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WealthTech Weekly November 30, 2020

News
30 November 2020

Beacon Pointe Advisors mergers with CBD Wealth Management. CI Financial acquires majority interest in RGT Wealth Advisors. Meridian Capital acquires the Seattle division of Moss Adams Capital. Fiduciary Exchange partners with American Equity Investment Life Insurance Company and Eagle Life Insurance Company. Wealthify appoints Ben Luckett as Chairman. DeFiner launched Taurus, a crypto savings product.
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About Us

WealthTech Club for FinTech experts allows you to be aware of challenges, drivers, and trends in FinTech.

Here, you can find the latest analyses of leading FinTech companies and principles that underlie their success in terms of the technology and business ecosystem.

Our discussions with industry experts guide you through upcoming changes in approaches to financial software development.

WealthTech Weekly
30 November 2020

WealthTech Weekly November 30, 2020

by INSART

WealthTech Weekly November 30, 2020

Beacon Pointe Advisors mergers with CBD Wealth Management. CI Financial acquires majority interest in RGT Wealth Advisors. Meridian Capital acquires the Seattle division of Moss Adams Capital. Fiduciary Exchange partners with American Equity…
> Read News
News
25 November 2020

PayTech Round-Up November 25, 2020

by INSART

PayTech Round-Up November 25, 2020

Chargebee partners with Pipe. Visa partnered with Conferma Pay. Nayax and Yuansfer partnered with Alipay. PCI Pal collaborates with Oracle. Sezzle partners with Wix. Credit Key raised $33.85 million towards its BNPL model. XTM Inc.…
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Industry Overview
24 November 2020

Adam Bialy, OpenPayd: How open is open banking?

by INSART

Adam Bialy, OpenPayd: How open is open banking?

Adam Bialy: As the initiative turned two this year, and banks opened their systems, industry attention is now turning to how open banking and the services they enable will form…
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WealthTech Weekly
23 November 2020

WealthTech Weekly November 23, 2020

by INSART

WealthTech Weekly November 23, 2020

AdvicePay partners with Cambridge. Smarsh announced support for T-Mobile for Business. Veater Financial Group joined SagePoint Financial. Adam Innerst joined BNY Mellon Wealth Management as Market President. John Gallagher and Mark Levin join LPL. Chad Roope…
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News
18 November 2020

PayTech Round-Up November 18, 2020

by INSART

PayTech Round-Up November 18, 2020

Boost Payment Solutions is partnering with Global Healthcare Exchange. Douugh launched its app in the US. Payability partnered with Newegg. Third Coast Bank SSB adds Zelle® to its platforms. Radius Bank and Treasury…
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Domain Knowledge
17 November 2020

Migrating WealthTech Platform to a New Framework

by INSART

Migrating WealthTech Platform to a New Framework

Technology moves forward quickly, sweeping out whole ecosystems of tools and solutions and replacing them with new ones. Let us overview what pitfalls can one anticipate and avoid while migrating…
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WealthTech Weekly
16 November 2020

WealthTech Weekly November 16, 2020

by INSART

WealthTech Weekly November 16, 2020

Discovery Data launched its next-generation market intelligence platform. Captrust acquires Shine Wealth Partners. RiskPro integrates with Envestnet. CI Financial acquired The Roosevelt Investment Group. TradePMR adds Adhesion Wealth® to its Fusion platform. Smarsh® acquired…
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News
11 November 2020

PayTech Round-Up November 11, 2020

by INSART

PayTech Round-Up November 11, 2020

The Hydrogen Technology Corporation received an investment from EML Payments. Cross River acquires Northern Dominion Metals. Shift4 Payments acquires 3dcart. NerdWallet acquires Fundera. PayPoint plans a double acquisition worth £70 million. Blackhawk Network acquired National…
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Industry Overview
10 November 2020

WealthTech Ecosystem: Integration with BNY Mellon’s Albridge

by INSART

WealthTech Ecosystem: Integration with BNY Mellon’s Albridge

Integrating WealthTechs with third-party partners could significantly streamline their growth and success. In this article, we’ll explore such integrations in the example of BNY Mellon’s Albridge.
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WealthTech Weekly
9 November 2020

WealthTech Weekly November 9, 2020

by INSART

WealthTech Weekly November 9, 2020

Foreside Financial Group acquired Integrated Compliance Solutions Group. Eaton Vance Investment Counsel acquired WaterOak Advisors’ assets. Skience launched a virtual roundtable series. Confluence Wealth Management will join Buckingham Strategic Wealth. Ben Welch joined LPL…
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News
4 November 2020

PayTech Round-Up November 4, 2020

by INSART

PayTech Round-Up November 4, 2020

Ibanera partners with Elavon. N2Xpress partners with Paykii. Radius Bank teamed up with Treasury Prime. APS Payments integrates with Sage X3. Repay Holdings Corporation acquired CPS Payment Services. Celero Commerce acquires TransNational Payments. Paxful…
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Research and Analysis
3 November 2020

Mobile Assistant: Easy, Intuitive Way of Capturing The Dictation From Advisors

Mobile Assistant combines cutting-edge technology with the human touch, to deliver the highest quality dictation service to the financial and insurance industries.
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