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intelliflo creates a new global leader in financial advice technology. INVENT announced the appointment of Larry Roth as a Strategic Advisor. Hub International acquires the assets of Ohio-based Benefit Strategies Agency, LLC and Affiliate. FutureFuel.io announced a $10 million Series A1 round, bringing its total Series A funding to $21.6M. One announces two additions to Board of Directors: Barbara Yastine, Former Chair & CEO of Ally, and Jay Shah, President of Personal Capital. Betterview announced a partnership with Joyn Insurance. Citadel Hires Zachariah Barratt, Apollo’s Head of Corporate Credit Trading. Northern Trust partners Two Sigma to provide quantitative analytics tech to clients. Sales Pistons LLC announced the launch of its new consulting firm. additiv announces a partnership with Clarity AI.

 

intelliflo

intelliflo Creates a New Global Leader in Financial Advice Technology. 

Find details here.

INVENT

INVENT, an innovative cloud technology platform and consulting firm for the financial services sector, announced the commencement of the next stage of the company’s ongoing growth vision, with the appointment of wealth management industry leader Larry Roth as a Strategic Advisor. In this role, Mr. Roth will align his expertise in investment banking and growth planning with his network of strategic relationships to further fuel INVENT’s ongoing success.

Find details here.

Hub International Limited

Hub International Acquires the Assets of Ohio-based Benefit Strategies Agency, LLC and Affiliate. 

Find details here.

FutureFuel.io

FutureFuel.io, a student loan repayment platform that helps borrowers pay down debt quickly and efficiently, announced a $10 million Series A1 round, bringing its total Series A funding to $21.6M.

Find details here.

 

 

ONE

One, a Digital Banking Service, Announces Two Additions to Board of Directors: Barbara Yastine, Former Chair & CEO of Ally, and Jay Shah, President of Personal Capital. 

Find details here.
Betterview

Betterview, the remote property intelligence platform that aims to empower and inform every stage of the policy life-cycle, has announced a partnership with Joyn Insurance, a newly-formed InsurTech company focusing on the US small and mid-sized commercial market. 

Find details here.

citadel

Citadel hires Zachariah Barratt, Apollo’s Head of Corporate Credit Trading. 

Find details here.

Two Sigma

Northern Trust partners Two Sigma to provide quantitative analytics tech to clients. 

Find details here.

Sales Pistons LLC

Sales Pistons LLC announced  the launch of its new consulting firm dedicated to helping fintech CEOs and their PE firms unblock stalled revenue for long-term sustainable growth. 

Find details here.

additiv

additiv, a leading SaaS provider to the wealth management industry, announces a partnership with Clarity AI, a global sustainability and data science tech platform, that brings wealth managers sustainability insights to build smarter portfolios, provide client support and comply easily with regulation. 

Find details here.

Guide: How can a BNPL 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.

INSART is a leading partner of WealthTech Club.

Contact Vasyl Soloshchuk to learn details. Visit site.

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…