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WealthTech Weekly July 19, 2021

WealthTech Weekly
19 July 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, announced that it had agreed to buy Just Invest, a California-based wealth management boutique that has developed a customisable, direct indexing offer. 
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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
19 July 2021

WealthTech Weekly July 19, 2021

by INSART

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,…
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WealthTech Weekly
12 July 2021

WealthTech Weekly July 12, 2021

by INSART

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…
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Industry Overview
8 July 2021

Tools to Help You Build Integrations in Fintech

by INSART

Tools to Help You Build Integrations in Fintech

In the last half a year, we saw the dawn of digitization in Fintech. Companies have been forced to adapt to the new reality and make partnerships to get access…
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WealthTech Weekly
5 July 2021

WealthTech Weekly July 5, 2021

by INSART

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. 
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WealthTech Weekly
29 June 2021

WealthTech Weekly June 28, 2021

by INSART

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…
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WealthTech Weekly
22 June 2021

WealthTech Weekly June 21, 2021

by INSART

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…
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WealthTech Weekly
14 June 2021

WealthTech Weekly June 14, 2021

by INSART

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…
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Expert Interviews
10 June 2021

Eric Poirier

Eric Poirier is CEO of Addepar, a wealth management…

by INSART

4 Questions with Eric Poirier, CEO of Addepar

Addepar is a wealth management platform for investment advisors specializing in data aggregation, analytics, and portfolio reporting. It is the financial operating system used to bring common sense and ethical,…
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WealthTech Weekly
7 June 2021

WealthTech Weekly June 7, 2021

by INSART

WealthTech Weekly June 7, 2021

Digital alternative investing platform Yieldstreet has raised $100 million in a Series C funding round led by Tarsadia Investments. EveryAction announced that it has acquired Salsa Labs, one of the largest…
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WealthTech Weekly
31 May 2021

WealthTech Weekly May 31, 2021

by INSART

WealthTech Weekly May 31, 2021

Investing app Acorns to go public through a blank-check merger valued at $2.2 billion. FreedomPay and JP Morgan support omnichannel solutions. Wealthify partners with Tink on payment initiation. Pipe, a fintech which…
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Industry Overview
27 May 2021

What Have You Missed When Developing Fintech Products Remotely?

by INSART

What Have You Missed When Developing Fintech Products Remotely?

The world in the new reality will never be the same as before the pandemic. The Fintech market was also affected by the crisis, with many companies that managed to…
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WealthTech Weekly
24 May 2021

WealthTech Weekly May 24, 2021

by INSART

WealthTech Weekly May 24, 2021

Smarsh is seeing unprecedented adoption of its Connected Capture solution for Microsoft Teams. Cetera has collaborated with Docupace and AdvicePay. Vise raised $65 million in a Series C funding round. 
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