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. SEI  announced it has extended its contract with UK wealth manager Netwealth Investments Limited for a further five years. Savant Wealth Management expands to Michigan. JPMorgan Chase has agreed to buy OpenInvest, a San Francisco-based start-up backed by Andreessen Horowitz and founded by former Bridgewater Associates employees. Brighton Securities announces the acquisition of Worth Considering, and the creation of Brighton Securities Capital Management.

Marstone announces close of $5 million series A funding.

Find details here.

CircleBlack launches major upgrade to wealth management platform.

Find details here.

Northern Trust launches alternative asset servicing digitization initiative.

Find details here.

Kestra launches new division under ex-United Capital CIO.

Find details here.

SEI  announced it has extended its contract with UK wealth manager Netwealth Investments Limited for a further five years.

Find details here.

Savant Wealth Management expands to Michigan.

Find details here.

JPMorgan Chase has agreed to buy OpenInvest, a San Francisco-based start-up backed by Andreessen Horowitz and founded by former Bridgewater Associates employees.

Find details here.

Brighton Securities announces the acquisition of Worth Considering, and the creation of Brighton Securities Capital Management.

Find details here.

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.