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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 DriveWealthSchwab accidentally sent more than $1 million to the Fidelity Brokerage Services account of a woman in Louisiana. Snappy Kraken has closed on $6 million in Series A financing. Fayetteville firm Sphere Wealth Management acquired by Prime Capital. ConsenSys has closed its USD 65 million formation round. 55ip has partnered with Janney Montgomery Scott. Ian Fuller will step into the CTO role at WeGift. Allworth Financial has acquired Shone Wealth Management. Wage has raised $5 million in a funding round led by Google’s AI-focused venture fund, Gradient Ventures.

GCF Valuation

GCF Valuation, the industry’s largest privately held business valuation company, announced the launch of FinVal, a new technology-based business valuation platform custom designed for financial advisors. This comprehensive, yet easy to use digital platform will enable financial advisors to provide business owners with comprehensive business valuations to better engage with new, high-potential prospects, as well as provide more comprehensive financial planning advice and guidance to business owner clients.

Find details here.

Skience

 

Skience, a leading financial services digital enablement provider and consultancy, continued the ongoing expansion of its leadership team with the appointment of Chris Zuczek to the newly-created role of Chief Product Officer.

Find details here.

DriveWealth

 

Retail investing surged in Q1, as quarterly trading volume and asset growth rose 45% and 33% respectively from 4Q20, according to new data released from DriveWealth, a leading global brokerage infrastructure platform.

Find details here.

Charles Schwab

Schwab accidentally sent more than $1 million to the Fidelity Brokerage Services account of a woman in Louisiana.

Find details here.

Snappy Kraken

Snappy Kraken, an Ormond Beach, Florida-based provider of digital marketing and client retention tools for financial advisers, has closed on $6 million in Series A financing.

Find details here.

Prime Capital

Fayetteville firm Sphere Wealth Management acquired by Prime Capital.

Find details here.

ConsenSys

ConsenSys has closed its USD 65 million formation round to accelerate the convergence of decentralised finance (DeFi) and Web3 applications on Ethereum with enterprise blockchain infrastructure.

Find details here.

55ip

55ip has partnered with Janney Montgomery Scott, a leading full-service wealth management, capital markets and asset management firm, to enhance its tax management capabilities for financial advisors on the Janney platform.

Find details here.

WeGift

Ian Fuller will step into the CTO role at WeGift and begin working on its technology development and growth from the get-go.

Find details here.

Allworth Financial

Allworth Financial, a Sacramento, California-based registered investment adviser that manages almost $11 billion, has acquired Shone Wealth Management, an RIA firm managing $340 million in Walnut Creek, California.

Find details here.

Wage

San Francisco-based Wage, an infrastructure software solution that lets people share their payroll data with third parties, has raised $5 million in a funding round led by Google’s AI-focused venture fund, Gradient Ventures, with follow-on investment from 8VC, Pear Ventures, Bloomberg Beta, CoFound Partners, and executives from SoFi, Public, Zillow, and Affirm.

Find details here.

Guide: How can a BNPL solution grow?

About INSART

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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 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.