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Discovery Data launched its next-generation market intelligence platform in conjunction with the expansion of its market-leading product suite. Captrust acquires Shine Wealth Partners. RiskPro integrates with Envestnet to enable investment advisors to build and manage client portfolios with less regulatory risk. CI Financial acquired The Roosevelt Investment Group. TradePMR adds Adhesion Wealth® to its Fusion platform. Smarsh® acquired Digital Reasoning. Robert Coppola joined Envestnet as Chief Technology Officer. Cassie Warrington joined Advisor360° as Vice President, Business Development.

Discovery Data

Discovery Data, the market leader in data, insight, and analytics for the financial services and insurance industries, announced its next-generation market intelligence platform in conjunction with the expansion of its market-leading product suite. These new releases extend Discovery Data’s lead over market competitors, delivering strategic outcomes including revenue growth, talent acquisition, and enhanced marketing performance.

Find details here.

CAPTRUST

Captrust secures its first Colorado location with Shine Wealth Partners acquisition. Shine Wealth Partners is Captrust’s fifth acquisition this year. It’s also Captrust’s third women-led firm since 2019.

Find details here.

Riskpro

RiskPro and Envestnet, Inc. announce an integration which will enable investment advisors to build and manage client portfolios with less regulatory risk. The strategic relationship between the two companies will allow RiskPro’s proposal generation, portfolio construction, and automated risk surveillance software to function within existing enterprise workflows on the Envestnet unified advice platform.

Find details here.

Envestnet

Envestnet, Inc. announces that Robert Coppola has joined the organization as Chief Technology Officer. Mr. Coppola reports to President Stuart DePina, and will succeed Scott Grinis, who has served as Envestnet’s Chief Technology Officer for the past 20 years and will retire in 2021.

Find details here.

CI Financial

CI Financial acquired The Roosevelt Investment Group, a registered investment advisor based in New York City. CI Financial is set to acquire Roosevelt at 100% ownership.

Find details here.

TradePMR

Adhesion Wealth®, a Vestmark company, and TradePMR announced the outsourced investment management solution is now available to registered investment adviser (RIA) customers utilizing TradePMR’s Fusion platform.

Find details here.

Advisor360°

Advisor360°, provider of a unified, integrated software suite for advisors, clients, broker-dealers and rollup-RIAs, announced that Cassie Warrington has joined the firm as Vice President, Business Development.

Find details here.

Smarsh

Smarsh®, enabling organizations to manage risk and uncover value within their electronic communications, announced the acquisition of Digital Reasoning, a global leader in natural language processing (NLP), artificial intelligence (AI), and machine learning (ML).

Find details here.

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WealthTech Weekly November 30, 2020

WealthTech Weekly November 30, 2020

Beacon Pointe Advisors mergers with CBD Wealth Management. CI Financial acquires majority interest in RGT Wealth Advisors. Meridian Capital acquires the Seattle division of Moss Adams Capital. Fiduciary Exchange partners with American Equity…

PayTech Round-Up November 25, 2020

PayTech Round-Up November 25, 2020

Chargebee partners with Pipe. Visa partnered with Conferma Pay. Nayax and Yuansfer partnered with Alipay. PCI Pal collaborates with Oracle. Sezzle partners with Wix. Credit Key raised $33.85 million towards its BNPL model. XTM Inc.…

WealthTech Weekly November 23, 2020

WealthTech Weekly November 23, 2020

AdvicePay partners with Cambridge. Smarsh announced support for T-Mobile for Business. Veater Financial Group joined SagePoint Financial. Adam Innerst joined BNY Mellon Wealth Management as Market President. John Gallagher and Mark Levin join LPL. Chad Roope…

PayTech Round-Up November 18, 2020

PayTech Round-Up November 18, 2020

Boost Payment Solutions is partnering with Global Healthcare Exchange. Douugh launched its app in the US. Payability partnered with Newegg. Third Coast Bank SSB adds Zelle® to its platforms. Radius Bank and Treasury…

PayTech Round-Up November 11, 2020

PayTech Round-Up November 11, 2020

The Hydrogen Technology Corporation received an investment from EML Payments. Cross River acquires Northern Dominion Metals. Shift4 Payments acquires 3dcart. NerdWallet acquires Fundera. PayPoint plans a double acquisition worth £70 million. Blackhawk Network acquired National…

WealthTech Weekly November 9, 2020

WealthTech Weekly November 9, 2020

Foreside Financial Group acquired Integrated Compliance Solutions Group. Eaton Vance Investment Counsel acquired WaterOak Advisors’ assets. Skience launched a virtual roundtable series. Confluence Wealth Management will join Buckingham Strategic Wealth. Ben Welch joined LPL…

PayTech Round-Up November 4, 2020

PayTech Round-Up November 4, 2020

Ibanera partners with Elavon. N2Xpress partners with Paykii. Radius Bank teamed up with Treasury Prime. APS Payments integrates with Sage X3. Repay Holdings Corporation acquired CPS Payment Services. Celero Commerce acquires TransNational Payments. Paxful…

WealthTech Weekly November 2, 2020

WealthTech Weekly November 2, 2020

DriveWealth announced a $56.7 million Series C round. Park Avenue Securities selected AdvicePay to help financial professionals transition to a fee-for-service, financial planning model. Wealthcare integrates with SS&C's Black Diamond® Wealth Platform. NFP…