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, which makes software to track investment performance, has raised $150 million from D1 Capital Partners.
Find details here.
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 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, 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 analytics integrated with BlackRock’s Aladdin platform.
Find details here.
US banking giant JP Morgan has acquired London wealthtech Nutmeg as it looks to continue its expansion in the UK.
Find details here.
MVB Bank, Inc. announced the formation of a new wholly-owned subsidiary, MVB Edge Ventures.
Find details here.
