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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 businesses. Mollie has appointed the outgoing vice-chairman of Global Wealth Management at UBS Eli Leenaars as the new chair of its board of directors. Bite Investments has closed on its Pre Series A+ funding in a round led by JMP Group (JMP). Alto announced the successful close of a $17 million Series A funding round. Wealthfront has launched the “final set of features” that make up the first version of Self-Driving Money™. James Capital Advisors has launched a cannabis real estate division. Bank of Marin Bancorp in Novato, Calif., has agreed to buy American River Bankshares in Sacramento, Calif.

CircleBlack

CircleBlack, a U.S.-based startup that provides financial advisors with technology that aggregates data, integrates other financial applications, announced on Thursday it has teamed up with Robertson Stephens, a nationally registered investment advisor (RIA), the launch its wealth management digital hub.

Find details here.

 

Sequoia Financial Group

Sequoia Financial Group, LLC and WEALTHSTONE ADVISORS announced they have entered into a definitive agreement to merge their businesses.

Find details here.

mollie

Mollie has appointed the outgoing vice-chairman of Global Wealth Management at UBS Eli Leenaars as the new chair of its board of directors.

Find details here.

Bite

Bite Investments, a fintech company with an alternative investment platform, has closed on its Pre Series A+ funding in a round led by JMP Group (JMP), an investment banking and alternative asset management firm headquartered in San Francisco, California.

Find details here.

Alto

Alto Receives $17M Series A Financing Round Back to HomeNASHVILLE, TN, Alto Solutions today announced the successful close of a $17 million Series A funding round.

Find details here.

Wealthfront

California-based Fintech firm Wealthfront revealed that it has launched the “final set of features” that make up the first version of Self-Driving Money™.

Find details here.

James Capital Advisors

Westwood-based James Capital Advisors has launched a cannabis real estate division.

Find details here.

Bank of Marin

Bank of Marin Bancorp in Novato, Calif., has agreed to buy American River Bankshares in Sacramento, Calif.

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 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.