fbpx

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 acquired Itegria, LLC. Northern Trust Corporation NTRS recently closed the deal to acquire Parilux Investment Technology, LLC. UNest  partnered with Haven Life. Commonwealth Bank of Australia has acquired health technology provider Whitecoat. 55ip announced that advisors now have access to Fidelity InstitutionalSM’s model portfoliosCreative Planning announced the acquisition of Sullivan, Bruyette, Speros & Blayney, LLC. Orion partners with FeeX to integrate with a tool that lets advisors make trades on 401(k)s and other held-away accounts in a way that is safe and scalable.

Orion

Orion partners with FeeX to integrate with a tool that lets advisors make trades on 401(k)s and other held-away accounts in a way that is safe and scalable.

Find details here.

WealthTech Tools: FMG

FMG Suite, a SaaS company specializing in marketing software and services for financial professionals, and its recently acquired brand Twenty Over Ten announced the launch of new tools to help financial professionals leverage customer testimonials in their digital marketing.

Find details here.

Lifeworks Advisors

Lifeworks Advisors, a fast-growing independent RIA firm, announced that the company has acquired Aimvest Technologies, an innovative financial technology development company. Aimvest’s technology will be integrated into the Lifeworks Advisor platform to dynamically create custom investment portfolios for clients based on their unique financial planning data and changing life events.

Find details here.

Cetera

Cetera snags $2.4 billion team from MassMutual.

Find details here.

ITEGRIA, LLC

RIA in a Box, a leading Software-as-a-Service (SaaS) provider of compliance, cybersecurity, and operational software solutions to the wealth management industry, announced that it has acquired ITEGRIA, LLC, a leading provider of cloud-based virtual desktop solutions for RIAs.

Find details here.

Parilux Investment Technology

Northern Trust Corporation NTRS recently closed the deal to acquire Parilux Investment Technology, LLC.

Find details here.

UNest

Investment app UNest partnered with Haven Life to allow UNest members to earn a reward when considering Haven’s term life insurance.

Find details here.

whitecoat

Commonwealth Bank of Australia has acquired health technology provider Whitecoat, furthering its ambition to create an end-to-end digital payment, claiming, and directory solution for the healthcare industry.

Find details here.

55ip

55ip announced that advisors now have access to Fidelity InstitutionalSM’s professionally managed model portfolios, combined with 55ip’s ActiveTax Technology®, to help advisors add scale and efficiency to their practices. In addition, 55ip’s existing integration with Fidelity’s custodial platform has been enhanced to make the experience even easier for advisors.

Find details here.

Creative Planning

Creative Planning Inc. (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA”), announced the acquisition of Sullivan, Bruyette, Speros & Blayney, LLC (“SBSB”), with over $5 billion in assets under management. 

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. Contact Vasyl Soloshchuk to learn details. Visit site. INSART is a leading partner of WealthTech Club.

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. 

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 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…

WealthTech Weekly April 19, 2021

WealthTech Weekly April 19, 2021

GCF Valuation announced the launch of FinVal. Skience appointed Chris Zuczek to the newly-created role of Chief Product Officer. Retail investing surged in Q1 according to new data released from DriveWealth.