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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. SEI  announced it has extended its contract with UK wealth manager Netwealth Investments Limited for a further five years. Savant Wealth Management expands to Michigan. JPMorgan Chase has agreed to buy OpenInvest, a San Francisco-based start-up backed by Andreessen Horowitz and founded by former Bridgewater Associates employees. Brighton Securities announces the acquisition of Worth Considering, and the creation of Brighton Securities Capital Management.

 

Marstone

 

Marstone announces close of $5 million series A funding.

Find details here.

Circle black

 

CircleBlack launches major upgrade to wealth management platform.

Find details here.

Northern trust

 

Northern Trust launches alternative asset servicing digitization initiative.

Find details here.

Kestra

Kestra launches new division under ex-United Capital CIO.

Find details here.

netwealth

 

SEI  announced it has extended its contract with UK wealth manager Netwealth Investments Limited for a further five years.

Find details here.

 

savant

 

Savant Wealth Management expands to Michigan.

Find details here.

Openinvest

JPMorgan Chase has agreed to buy OpenInvest, a San Francisco-based start-up backed by Andreessen Horowitz and founded by former Bridgewater Associates employees.

Find details here.

 

Brighton sec.

 

Brighton Securities announces the acquisition of Worth Considering, and the creation of Brighton Securities Capital Management.

Find details here.

 

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

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WealthTech Weekly July 19, 2021

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