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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

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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

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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 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 14, 2021

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WealthTech Weekly June 7, 2021

WealthTech Weekly June 7, 2021

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