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Personal Capital raised $50 million in a Series F funding. Fidelity plans March launch of its Bitcoin custody service. 55ip’s investment strategy engine is now available on the CircleBlack platform.  iCapital Network is recognized as Top Fintech Firm by Forbes. Active Allocator announces highlights of business milestones met in 2018. The T3 conference highlighted best-in-class digital strategies.

Personal Capital

Personal Capital, a leading digital wealth management company, announced that it has raised $50 million in a Series F funding round led by IGM Financial Inc., the largest investor and member of the Power Financial Corporation group of companies, at a higher valuation than prior rounds.

Find more info here.

Active Allocator

Active Allocator announces highlights of business milestones met in 2018. FinTech extends digital asset allocation and portfolio construction product, adds emerging markets capabilities, enhances investment research.

Find more info here.

55ip

55ip, an investment strategy engine that enables advisers to automate and custom-build investment strategies using quantitative capabilities, is now available on CircleBlack, a multi-aggregation wealth management platform.

Find more info here.

iCapital Network

iCapital Network, a leading financial technology platform that is improving access and efficiency in the alternative investment industry, announced it has been named to the 2019 Forbes Fintech 50 list, highlights the top 50 innovative financial technology companies that are transforming finance through technology.

Find more info here.

Fidelity Investments

Fidelity Investments is targeting a March launch date for its Bitcoin custody service, according to three people with knowledge of the matter, as the mutual-fund giant moves forward with a plan that could help ease fears of trading cryptocurrencies.

Find more info here.

T3 Conference

Top tech rollouts, trends from T3. From new cloud-based ventures to the latest software for estate planning and retirement tools, the conference highlighted best-in-class digital strategies.

Find more info here.

WealthTech Weekly February 4, 2019

WealthTech Weekly February 4, 2019

Acorns raised $105 million in Series E funding. AdvicePay raised $2 million in seed extension funding. AdvisorEngine integrates with BNY Mellon's Pershing. Axos Financial acquires COR Clearing LLC. DriveWealth will expand its partnership…

WealthTech Weekly January 28, 2019

WealthTech Weekly January 28, 2019

Artivest expands alternative investment platform. Thomson Reuters Elite launches 3E in the Cloud. SelfWealth launches a new ETF targeting self-managed super funds. Wealthsimple partners with TurboTax. Entreda partners with Docupace. Advyzon integrates with Riskalyze. Nutmeg raised $58.2 million…

WealthTech Weekly January 21, 2019

WealthTech Weekly January 21, 2019

Bridge raised a Series A funding of undisclosed amount. 55ip partners with FinFolio. MoneyGuide announced the expansion of its financial planning platform to meet the individual needs of all advisors. Fiserv acquires First…

WealthTech Weekly January 14, 2019

WealthTech Weekly January 14, 2019

Interactive Brokers is going to launch a new turnkey wealth management solution with Martsone. Mobile banking startup N26 raised $300 million in a Series D funding round. United Capital Financial Advisers introduced…

WealthTech Weekly December 31, 2018

WealthTech Weekly December 31, 2018

iCapital Network has partnered with Rockefeller Capital Management. Wealthfront Advisers agreed to settle SEC’s claims for a $250,000 fine. Bank Of America improves the cash handling processes with a new blockchain patent. Advizr…

WealthTech Weekly December 24, 2018

WealthTech Weekly December 24, 2018

A majority stake in WealthBar Financial Services to be acquired by CI Financial. DriveWealth partners with Avenue Securities. Lincoln Financial Group partners with eMoney Advisor and Redtail Technology. LifeYield provides its Social Security Advantage solution…

WealthTech Weekly December 17, 2018

WealthTech Weekly December 17, 2018

BlackRock’s iRetire integrates with eMoney Advisor. BlackRock partners with Microsoft. Tradier Inc. partners with Jellifin. LPL’s CEO Dan Arnold lays out Integration Roadmap. RIA in a Box launches the Audit…

WealthTech Weekly December 10, 2018

WealthTech Weekly December 10, 2018

LPL Financial acquires AdvisoryWorld. Facet Wealth partners with Vestmark. Bank of New York Mellon partners with Vestwell. SmartAsset launched SmartAdvisorMatch.com. Western will launch their integrated tools powered by eMoney’s technology. Folio Financial announced the launch…