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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. Amount has joined the unicorn club thanks to a $100 million Series D funding round. Lionpoint Group boosts geographical reach and service breadth with acquisition by Alpha FMC. Secfi raises $150M to keep techies informed on their stock options. Rabobank is spinning off its TreasurUp venture through a series A funding round. Docupace is expanding its back office platform with the acquisition of jaccomo.

Smarsh

Smarsh is seeing unprecedented adoption of its Connected Capture solution for Microsoft Teams.

Find details here.

Cetera

Cetera has collaborated with Docupace and AdvicePay, on a new API that streamlines operations and ensures a fully paperless, fee-for-service experience.

Find details here.

Vise

Vise, an AI-powered investment management platform built for advisors, announced it has raised $65 million in a Series C funding round led by Ribbit Capital, with participation from existing investors including Sequoia Capital.

Find details here.

Amount

Digital banking technology provider Amount has joined the unicorn club thanks to a $100 million Series D funding round.

Find details here.

Lionpoint

Lionpoint Group boosts geographical reach and service breadth with acquisition by Alpha FMC.

Find details here.

secfi

Secfi raises $150M to keep techies informed on their stock options.

Find details here.

rabobank

Rabobank is spinning off its TreasurUp venture through a series A funding round together with Australian listed cross border payments specialist OFX.

Find details here.

Docupace Technologies

Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces it is expanding its back office platform with the acquisition of jaccomo, a premier compliance, data integration, financial reporting, and advisor compensation accounting system.

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

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 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…

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.