Discovery Data launched its next-generation market intelligence platform in conjunction with the expansion of its market-leading product suite. Captrust acquires Shine Wealth Partners. RiskPro integrates with Envestnet to enable investment advisors to build and manage client portfolios with less regulatory risk. CI Financial acquired The Roosevelt Investment Group. TradePMR adds Adhesion Wealth® to its Fusion platform. Smarsh® acquired Digital Reasoning. Robert Coppola joined Envestnet as Chief Technology Officer. Cassie Warrington joined Advisor360° as Vice President, Business Development.
Discovery Data, the market leader in data, insight, and analytics for the financial services and insurance industries, announced its next-generation market intelligence platform in conjunction with the expansion of its market-leading product suite. These new releases extend Discovery Data’s lead over market competitors, delivering strategic outcomes including revenue growth, talent acquisition, and enhanced marketing performance.
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Captrust secures its first Colorado location with Shine Wealth Partners acquisition. Shine Wealth Partners is Captrust’s fifth acquisition this year. It’s also Captrust’s third women-led firm since 2019.
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RiskPro and Envestnet, Inc. announce an integration which will enable investment advisors to build and manage client portfolios with less regulatory risk. The strategic relationship between the two companies will allow RiskPro’s proposal generation, portfolio construction, and automated risk surveillance software to function within existing enterprise workflows on the Envestnet unified advice platform.
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Envestnet, Inc. announces that Robert Coppola has joined the organization as Chief Technology Officer. Mr. Coppola reports to President Stuart DePina, and will succeed Scott Grinis, who has served as Envestnet’s Chief Technology Officer for the past 20 years and will retire in 2021.
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CI Financial acquired The Roosevelt Investment Group, a registered investment advisor based in New York City. CI Financial is set to acquire Roosevelt at 100% ownership.
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Adhesion Wealth®, a Vestmark company, and TradePMR announced the outsourced investment management solution is now available to registered investment adviser (RIA) customers utilizing TradePMR’s Fusion platform.
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Advisor360°, provider of a unified, integrated software suite for advisors, clients, broker-dealers and rollup-RIAs, announced that Cassie Warrington has joined the firm as Vice President, Business Development.
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Smarsh®, enabling organizations to manage risk and uncover value within their electronic communications, announced the acquisition of Digital Reasoning, a global leader in natural language processing (NLP), artificial intelligence (AI), and machine learning (ML).
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