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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. Covr Financial Technologies secured a $2.3 million investment from Sony’s venture capital fund. Wealthfront will offer direct crypto investing later this year. Schwab’s stock has been a hit. Wall Street sees it climbing even higher. Farmers Bank & Trust of Magnolia will purchase the stock of Community First Trust Co. of Hot Springs. Nutmeg reaches $4.2 billion AUM. Step raises $100M Series C, announces Steph Curry’s investment. SoFi partners with Coursera to launch “The Fundamentals of Personal Finance” Specialization.

CogniCor

CogniCor, the provider of artificial intelligence-powered digital assistants for the wealth management industry, announced the launch of three new digital assistant modules to help wealth management firms support their employees and advisors with scalable solutions to their most labor-intensive and time-consuming operational issues and raise the efficiency and productivity of firms’ internal support functions.

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Andes Wealth Technologies Company Logo

Andes Wealth Technologies, an innovative wealth technology company, announced the release of an integrated, comprehensive, and powerful client onboarding and communication platform to help advisors enhance client relationships and better manage their practices.

Find details here.

Covr Financial Technologies

Hartford-based digital life insurance software maker Covr Financial Technologies said it has secured a $2.3 million investment from Sony’s venture capital fund, helping it wrap up an investment round totaling $12 million.

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Wealthfront

Fintech app Wealthfront will offer direct crypto investing later this year.

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charles-schwab

Schwab’s stock has been a hit. Wall Street sees it climbing even higher.

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Farmers Bank & Trust

Farmers Bank & Trust of Magnolia said that it will purchase the stock of Community First Trust Co. of Hot Springs, which will continue to operate as an independent trust company.

Find details here.

Nutmeg

Nutmeg reaches $4.2 billion AUM.

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Step

Teen banking service Step raises $100M Series C, announces Steph Curry’s investment.

Find details here.

Social_Financу

SoFi partners with Coursera to launch “The Fundamentals of Personal Finance” Specialization.

Find details here.

Guide: How can a BNPL solution grow?

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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 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. 

WealthTech Weekly April 12, 2021

WealthTech Weekly April 12, 2021

Lifeworks Advisors launched a new thought leadership video podcast series – The Future of Advice™. Acorns has acquired Pillar, an AI-powered startup. Apella Capital announced that Calandra Financial has joined the firm.

WealthTech Weekly April 5, 2021

WealthTech Weekly April 5, 2021

DriveWealth announced a partnership with Plaid via one API integration. AlphaTrAI announced that Bruce Lavine has been named President, Asset Management. MAI Capital will acquire Ownership Advisors Inc. (OAI). BrightPlan closed a $9.5 million…

WealthTech Weekly March 29, 2021

WealthTech Weekly March 29, 2021

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.

WealthTech Weekly March 22, 2021

WealthTech Weekly March 22, 2021

benjamin announced the release of a ground-breaking industry research report on the benefits that accrue by deploying an AI-driven Business Support System (BuSS). Pollinate announced it has closed a $50 million Series C…

WealthTech Weekly March 15, 2021

WealthTech Weekly March 15, 2021

DriveWealth announced a partnership with Hemista. Foreside has surpassed $160 billion in ETF assets distributed on its platform and acquired the regulatory compliance business of JG Advisory Services LLC. ChoiceWORX announces collaboration with automation…

WealthTech Weekly March 8, 2021

WealthTech Weekly March 8, 2021

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.