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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. Boast.ai announced the addition of a new board member and three new executives to its leadership team. OpenPayd has partnered with SwissBorg. Broadridge Financial Solutions announced that Canadian financial services company Aviso Wealth Inc. Vestmark, Inc. announced that Vestmark Advisory Solutions, Inc. Resources Investment Advisors and NextCapital have partneredFirst Rate acquires an alternative investment management solution with a global client base.

ETX Capital | WealthTech Club

ETX Capital acquired Oval.

Find details here.

AdvisorEngine

AdvisorEngine and Fidelity Investments are rolling out deeper integrations for account opening that will enable advisors to more seamlessly open accounts on the Fidelity.

Find details here.

WealthTech News Digest

MoneyLion announced a partnership with insurance broker NFP  to provide MoneyLion members with direct access to insurance and financial wellness offerings. The partnership, powered by NFP’s InsurChoice program, enables MoneyLion members to shop for and buy insurance products and solutions through MoneyLion’s all-in-one financial platform.

Find details here.

KB Financial Companies, LLC

KB Financial Companies, LLC has recently appointed Julie Straley as Managing Director of Family Office Services and Richard Rankin as Managing Director of KB Corporate Finance to complement the firm’s continued growth.

Find details here.

Boast.ai

Boast.ai, a FinTech platform that helps companies automate the cumbersome process of preparing and financing Research and Development (R&D) tax credit claims in the United States and Scientific Research & Experimental Development (SR&ED) tax credits in Canada, announced the addition of a new board member and three new executives to its leadership team, including Chief Technology Officer, Chief Marketing Officer, and Chief Financial Officer.

Find details here.

OpenPayd

Payments and BaaS platform OpenPayd has partnered with SwissBorg, a cryptocurrency wealth management platform based on blockchain technology, according to the official press release.
Find details here.

Broadridge Financial Solutions

Broadridge Financial Solutions, Inc., a global Fintech leader, announced that Canadian financial services company Aviso Wealth Inc. is being powered by Broadridge’s digital advisor desktop and securities processing engine and is utilizing its integrated Digital Information Onboarding platforms.

Find details here.

Vestmark

Vestmark, Inc., a leading provider of portfolio management tools and trading software, announced that Vestmark Advisory Solutions, Inc., the firm’s registered investment advisor (RIA) subsidiary, has partnered with UBS Wealth Management USA to expand its offering of zero-fee Separately Managed Accounts (SMA).

Find details here.

NextCapital

Leading retirement plan adviser Resources Investment Advisors – A OneDigital Company and enterprise digital advice company NextCapital have partnered to deliver personalized advice solutions across three new defined contribution recordkeepers.

Find details here.

First Rate

As part of First Rate’s commitment to building a global and innovative presence in the FinTech marketplace, First Rate acquires an alternative investment management solution with a global client base that manages and advises more than $1 trillion in private equity, venture capital, real-estate and public investments.

Find details here.

Guide: How can an embedded lending 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

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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

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WealthTech Weekly May 24, 2021

WealthTech Weekly May 24, 2021

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WealthTech Weekly May 10, 2021

WealthTech Weekly May 10, 2021

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WealthTech Weekly May 3, 2021

WealthTech Weekly May 3, 2021

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WealthTech Weekly April 26, 2021

WealthTech Weekly April 26, 2021

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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.