fbpx

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

 

Mercer Advisors Acquires AFI Wealth Strategies.

Find details here.

 

smart asset

 

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

 

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

Find details here.

Nationwide

Nationwide expands relationship with AllianceBernstein.

Find details here.

d1g1t

 

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.

entreda

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

Find details here.

 

Refinitiv

 

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

Find details here.

Guide: How to find new growth Opportunities for SMB digital lenders

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 July 8, 2022

WealthTech Weekly July 8, 2022

Welcome to the news highlights of the week. Sadly, this will be our last dispatch at WealthTech Club. However, we don’t say goodbye — you can follow us on our…

WealthTech Weekly June 24, 2022

WealthTech Weekly June 24, 2022

Welcome to the news highlights of this week.  What’s going on: Advisor Group inks a remarkable deal, National Securities faces a $9M fine, Nomura and Instinet unwrap a state-of-the-art platform,…

WealthTech Weekly June 17, 2022

WealthTech Weekly June 17, 2022

What’s going on: Morgan Stanley puts to use impressive $460b to dominate wealth management, Upvest closes one of the biggest German Fintech funding rounds, The Lang Cat presents its MPS…

WealthTech Weekly June 10, 2022

WealthTech Weekly June 10, 2022

What’s going on: Wealthtech Lumiant nets $3M, Photon Commerce inks a collaboration with Identifee, Monty Finance entrenches in all European markets, Rauva aims for 20M users in the Mediterranean, Stuart…

WealthTech Weekly June 3, 2022

WealthTech Weekly June 3, 2022

Get in sync with bold moves, unexpected partnerships, and latest trends in Wealthtech. This week our spotlight is on Worldline, M1 Finance, iCapital, Fidelity, LevelField, AdvisorEngine, Pix, and data storage…

WealthTech Weekly May 27, 2022

WealthTech Weekly May 27, 2022

What happened: Klarna announced a 10% layoff due to market challenges, Saphyre added 38 new AI patents, Revolut Business launched a new suit for better team spending management, Fluid Attacks…

WealthTech Weekly May 20, 2022

WealthTech Weekly May 20, 2022

What happened: Mastercard blessed card owners with “smile to pay” payment option, Current kicked off a platform for embedding finserve solutions, Amount and LendIt Fintech research results highlighted tight competition…

WealthTech Weekly May 13, 2022

WealthTech Weekly May 13, 2022

Welcome to the news highlights of the last few weeks. Let’s get in sync with the WealthTech world. What happened this week: Solidus Labs welcomes $45M, Thoma Bravo eyes Temenos,…