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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.

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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 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. 

PayTech Round-Up April 28, 2021

PayTech Round-Up April 28, 2021

Payment processing company Candex has raised a new $20 million Series A funding round. 121 Financial Credit Union Selects NCR Digital Banking for Consumers and NCR Digital Banking for Business. Read…

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…

PayTech Round-Up April 21, 2021

PayTech Round-Up April 21, 2021

Payment Approved Technologies has acquired Optima Compass Group. Zilch, a London, UK-based Buy Now, Pay Later (BNPL) startup, raised $80M in series B funding round.

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. 

PayTech Round-Up April 14, 2021

PayTech Round-Up April 14, 2021

Gemini has selected ComplyAdvantage’s hyperscale platform for anti-money laundering risk management. DocuPhase acquires payments technology company, Clearwater Payments. Ziglu has launched Bitcoin Boost. Splitit partners with UnionPay to offer cardholders instalment payments.

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.

PayTech Round-Up April 7, 2021

PayTech Round-Up April 7, 2021

CaptivateIQ has raised $46 million in a Series B round led by Accel. AdvicePay is launching Deliverables, a tool designed to centralize the financial planning payments and compliance review process. Dwolla releases access…