fbpx

Wealth Enhancement Group increased its AUM by $3B. Betterment CEO Jon Stein named Sarah Kirshbaum Levy as the new head of the robo advisor. Personal Capital, an Empower Company, named Dr. Deepak Chopra as the member of the “Financial Heroes” campaign. Skience hired Kyle Van Pelt as Executive Vice President, Sales. Ryan Diachok, current president of Geneos Wealth Management, has taken over the CEO duties. LaSalle St. rolled out its Growth Acceleration Platform. Fusion Financial Partners have launched FusionNetix™. benjamin announced the launch of its complete, end-to-end technology. WageCan partners with CYBAVO and acts as the exclusive agent of CYBAVO in North America. SimCorp announced a new collaboration with AI fintech, IntelliBonds. DNA Behavior International announces a new integration with Schwab Advisor Services™. Cetera announced the affiliation of Pierson Wealth Management.

Wealth Enhancement Group

Wealth Enhancement Group increased its assets under management by $3 billion to just over $25 billion due to its latest acquisition: SVA Companies’ wealth management and trust businesses, collectively known as SVA Financial Group.

Find details here.

Betterment

Betterment co-founder and CEO Jon Stein announced that he was stepping down from his leadership post, naming Sarah Kirshbaum Levy as the new head of the robo advisor.

Find details here.

LaSalle St.

LaSalle St., a family of wealth management firms encompassing independent broker-dealer and registered investment adviser (RIA) platforms, announced the rollout of its Growth Acceleration Platform for financial institutions-based wealth management programs.

Find details here.

Personal Capital, an Empower Company

Personal Capital, an Empower Company, a remote-first, industry-leading provider of financial software tracking and tools unveiled its newest member of the “Financial Heroes” campaign, Dr. Deepak Chopra.

Find details here.

Skience

Skience, the leading provider of workflow automation, consulting services and integrations for firms in the wealth management industry, announced it has hired Kyle Van Pelt as Executive Vice President, Sales, effective immediately.

Find details here.

WageCan

WageCan partners with the leading cybersecurity firm CYBAVO and also acts as the exclusive agent of CYBAVO in North America. WageCan blockchain-based enterprise solutions will be secured with the highest standards in the industry by CYBAVO key management technology, whose cryptocurrency vault and wallet manager for enterprise ensures the highest standards of security to protect our customers’ digital assets.

Find details here.

IntelliBonds

SimCorp, a leading provider of integrated, front-to-back, multi-asset investment management solutions and services to the world’s largest buy-side institutions, announces a new collaboration with AI fintech, IntelliBonds, to deliver clients access to AI innovation, enhanced portfolio construction and optimization for fixed income portfolios.

Find details here.

Geneos Wealth Management

Russell Diachok, who co-founded Denver-based independent broker/dealer Geneos Wealth Management with his father in 2002, has retired from his role as chief executive of the firm, which has more than 280 advisors and revenues of $130 million. Diachok’s nephew, Ryan Diachok, current president of Geneos, has taken over the CEO duties.

Find details here.

Fusion Financial Partners

The founders of Fusion Financial Partners have launched FusionNetix™, a new firm created to deliver white-glove managed IT services, cybersecurity expertise, and IT consulting solutions to the wealth management industry.

Find details here.

DNA Behavior

DNA Behavior International, the behavioral science tech company that enables financial services organizations to access validated behavioral insights via its all-in-one cloud-based platform, announces a new integration with Schwab Advisor Services™.

Find details here.

Pierson Wealth Management

Cetera has announced the affiliation of Pierson Wealth Management. Led by Owner and Investment Advisor Representative, Ivy Pierson, the firm specializes in developing and implementing retirement and estate plans for private clients.

Find details here.

Benjamin

benjamin, the only business support system driven by AI and specifically designed for the wealth management industry, announced the launch of its complete, end-to-end technology that will bring scale, profitability and a better client experience so that independent RIA firms can navigate a much more challenging environment.

Find details here.

Access the whole Fintech integrations ecosystem in one place

PayTech Round-Up January 13, 2021

PayTech Round-Up January 13, 2021

Bakkt goes public. NCR buys Cardtronics. Mastercard launches a new tool. EVO Payments expanded its suite of solutions. ThryvPay processed more than $2M. PrimaHealth Credit launched a BNPL payment plan. PayJunction launched an electronic…

WealthTech Weekly January 11, 2021

WealthTech Weekly January 11, 2021

Twenty Over Ten launched a refreshed brand and revamped website. Citadel Servicing Corporation is rebranding as Acra Lending. Integrated Advisors Network acquired ReDefine Independent Advisors. Captrust Financial Advisors acquires MRA Associates. Hub International…

WealthTech Weekly December 28, 2020

WealthTech Weekly December 28, 2020

InvestSuite has raised €3M in a fresh round of funding. Shore Bancshares, Inc. announced the appointment of Dawn M. Willey as a director of both the Company and Shore United Bank. Private…

PayTech Round-Up December 23, 2020

PayTech Round-Up December 23, 2020

Wirex is a principal member of Visa in Europe. Big Y will use NCR Corporation’s platform. Thoma Bravo LP acquires RealPage Inc. Billhop partners with Visa Finland and Oma Säästöpankki Oyj. Rent-A-Center acquires…

WealthTech Weekly December 21, 2020

WealthTech Weekly December 21, 2020

Fischer & Company will merge with Stralem & Company. Raymond James is to acquire Financo. RightCapital integrates with LPL`s ClientWorks program. Docupace partners with Ameritas. Taxdoo raised $21 million. Landbay attracted more than…

PayTech Round-Up December 16, 2020

PayTech Round-Up December 16, 2020

Gleif plans to develop a digital service. Swedish Rocker pilots the contactless fingerprint debit card. Barclaycard launched a new online platform. OKCoin will trade Blockstack's STX since January. FMX trading platform is officially…

PayTech Round-Up December 9, 2020

PayTech Round-Up December 9, 2020

Zuora partners with Stripe. TransferGo teamed up with Mastercard. Boom Commerce partners with Paide. Finexio partners with Veem. Fulcrum Equity Partners sold their investment in Fattmerchant to GSV. CULS selected ACI Speedpay.…

WealthTech Weekly December 7, 2020

WealthTech Weekly December 7, 2020

S&P Global will buy IHS Markit. FMG Suite acquired Twenty Over Ten. Laird Norton Wealth Management merged with Filament. FA Match announced a $1M pre-seed funding round. New appointment atBNY Mellon Wealth Management. AlphaTrAI…