fbpx

Human Interest tacked on another $55 million to its Series C. Envestnet | MoneyGuide and MaxMyInterest announced an integration. Brown Wealth Management’s acquisition of Truuwater Financial forms a $1.2 billion in AUM San Diego firm. Lane Brothers & Co. announced its decision to join the Carson Partners network. Wealthfront has expanded the functionality of its Autopilot automation tool. Desireé Sii Named President, CEO of SagePoint FinancialInvestment firm Arnerich Massena announced Reegan Rae has been named co-Chief Executive Officer. Foreside announced that it has launched Connect+™.

Human Interest

Human Interest, a 401(k) provider for small and medium-sized businesses (SMBs), announced Thursday that it has tacked on another $55 million to its Series C.

Find details here.

Envestnet | MoneyGuide

Envestnet | MoneyGuide and MaxMyInterest announced an integration to give advisors more insight into clients’ held-away cash balances and provide an intelligence-driven solution to help them earn higher yield on their cash. 

Find details here.

Brown Wealth Management

Brown Wealth Management’s acquisition of Truuwater Financial forms a $1.2 billion in AUM San Diego firm. 

Find details here.

Carson | WealthTech Club

Lane Brothers & Co., a wealth management firm with offices in Prescott and Scottsdale, Arizona, with $110 million in client assets under management, has announced its decision to join the Carson Partners network.   

Find details here.

Wealthfront

The US-based digital wealth manager Wealthfront has expanded the functionality of its Autopilot automation tool. 

Find details here.

SagePoint

Desireé Sii Named President, CEO of SagePoint Financial

Find details here.

Arnerich Massena | WealthTech Club

Investment firm Arnerich Massena announced Reegan Rae has been named co-Chief Executive Officer. Rae, who has been with the firm for nearly a decade and most recently led its Wealth Management division, will serve in this role alongside co-CEO Bryan Shipley. 

Find details here.

Foreside Financial Group

Foreside, a provider of governance, risk management, and compliance service and technology offerings to clients in the global asset and wealth management industry, announced that it has launched Connect+™, a newly redesigned and upgraded version of its client portal.

Find details here.

Access the whole Fintech integrations ecosystem in one place

WealthTech Weekly May 27, 2022

WealthTech Weekly May 27, 2022

What happened: Klarna announced a 10% layoff due to market challenges, Saphyre added 38 new AI patents, Revolut Business launched a new suit for better team spending management, Fluid Attacks…

WealthTech Weekly May 20, 2022

WealthTech Weekly May 20, 2022

What happened: Mastercard blessed card owners with “smile to pay” payment option, Current kicked off a platform for embedding finserve solutions, Amount and LendIt Fintech research results highlighted tight competition…

WealthTech Weekly May 13, 2022

WealthTech Weekly May 13, 2022

Welcome to the news highlights of the last few weeks. Let’s get in sync with the WealthTech world. What happened this week: Solidus Labs welcomes $45M, Thoma Bravo eyes Temenos,…

WealthTech Weekly Apr 29, 2022

WealthTech Weekly Apr 29, 2022

Why has Apple acquired a UK Fintech, Tangany's and Udaan's funding rounds, Zopa hits profitability, and “Juice funds.”

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…