fbpx

Panoramix, an innovative advisor technology platform, announced a technology integration with FeeX, a leading fintech solution that allows advisors to trade, manage, and bill on held away accounts through a single platform without triggering custody. ETX Capital Launches Zero-Commission Stock CFD Trading. Cetera Financial Group, and its private equity parent company Genstar, announced that it has completed its acquisition of the assets within the independent financial planning channel of Voya Financial Advisors. MassMutual licenses Advisor360° software to thousands of advisors. Broadridge Financial Solutions, Inc., a global Fintech leader, announced that it has acquired AdvisorStream, a leading provider of digital engagement and marketing solutions for the global wealth and insurance industries. Galileo, the API standard for card issuing and digital banking, owned and operated independently by SoFi Technologies, Inc. announced it has named technology and innovation leader Derek White as its new chief executive officer. PNC completes $11.6 billion acquisition of BBVA, announces Alabama leadership. Thrivent Financial has hired Carolyn Armitage, former managing director at investment bank and RIA consulting firm Echelon Partners, as the new head of Thrivent Advisor Network, the firm’s hybrid independent advisor platform. Foreside Financial Group, LLC, a provider of governance, risk management, and compliance service and technology offerings to clients in the global asset and wealth management industry, announced the acquisition of the compliance consulting practice of Golden Bear Consulting Group, LLC , a boutique regulatory compliance consulting firm based in Newport Beach, California.

feex-logo_trans (1)

Panoramix, an innovative advisor technology platform, announced a technology integration with FeeX, a leading fintech solution that allows advisors to trade, manage, and bill on held away accounts through a single platform without triggering custody.

Find details here.

ETX Capital

ETX Capital Launches Zero-Commission Stock CFD Trading.

Find details here.

cetera

Cetera Financial Group, and its private equity parent company Genstar, announced that it has completed its acquisition of the assets within the independent financial planning channel of Voya Financial Advisors.

Find details here.

MassMutual

MassMutual licenses Advisor360° software to thousands of advisors.

Find details here.

advisorstream

Broadridge Financial Solutions, Inc., a global Fintech leader, announced that it has acquired AdvisorStream, a leading provider of digital engagement and marketing solutions for the global wealth and insurance industries. 

Find details here.

Galileo

Galileo, the API standard for card issuing and digital banking, owned and operated independently by SoFi Technologies, Inc. announced it has named technology and innovation leader Derek White as its new chief executive officer.

Find details here.

PNC

PNC completes $11.6 billion acquisition of BBVA, announces Alabama leadership.

Find details here.

thrivent-financial-logo

Thrivent Financial has hired Carolyn Armitage, former managing director at investment bank and RIA consulting firm Echelon Partners, as the new head of Thrivent Advisor Network, the firm’s hybrid independent advisor platform.

Find details here.

Foreside

Foreside Financial Group, LLC, a provider of governance, risk management, and compliance service and technology offerings to clients in the global asset and wealth management industry, announced the acquisition of the compliance consulting practice of Golden Bear Consulting Group, LLC , a boutique regulatory compliance consulting firm based in Newport Beach, California.

Find details here.

Guide: How can an embedded lending solution grow?

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 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 12, 2021

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…

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. 

WealthTech Weekly June 28, 2021

WealthTech Weekly June 28, 2021

Mercer Advisors Acquires AFI Wealth Strategies. SmartAsset, a marketplace that connects consumers to financial advisors, announced that it has raised $110 million in a Series D round of funding. Chalice Network partners…

WealthTech Weekly June 21, 2021

WealthTech Weekly June 21, 2021

Addepar, which makes software to track investment performance, has raised $150 million from D1 Capital Partners. Orion rolls out the first tech tool that incorporates its merger with Brinker Capital and…

WealthTech Weekly June 7, 2021

WealthTech Weekly June 7, 2021

Digital alternative investing platform Yieldstreet has raised $100 million in a Series C funding round led by Tarsadia Investments. EveryAction announced that it has acquired Salsa Labs, one of the largest…