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Radius Bank in partnership with Harvest Savings & Wealth Technologies deploy Goalkeeper, an automated goals-based savings solution. AdvicePay partnered with Envestnet | MoneyGuide to help financial advisors collect B2B payments faster. Insigneo partners with Skience to build a state-of-the-art platform. DriveWealth retained BackBay Communications as agency of record. Creative Planning announced an acquisition of Thun Financial Advisors. Riskalyze appointed Brian McLaughlin CEO of Redtail Technology to its Board of Directors. Advisor360° announced four new hires. Ellevest shifted its focus to promote racial justice and address economic inequities that leave Black and Brown women particularly vulnerable. LPL Financial added financial planning for teachers and college educators to its broker/dealer and corporate RIA platforms.

Riskalyze

Riskalyze announced the appointment of Redtail Technology CEO Brian McLaughlin to its Board of Directors, effective immediately. McLaughlin co-founded Redtail, the industry’s leading provider of cloud-based customer relationship management software, serving 40,000 financial advisory firms and more than 120,000 users across the country. He has served in the dual role of CEO and chief technology officer since Redtail’s founding in 2003.

Find details here.

DriveWealth

DriveWealth, a U.S.-based leader in global digital trading technology, retained BackBay Communications, a leading integrated financial-services public relations, content development, and digital marketing agency, as agency of record.

Find details here.

AdvicePay

Fee-payment processing platform AdvicePay has teamed with Envestnet | MoneyGuide, the financial planning software, to help financial advisors collect B2B payments faster. Advisors using MoneyGuide will now have access to AdvicePay, which the release says will allow a more comprehensive, complex platform, including tools such as fee-for-service billing arrangements like subscription models, retainers and one-time fees.

Find details here.

Advisor360°

WealthTech software company Advisor360° announced four new hires: Meredith Crouse as Senior Vice President, Chief People Officer, Doug Wood as Senior Vice President, Customer Success and Operations, Gilad Sade as Vice President, Engineering Development and John Considine as Vice President, Solutions Architect.

Find details here.

Harvest

Radius Bank, a forward-thinking digital bank, announced its deployment of Goalkeeper, an automated goals-based savings solution integrated within Radius Bank’s online and mobile banking channels. Goalkeeper is launched in partnership with leading fintech solution provider Harvest Savings & Wealth Technologies. Goalkeeper allows clients to set and automatically fund any financial goal, helping customers take control of their financial health while becoming better savers.

Find details here.

Ellevest

Ellevest, a privately held digital investment advisory for women, has shifted its focus to promote racial justice and address economic inequities that leave Black and Brown women particularly vulnerable.

Find details here.

Skience

Insigneo, a leading independent broker-dealer and RIA announced that the company has entered into a contractual partnership with technology provider Skience, to build a state-of-the-art platform that combines advanced end-client connectivity with a customised workstation designed for advisors with global practices.

Find details here.

LPL Financial

LPL Financial has added an Austin, Texas–based father-son practice, specializing in financial planning for teachers and college educators, to its broker/dealer and corporate RIA platforms. Matt Meyers Sr. and Matthew Meyers Jr. of Crossroads Financial Services managed about $300 billion in client assets at Voya Financial Advisors.

Find details here.

Creative Planning

Overland Park, Kan.-based Creative Planning, a registered investment advisor with about $49 billion in client assets, has announced yet another acquisition, striking a deal with Thun Financial Advisors, a Madison, Wis.-based RIA with about $600 million in client assets, which serves U.S. citizens living overseas.

Find details here.

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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

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…