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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. MoneyLion said its new suite of cryptocurrency offerings will be integrated across the company’s digital financial platform. BrightPlan scores $9.5m in its Series A to continue nearly fivefold revenue growth. SoFi announced that auto loan refinancing offers are now available through Lantern. Envestnet has acquired fintech innovator Harvest Savings & Wealth Technologies. Capitect has integrated with cryptocurrency platform Coinbase.

Lifeworks Advisors

Lifeworks Advisors, a fast-growing independent RIA firm, launched a new thought leadership video podcast series – The Future of Advice™. Hosted by Ron Bullis, CEO of Lifeworks Advisors, The Future of Advice™ will feature in-depth video interviews with some of the wealth management industry’s best known and widely followed executives, innovators and thought leaders providing their personal points of view on the big issues, trends and challenges impacting the future direction of the industry.

Find details here.

acorns

Popular saving and investing app Acorns has acquired Pillar, an AI-powered startup built to help manage student loan debt, in its second acquisition of 2021.

Find details here.

Apella Capital, LLC

Apella Capital, LLC, a financial advisory and wealth management firm serving individuals, families, and businesses, announced that Calandra Financial, a registered investment advisor (RIA) firm headquartered in Atlanta, Georgia, has joined the firm.

Find details here.

MoneyLion

MoneyLion said its new suite of cryptocurrency offerings will be integrated across the company’s digital financial platform, and will enable its users to buy and sell digital assets, and earn cryptocurrencies through a crypto-based rewards program and spending roundups

Find details here.

BrightPlan

BrightPlan scores $9.5m in its Series A to continue nearly fivefold revenue growth.

Find details here.

SoFi

SoFi announced that transparent, competitive, and personalized auto loan refinancing offers are now available through Lantern, the financial services product comparison site owned and operated by SoFi, the digital personal finance company.

Find details here.

Envestnet

Envestnet announced it has acquired fintech innovator Harvest Savings & Wealth Technologies, which provides automated goals-based saving tools and wealth solutions to banks, credit unions, trust companies, and other financial institutions.

Find details here.

Capitect

Capitect, a U.S.-based advisor technology platform, recently announced it has integrated with cryptocurrency platform Coinbase for digital currency performance reporting, billing, and rebalancing.

Find details here.

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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 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.