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Xignite revealed the results of a collaboration with SoFi on the launch of the SoFi Invest trading platform. Thomson Reuters acquired CaseLines. Wealthfront is rolling out cash prizes to its users. Advisors Todd Stabler and Dave Mantell have moved their book of business to LPL Financial. Creative Planning Inc. announced the acquisition of Miller Financial Management. Blockchange Inc and Gemini Trust Co. LLC announced a partnership. tru Independence has hired Gary Bonner as its new COO.

xignite

Xignite, a provider of market data distribution and management solutions for financial services and technology companies, today revealed the results of a collaboration with leading digital personal finance company SoFi on the launch of the SoFi Invest trading platform.

Find details here.

Thomson Reuters

Thomson Reuters has announced that it has acquired CaseLines, a cloud-based court document and evidence management platform.

Find details here.

Wealthfront

Wealthfront is rolling out cash prizes to its users, and the latest is $20 to anyone who gets a direct deposit in their Cash Account.

Find details here.

LPL Financial

Advisors Todd Stabler and Dave Mantell, who manage about $300 million in client assets in Bellevue, Wash., have moved their book of business to LPL Financial.

Find details here.

Creative Planning

Creative Planning Inc. (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA”), today announced the acquisition of Miller Financial Management, a Registered Investment Advisory firm located in Muncie, Indiana.

Find details here.

Blockchange

Blockchange Inc, the digital asset investing platform for professional wealth managers, and Gemini Trust Co. LLC, a cryptocurrency exchange and custodian, today announced a partnership to provide registered investment advisors (RIAs) a secure one-stop-shop for buying, selling and storing digital assets.

Find details here.

tru-independence

Portland, Ore.-based tru Independence, an open architecture service platform for breakaways and independent advisors, has hired Gary Bonner, a founding partner and former COO of Avalon Advisors, a Texas RIA, as its new COO.

Find details here.

PayTech Round-Up September 16, 2020

PayTech Round-Up September 16, 2020

Square launched “On-Demand Pay”. Payoneer launched Payoneer for Banks. Sezzle released its virtual card for shoppers. Dash launched the FastPass network initiative. KodyPay raised £1.8m in funding. Deel raised $30m in Series B funding. CheckAlt…

WealthTech Weekly September 14, 2020

WealthTech Weekly September 14, 2020

M1 Finance reported 100% growth in its AUM portfolio in six months. Panoramix partners with Shareholders Service Group. Riskalyze announced an enterprise agreement with H. Beck. Prepay Nation partners with ACE Money…

PayTech Round-Up September 9, 2020

PayTech Round-Up September 9, 2020

2Checkout is acquired by Verifone. Zip Co agreed to acquire QuadPay. Melio raised $144m in funding. Cred and Checkbook.io joined Visa’s Fast Track program. AvidXchange launched the “Boost your Business” Program. Sezzle unveiled its virtual…

WealthTech Weekly September 7, 2020

WealthTech Weekly September 7, 2020

Advicent relations with MX. FIDx partners with Envestnet | MoneyGuide. MyRepChat announced an agreement with Cetera. InvestEdge Compliance and Surveillance is added to the Sanctuary Wealth platform. Smarsh participates in the Microsoft OCP program. Wealthfront…

PayTech Round-Up September 2, 2020

PayTech Round-Up September 2, 2020

QuadPay partners with Mastercard Vyze. Four partners with Stripe. The Payoneer for banks program partners with Kuda Bank. Capchase raised $4.6m in seed funding. Plastiq Accept, a card acceptance product, is…

WealthTech Weekly August 31, 2020

WealthTech Weekly August 31, 2020

CAIS announced an integration agreement with BNY Mellon’s Pershing. Wealthbox partners with Shareholders Service Group. DriveWealth partnered with Flink to give access to the US equities market to Flink's platform. Riskalyze…

PayTech Round-Up August 26, 2020

PayTech Round-Up August 26, 2020

Zuora expanded its partnership with GoCardless. Plastiq partners with Silicon Valley Bank. TransferWise expanded partnership with Mastercard. Radius Bank partners with Currencycloud. The Metal Neo Bank Payment Platform has acquired Bloks.io. Paystand…

PayTech Round-Up August 19, 2020

PayTech Round-Up August 19, 2020

FastSpring is featured on its annual Inc. 5000 list for the 10th year in a row. MSI has partnered with PaySimple. American Express acquires Kabbage. Routable has come out of…