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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. FutureFuel.io announced a $10 million Series A1 round, bringing its total Series A funding to $21.6M. One announces two additions to Board of Directors: Barbara Yastine, Former Chair & CEO of Ally, and Jay Shah, President of Personal Capital. Betterview announced a partnership with Joyn Insurance. Citadel Hires Zachariah Barratt, Apollo’s Head of Corporate Credit Trading. Northern Trust partners Two Sigma to provide quantitative analytics tech to clients. Sales Pistons LLC announced the launch of its new consulting firm. additiv announces a partnership with Clarity AI.

 

intelliflo

intelliflo Creates a New Global Leader in Financial Advice Technology. 

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INVENT

INVENT, an innovative cloud technology platform and consulting firm for the financial services sector, announced the commencement of the next stage of the company’s ongoing growth vision, with the appointment of wealth management industry leader Larry Roth as a Strategic Advisor. In this role, Mr. Roth will align his expertise in investment banking and growth planning with his network of strategic relationships to further fuel INVENT’s ongoing success.

Find details here.

Hub International Limited

Hub International Acquires the Assets of Ohio-based Benefit Strategies Agency, LLC and Affiliate. 

Find details here.

FutureFuel.io

FutureFuel.io, a student loan repayment platform that helps borrowers pay down debt quickly and efficiently, announced a $10 million Series A1 round, bringing its total Series A funding to $21.6M.

Find details here.

 

 

ONE

One, a Digital Banking Service, Announces Two Additions to Board of Directors: Barbara Yastine, Former Chair & CEO of Ally, and Jay Shah, President of Personal Capital. 

Find details here.
Betterview

Betterview, the remote property intelligence platform that aims to empower and inform every stage of the policy life-cycle, has announced a partnership with Joyn Insurance, a newly-formed InsurTech company focusing on the US small and mid-sized commercial market. 

Find details here.

citadel

Citadel hires Zachariah Barratt, Apollo’s Head of Corporate Credit Trading. 

Find details here.

Two Sigma

Northern Trust partners Two Sigma to provide quantitative analytics tech to clients. 

Find details here.

Sales Pistons LLC

Sales Pistons LLC announced  the launch of its new consulting firm dedicated to helping fintech CEOs and their PE firms unblock stalled revenue for long-term sustainable growth. 

Find details here.

additiv

additiv, a leading SaaS provider to the wealth management industry, announces a partnership with Clarity AI, a global sustainability and data science tech platform, that brings wealth managers sustainability insights to build smarter portfolios, provide client support and comply easily with regulation. 

Find details here.

Guide: How can a BNPL solution grow?

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.

INSART is a leading partner of WealthTech Club.

Contact Vasyl Soloshchuk to learn details. Visit site.

WealthTech Weekly June 14, 2021

WealthTech Weekly June 14, 2021

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WealthTech Weekly June 7, 2021

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WealthTech Weekly May 31, 2021

WealthTech Weekly May 31, 2021

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WealthTech Weekly May 24, 2021

WealthTech Weekly May 24, 2021

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WealthTech Weekly May 17, 2021

WealthTech Weekly May 17, 2021

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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…