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WealthTech Weekly May 3, 2021

WealthTech Weekly May 3, 2021

CogniCor announced the launch of three new digital assistant modules. Andes Wealth Technologies announced the release of an integrated, comprehensive, and powerful client onboarding and communication platform. 

WealthTech Weekly April 26, 2021

WealthTech Weekly April 26, 2021

CircleBlack has teamed up with Robertson Stephens in the launch its wealth management digital hub. Sequoia Financial Group and WEALTHSTONE ADVISORS announced they have entered into a definitive agreement to merge their…

WealthTech Weekly April 19, 2021

WealthTech Weekly April 19, 2021

GCF Valuation announced the launch of FinVal. Skience appointed Chris Zuczek to the newly-created role of Chief Product Officer. Retail investing surged in Q1 according to new data released from DriveWealth. 

WealthTech Weekly April 12, 2021

WealthTech Weekly April 12, 2021

Lifeworks Advisors launched a new thought leadership video podcast series – The Future of Advice™. Acorns has acquired Pillar, an AI-powered startup. Apella Capital announced that Calandra Financial has joined the firm.

WealthTech Weekly April 5, 2021

WealthTech Weekly April 5, 2021

DriveWealth announced a partnership with Plaid via one API integration. AlphaTrAI announced that Bruce Lavine has been named President, Asset Management. MAI Capital will acquire Ownership Advisors Inc. (OAI). BrightPlan closed a $9.5 million…

WealthTech Weekly March 29, 2021

WealthTech Weekly March 29, 2021

DriveWealth announced their partnership with Alinea. Kingswood U.S. launched an all-digital alternative investment platform powered by WealthForge and Altigo. First Rate announced the release of a completely redesigned and enhanced technology platform.

WealthTech Weekly March 22, 2021

WealthTech Weekly March 22, 2021

benjamin announced the release of a ground-breaking industry research report on the benefits that accrue by deploying an AI-driven Business Support System (BuSS). Pollinate announced it has closed a $50 million Series C…

WealthTech Weekly March 15, 2021

WealthTech Weekly March 15, 2021

DriveWealth announced a partnership with Hemista. Foreside has surpassed $160 billion in ETF assets distributed on its platform and acquired the regulatory compliance business of JG Advisory Services LLC. ChoiceWORX announces collaboration with automation…

WealthTech Weekly March 8, 2021

WealthTech Weekly March 8, 2021

intelliflo creates a new global leader in financial advice technology. INVENT announced the appointment of Larry Roth as a Strategic Advisor. Hub International acquires the assets of Ohio-based Benefit Strategies Agency, LLC and Affiliate. 

WealthTech Weekly March 1, 2021

WealthTech Weekly March 1, 2021

Morningstar’s Kunal Kapoor Joins Wealth Enhancement Group’s Board of Directors. Junior Achievement USA (JA) announced the launch of JA BizTown Adventures. Web apps protection firm PerimeterX raised USD 57 mln.