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 with Marketing 360® to bring powerful business management and marketing software to their members. Nationwide expands relationship with AllianceBernstein. d1g1t Inc., the first provider of an enterprise wealth management platform powered by institutional-grade analytics and risk management tools, announced it has closed a new fundraising round worth $16 million (CAD). Kovack Securities Selects Entreda To Provide Industry-leading Cybersecurity Compliance Platform To Financial Advisors And Registered Representatives. Refinitiv launches a platform for wealth management firms and their active trader customers. 

Mercer Advisors Acquires AFI Wealth Strategies.

Find details here.

SmartAsset, a marketplace that connects consumers to financial advisors, announced that it has raised $110 million in a Series D round of funding. 

Find details here.

Chalice Network partners with Marketing 360® to bring powerful business management and marketing software to their members.

Find details here.

Nationwide expands relationship with AllianceBernstein.

Find details here.

d1g1t Inc., the first provider of an enterprise wealth management platform powered by institutional-grade analytics and risk management tools, announced it has closed a new fundraising round worth $16 million (CAD).

Find details here.

Kovack Securities Selects Entreda To Provide Industry-leading Cybersecurity Compliance Platform To Financial Advisors And Registered Representatives. 

Find details here.

Refinitiv launches a platform for wealth management firms and their active trader customers. 

Find details here.

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