here.

servicemax

ServiceMax acquired LiquidFrameworks – operation management company to expand its field service management portfolio.

Find details here.

mariner WA

Mariner Wealth Advisors will absorb Steve Lockshin’s registered investment advisory firm AdvicePeriod. 

Find details here.

 

chalice

 

Chalice Network™ Partners with the Financial Planning Association (FPA) to Bring Members Much Needed Access to a Robust Digital Marketplace. 

Find details here.

intelliflo

 

State Farm selects Intelliflo to give agents a new, easy-to-use digital wealth platform to expand financial advice services.

Find details here.

vestwell

 

Wells Fargo, Goldman Sachs and Morgan Stanley have joined a $70 million Series C funding round for workplace savings and investing platform Vestwell.

Find details here.

empower

Empower buys Prudential Retirement assets for $3.55B. 

Find details here.

insightsoftware

insightsoftware acquires CALUMO.

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 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 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 12, 2021

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WealthTech Weekly July 5, 2021

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WealthTech Weekly June 28, 2021

WealthTech Weekly June 28, 2021

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WealthTech Weekly June 21, 2021

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WealthTech Weekly June 14, 2021

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WealthTech Weekly June 7, 2021

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