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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 anywhere to enable AI-fueled RPA management. Hi Marley raises $25M to fund its AI-powered communication platform for the insurance industry. Boutique independent broker-dealer, Prospera Financial Services, welcomes Sierra Pacific Wealth Management to the firm, adding $375M in AUM. Cube announced a Series A round of funding led by Mayfield. M1 Finance  announced a $75 million Series D funding round. Orion Advisor agrees to acquire HiddenLevers, a provider of portfolio analysis software. BlockFi announced the completion of its Series D fundraising round.

DriveWealth

DriveWealth, LLC, a leading global brokerage infrastructure platform, announced a partnership with Hemista, a first-of-its-kind cross-border robo-advisor®, designed for the specific needs of Non-Resident Indians in the U.S.

Find details here.

Foreside Financial Group

Foreside Financial Group announced that it has surpassed $160 billion in ETF assets distributed on its platform. Foreside has been working with ETF clients since 2005, supporting multiple fund and firm launches through a comprehensive compliance and distribution platform.

Find details here.

Also, Foreside announced that it has acquired the regulatory compliance business of JG Advisory Services LLC, a comprehensive regulatory solutions provider for hedge and private equity funds.

Find details here.

ChoiceWORX | WealthTech Club

ChoiceWORX announces collaboration with automation anywhere to enable AI-fueled RPA management.

Find details here.

Hi Marley | WealthTech Club

Hi Marley raises $25M to fund its AI-powered communication platform for the insurance industry.

Find details here.

Prospera | WealthTech Club

Boutique independent broker-dealer, Prospera Financial Services, welcomes Sierra Pacific Wealth Management to the firm, adding $375M in AUM.

Find details here.

Cube | WealthTech Club

Cube, the next-generation Financial Planning & Analysis (FP&A) platform for modern Finance teams, announced a Series A round of funding led by Mayfield, with participation from Bonfire Ventures and Operator Collective. Cube’s investors also include current and former executives from Anaplan, Planful (née Host Analytics), Carta, and Rent the Runway.

Find details here.

M1 Finance

M1 Finance offering automated investing, borrowing, and banking products, announced a $75 million Series D funding round. The round was led by Coatue, with participation from previous investors including Left Lane Capital and Clocktower Technology Ventures. This round follows a $45 million round raised just ~5 months ago.

Find details here.

Orion

Orion Advisor Agrees to Acquire HiddenLevers, a Provider of Portfolio Analysis Software.

Find details here.

BlockFi | WealthTech Club

BlockFi, a financial services company dedicated to building a bridge between cryptocurrencies and traditional financial and wealth management products, today announced the completion of its Series D fundraising round, which was led by new investors including Bain Capital Ventures, partners of DST Global, Pomp Investments, and Tiger Global.

Find details here.

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About INSART

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INSART is a leading partner of WealthTech Club.

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WealthTech Weekly June 14, 2021

WealthTech Weekly June 14, 2021

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WealthTech Weekly June 7, 2021

WealthTech Weekly June 7, 2021

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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

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WealthTech Weekly May 17, 2021

WealthTech Weekly May 17, 2021

ETX Capital acquired Oval. AdvisorEngine and Fidelity Investments are rolling out deeper integrations. MoneyLion announced a partnership with insurance broker NFP. KB Financial Companies, LLC has recently appointed Julie Straley and Richard Rankin.

WealthTech Weekly May 10, 2021

WealthTech Weekly May 10, 2021

FMG Suite and its recently acquired brand Twenty Over Ten announced the launch of new tools. Lifeworks Advisors has acquired Aimvest Technologies. Cetera snags $2.4 billion team from MassMutual. RIA in a Box has…

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…