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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. Guardian Life entered into a joint venture with the AI and predictive analytics innovators at Atidot. ETX Capital has won the title of Best CFD Provider at the ADVFN International Financial Awards 2021. Keith Gregg, Founder and CEO, Chalice Network, wrote an article “The Grail with Keith Gregg.” Pie Insurance has closed on $118 million in a Series C round of funding. FP Alpha launched a new tax tool for advisors: The Tax Snapshot. Cadence Bank to Implement Black Knight’s technology infrastructure. RightCapital partners with Broadridge to enhance enterprise-level offering. Zoe Financial announced a partnership with Halbert HargroveThe TIFIN Group announced the acquisitions of Totum Risk and myFinancialAnswers. 

DriveWealth

DriveWealth announced their partnership with Alinea to offer the next generation of investors a personalized, educational investing experience. 

Find details here.

Kingswood | WealthTech Club

Kingswood U.S. launched an all-digital alternative investment platform powered by WealthForge and Altigo. As retail investors look for ways to generate yield, increase diversification and mitigate risk, alternative investments are surging in popularity. Advisors are being asked more to include them in client portfolios. But regulatory requirements to participate in these assets can discourage both advisors and investors from considering them, and the complex due diligence requirements and integration of these products can discourage broker-dealers and RIAs from carrying them.

Find details here.

First Rate

First Rate, a provider of financial service technology solutions to the wealth management marketplace, announced the release of a completely redesigned and enhanced technology platform. These innovations, driven by Artificial Intelligence (AI) and machine learning technologies, include the launch of several new on-demand reporting technology solutions, a powerful data aggregation capability, and intelligent data analytics.

Find details here.

Atidot | WealthTech Club

The Guardian Life Insurance Company of America® (Guardian Life) announced it has entered into a joint venture with the AI and predictive analytics innovators at Atidot. The collaboration is focused on creating a platform that deploys artificial intelligence and machine learning to power data driven decision-making that helps make insurance products and services easier for consumers to understand and buy.

Find details here.

ETX Capital | WealthTech Club

ETX Capital has won the title of Best CFD Provider at the ADVFN International Financial Awards 2021.

Find details here.

Chalice Finanacial Network

There’s so much that goes into evolving a business through digital transformation. And marketing is up there at the top of the list, playing a key role throughout the entire process. Read more in the article of Keith Gregg, Founder/CEO, Chalice Network titled “The Grail with Keith Gregg.”

Find details here.

Pie Insurance | WealthTech Club

Pie Insurance, a startup offering workers’ compensation insurance to small businesses, announced this morning that it has closed on $118 million in a Series C round of funding.

Find details here.

FP Alpha | WealthTech Club

FP Alpha, an AI-driven wealth management solution for financial advisors, has announced the launch of, The Tax Snapshot, a dynamic client engagement deliverable that provides financial advisors with an instant summary of a client’s current tax return that complements the planning opportunities identified by the FP Alpha platform.

Find details here.

Black Knight | WealthTech Club

Black Knight, Inc. announced that Cadence Bank, a full-service, regional bank based in Atlanta, has selected Black Knight’s integrated, end-to-end origination and servicing technology solutions to support its entire mblaortgage and home equity business, expand its current functionality, and boost operational efficiencies.

Find details here.

RightCapital

RightCapital and Broadridge have partnered to provide enterprise-level clients with the financial planning technology needed to stay at the forefront of today’s ever-evolving financial services industry.

Find details here.

WealthTech Communication Tools

Zoe Financial, a digital marketplace that empowers consumers to find the best and most trustworthy financial advisor for them, announced an exciting partnership with Halbert Hagrove. Within the Zoe Advisor Network, clients can now match with fiduciary advisors ranked as one of Financial Advisor Magazine’s 2020 top RIA practices. 

Find details here.

THE TIFIN GROUP | WealthTech Club

The TIFIN Group, a holding company with nine fintech companies for the asset and the wealth management industry, announced the acquisitions of a risk profiling company, Totum Risk and a personal financial planning offering, myFinancialAnswers. TIFIN acquired the assets of both these companies to accelerate the launch of its own risk and financial planning solutions.

Find details here.

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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 12, 2021

WealthTech Weekly July 12, 2021

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…

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…