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Douglas Elliman introduces new industry leading agent portal built on the INVENT cloud-native platform. Advisor Group adds Kimmell from RBC to Head Business Development. AssetMark closes on the acquisition of Voyant. LifeYield connects social security optimizer to InsurMark’s advisor growth platform. Captrust, an independent registered investment advisor headquartered in Raleigh, announced July 8 it acquired Nachman Norwood & Parrott (NNP) Wealth Management in Greenville. Insurance technology company Joyn Insurance announced a strategic insurance partnership and investment from insurance and reinsurance company SiriusPoint Ltd. The businesses will work together to transform small and mid-market US commercial insurance through digital technology, data analytics, and automation. Dakota Wealth Management, an independent investment management firm serving high-net-worth individuals and families, has entered into an agreement to acquire Persimmon Capital Management, a boutique wealth advisory firm managing approximately $260 million in Blue Bell, PA.

 

Invent

 

Douglas Elliman introduces new industry leading agent portal built on the INVENT cloud-native platform.

Find details here.

AG

Advisor Group adds Kimmell from RBC to Head Business Development.

Find details here.

AssetMark

 

AssetMark closes on the acquisition of Voyant.

Find details here.

LifeYield

 

LifeYield connects social security optimizer to InsurMark’s advisor growth platform.

Find details here.

 

Captrust

 

Captrust, an independent registered investment advisor headquartered in Raleigh, announced July 8 it acquired Nachman Norwood & Parrott (NNP) Wealth Management in Greenville.

Find details here.

joyn insurance

Insurance technology company Joyn Insurance announced a strategic insurance partnership and investment from insurance and reinsurance company SiriusPoint Ltd. The businesses will work together to transform small and mid-market US commercial insurance through digital technology, data analytics, and automation.

Find details here.

dacota WM

Dakota Wealth Management, an independent investment management firm serving high-net-worth individuals and families, has entered into an agreement to acquire Persimmon Capital Management, a boutique wealth advisory firm managing approximately $260 million in Blue Bell, PA.

Find details here.

Guide: How to find new growth Opportunities for SMB digital lenders

About INSART

INSART is a Fintech engineering partner with outstanding knowledge and experience in developing Fintech solutions, assembling dedicated teams for Fintech projects, and managing them in a long-term perspective. We teach our developers financial concepts and foster a culture of financial literacy and well-being across the company. Our expertise saves you at least 25% time comparing to teams inexperienced in the business domain area. Contact Vasyl Soloshchuk to learn details. Visit site. INSART is a leading partner of WealthTech Club.

WealthTech Weekly July 19, 2021

WealthTech Weekly July 19, 2021

Daloopa announced that it has closed $20 million in Series A financing to accelerate its AI-driven data extraction offerings for financial institutions. Vanguard, which has $7.9tn worth of assets under management,…

WealthTech Weekly July 5, 2021

WealthTech Weekly July 5, 2021

Marstone announces close of $5 million series A funding. CircleBlack launches major upgrade to wealth management platform. Northern Trust launches alternative asset servicing digitization initiative. Kestra launches new division under ex-United Capital CIO. 

WealthTech Weekly June 28, 2021

WealthTech Weekly June 28, 2021

Mercer Advisors Acquires AFI Wealth Strategies. SmartAsset, a marketplace that connects consumers to financial advisors, announced that it has raised $110 million in a Series D round of funding. Chalice Network partners…

WealthTech Weekly June 21, 2021

WealthTech Weekly June 21, 2021

Addepar, which makes software to track investment performance, has raised $150 million from D1 Capital Partners. Orion rolls out the first tech tool that incorporates its merger with Brinker Capital and…

WealthTech Weekly June 14, 2021

WealthTech Weekly June 14, 2021

Panoramix, an innovative advisor technology platform, announced a technology integration with FeeX, a leading fintech solution that allows advisors to trade, manage, and bill on held away accounts through a…

WealthTech Weekly June 7, 2021

WealthTech Weekly June 7, 2021

Digital alternative investing platform Yieldstreet has raised $100 million in a Series C funding round led by Tarsadia Investments. EveryAction announced that it has acquired Salsa Labs, one of the largest…

WealthTech Weekly May 31, 2021

WealthTech Weekly May 31, 2021

Investing app Acorns to go public through a blank-check merger valued at $2.2 billion. FreedomPay and JP Morgan support omnichannel solutions. Wealthify partners with Tink on payment initiation. Pipe, a fintech which…

WealthTech Weekly May 24, 2021

WealthTech Weekly May 24, 2021

Smarsh is seeing unprecedented adoption of its Connected Capture solution for Microsoft Teams. Cetera has collaborated with Docupace and AdvicePay. Vise raised $65 million in a Series C funding round.