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WealthTech Weekly February 11, 2019

WealthTech Weekly February 11, 2019

Personal Capital raised $50 million in a Series F funding. Fidelity plans March launch of its Bitcoin custody service. 55ip's investment strategy engine is now available on the CircleBlack platform.  iCapital Network is…

WealthTech Weekly February 4, 2019

WealthTech Weekly February 4, 2019

Acorns raised $105 million in Series E funding. AdvicePay raised $2 million in seed extension funding. AdvisorEngine integrates with BNY Mellon's Pershing. Axos Financial acquires COR Clearing LLC. DriveWealth will expand its partnership…

WealthTech Weekly January 28, 2019

WealthTech Weekly January 28, 2019

Artivest expands alternative investment platform. Thomson Reuters Elite launches 3E in the Cloud. SelfWealth launches a new ETF targeting self-managed super funds. Wealthsimple partners with TurboTax. Entreda partners with Docupace. Advyzon integrates with Riskalyze. Nutmeg raised $58.2 million…

WealthTech Weekly January 21, 2019

WealthTech Weekly January 21, 2019

Bridge raised a Series A funding of undisclosed amount. 55ip partners with FinFolio. MoneyGuide announced the expansion of its financial planning platform to meet the individual needs of all advisors. Fiserv acquires First…

WealthTech Weekly January 14, 2019

WealthTech Weekly January 14, 2019

Interactive Brokers is going to launch a new turnkey wealth management solution with Martsone. Mobile banking startup N26 raised $300 million in a Series D funding round. United Capital Financial Advisers introduced…

WealthTech Weekly December 31, 2018

WealthTech Weekly December 31, 2018

iCapital Network has partnered with Rockefeller Capital Management. Wealthfront Advisers agreed to settle SEC’s claims for a $250,000 fine. Bank Of America improves the cash handling processes with a new blockchain patent. Advizr…

WealthTech Weekly December 24, 2018

WealthTech Weekly December 24, 2018

A majority stake in WealthBar Financial Services to be acquired by CI Financial. DriveWealth partners with Avenue Securities. Lincoln Financial Group partners with eMoney Advisor and Redtail Technology. LifeYield provides its Social Security Advantage solution…

WealthTech Weekly December 17, 2018

WealthTech Weekly December 17, 2018

BlackRock’s iRetire integrates with eMoney Advisor. BlackRock partners with Microsoft. Tradier Inc. partners with Jellifin. LPL’s CEO Dan Arnold lays out Integration Roadmap. RIA in a Box launches the Audit…

WealthTech Weekly December 10, 2018

WealthTech Weekly December 10, 2018

LPL Financial acquires AdvisoryWorld. Facet Wealth partners with Vestmark. Bank of New York Mellon partners with Vestwell. SmartAsset launched SmartAdvisorMatch.com. Western will launch their integrated tools powered by eMoney’s technology. Folio Financial announced the launch…

WealthTech Weekly December 3, 2018

WealthTech Weekly December 3, 2018

Redtail published the results from a survey entitled "Gen Tech". Robinhood goes on filling key jobs. TD Ameritrade Institutional holds its first advisory-focused FinTech competition. BlackRock announced a strategic partnership with Envestnet. Nutmeg has…