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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 its acquisition of risk management software HiddenLevers. The tool helps firms understand investors’ emotional reactions to market volatility. QED Investors, a leading global boutique venture capital firm focused on investing in disruptive financial services companies, announced today that it has hired Chuckie Reddy as a partner to focus on growth-stage investments. Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and RightCapital, the next-generation financial planning tool that provides advisors with the ability to create custom, comprehensive financial plans, have enhanced their integration which will immediately provide financial advisors seamless access between the two industry-leading tools. Cassini analytics integrated with BlackRock’s Aladdin platform. US banking giant JP Morgan has acquired London wealthtech Nutmeg as it looks to continue its expansion in the UK. MVB Bank, Inc. announced the formation of a new wholly-owned subsidiary, MVB Edge Ventures. 

addepar

Addepar, which makes software to track investment performance, has raised $150 million from D1 Capital Partners.

Find details here.

orion

Orion rolls out the first tech tool that incorporates its merger with Brinker Capital and its acquisition of risk management software HiddenLevers. The tool helps firms understand investors’ emotional reactions to market volatility.

Find details here.

QED

QED Investors, a leading global boutique venture capital firm focused on investing in disruptive financial services companies, announced today that it has hired Chuckie Reddy as a partner to focus on growth-stage investments.

Find details here.

riskalyze

Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and RightCapital, the next-generation financial planning tool that provides advisors with the ability to create custom, comprehensive financial plans, have enhanced their integration which will immediately provide financial advisors seamless access between the two industry-leading tools. 

Find details here.

Cassini

Cassini analytics integrated with BlackRock’s Aladdin platform.

Find details here.

nutmeg

US banking giant JP Morgan has acquired London wealthtech Nutmeg as it looks to continue its expansion in the UK.

Find details here.

MVB

MVB Bank, Inc. announced the formation of a new wholly-owned subsidiary, MVB Edge Ventures.

Find details here.

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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 14, 2021

WealthTech Weekly June 14, 2021

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…

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…