fbpx

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 and best-known software companies serving nonprofits. Minneapolis-based hybrid advisory business Wealth Enhancement Group is acquiring Hoover Financial Advisors, a $1.46 billion hybrid registered investment adviser based in Malvern, Pennsylvania. Fintech startup The Beans raised $2 million in funding to continue developing its automated financial wellness and behavioral offering for people labeled “America’s Caring Class,” those with steady income streams in professions, including teachers, nurses and social workers. Bindable, an insurance technology company and national digital agency, announced today a partnership with NFP, the 10th largest property and casualty brokerage in the United States according to Insurance Journal. Wealthtech WealthOS to promote adoption of cloud based, wealth management platform with focus on the UK.

 

YieldStreet

Digital alternative investing platform Yieldstreet has raised $100 million in a Series C funding round led by Tarsadia Investments.

Find details here.

Salsa Labs

EveryAction announced that it has acquired Salsa Labs, one of the largest and best-known software companies serving nonprofits.

Find details here.

HFA

Minneapolis-based hybrid advisory business Wealth Enhancement Group is acquiring Hoover Financial Advisors, a $1.46 billion hybrid registered investment adviser based in Malvern, Pennsylvania.

Find details here.

The Beans

Fintech startup The Beans raised $2 million in funding to continue developing its automated financial wellness and behavioral offering for people labeled “America’s Caring Class,” those with steady income streams in professions, including teachers, nurses and social workers.

Find details here.

Bindable

Bindable, an insurance technology company and national digital agency, announced today a partnership with NFP, the 10th largest property and casualty brokerage in the United States according to Insurance Journal.

Find details here.

Wealth OS

Wealthtech WealthOS to promote adoption of cloud based, wealth management platform with focus on the UK.

Find details here.

 

Guide: How can an embedded lending solution grow?

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 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 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

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…