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SoFi collaborates with Delos to give homeowners access to Delos’ home wellness solutions. Robinhood acquired MarketSnacks, a financial news podcast and newsletter. SigFig launched SigFig Atlas, a platform for banks and customers. HiddenLevers partnered with Focus Financial Partners to create a business intelligence platform. Ellevest announced a new $33 million funding round.

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SoFi, online personal finance company, is collaborating with Delos™,  wellness real estate and technology company, to ensure homeowners will have an accessible financing path to implement Delos’ DARWIN Home Wellness Intelligence Network, a fully-integrated residential solution designed to enhance the health and well-being of residents.

Find details here.

Robinhood

Robinhood announced on Monday it has acquired MarketSnacks, which was described as a daily financial news podcast and newsletter, and has re-relaunched these products as Robinhood Snacks. According to Robinhood, as part of the acquisition, MarketSnacks Co-Founders Jack Kramer and Nick Martell are joining us as Managing Editors of News.

Find details here.

SigFig

SigFig, a financial technology company that is reimagining customer experiences in financial services, announced the launch of SigFig Atlas, a financial advice and software-guided sales platform for banks and customers.

The platform empowers banks to provide consistent, personalized financial advice and engage in high-quality customer conversations – improving customer satisfaction and loyalty.

Find details here.

HiddenLevers

HiddenLevers, a company built around cloud-based portfolio stress testing, has partnered with Focus Financial Partners, RIA consolidator firm, to create a business intelligence platform for Focus and its partner firms, according to a company announcement. Focus Financial began publicly trading last year and earlier this year announced a deal with an RIA tallying $1.3 billion in revenue, a deal that will contribute to an expected banner year in deal volume.

Find details here.

Ellevest

Ellevest, an automated investment platform tailored to women, announced a new $33 million funding round backed by prominent investors PayPal and Melinda Gates-founded Pivotal Ventures. Helmed by former Citigroup CFO Sallie Krawcheck, Ellevest has secured approximately $62.5 million in equity funding since its founding in 2014, according to current SEC filings.

Find details here.

WealthTech Weekly October 14, 2019

WealthTech Weekly October 14, 2019

UPS, Mastercard, Etsy, Brightside, Arizona State University, and Acorns join BlackRock’s Emergency Savings Initiative. Tradeweb Markets is collaborating with Cassini Systems and OpenGamma. Broadridge is to acquire Fi360. RetireUp is part of LPL…

WealthTech Weekly October 7, 2019

WealthTech Weekly October 7, 2019

AssetMark Financial Holdings with Canandaigua National Corporation will acquire OBS Financial. RIA in a Box expands the partnership with Riskalyze. Refinitiv partners with SigFig. Rockfleet and ActiveAllocator announce alliance. LPL Financial LLC was named a…

WealthTech Weekly September 30, 2019

WealthTech Weekly September 30, 2019

Broadridge Financial Solutions launches the Data Control Solution suite. Wealthsimple acquired a Canadian tax software company. SoFi partners with Coinbase. Titan Invest launched its retirement account offering. Fidelity Investments expands the partnership with Ethic.

WealthTech Weekly September 23, 2019

WealthTech Weekly September 23, 2019

WealthBar partners with Assante Wealth Management. HiddenLevers increase integration ties with SS&C's Black Diamond Wealth Platform. Envestnet | Tamarac partners with Syracuse. St. James’s Place Wealth Management migrated to SS&C’s solutions. Northern Trust launched…

WealthTech Weekly September 16, 2019

WealthTech Weekly September 16, 2019

PEAK6 acquires Electronic Transaction Clearing. HiddenLevers was selected by Axxcess Wealth Management. A strategic alliance of Jackson National Life Insurance Company with eMoney Advisor. Guideline partnered with Stripe. 350 advisors have recently onboarded…

WealthTech Weekly September 9, 2019

WealthTech Weekly September 9, 2019

Broadridge acquires Financial Database Services. AdvicePay integrates with Wealthbox. eMoney with Benzinga starts producing podcasts. Vestmark redesigned its website. Envestnet is working on a new feature. Trizic is rebranding and launching two new products. ScratchWorks launches…

WealthTech Weekly September 2, 2019

WealthTech Weekly September 2, 2019

Envestnet|Yodlee is a new Nacha Preferred Partner for Account Validation. Fiduciary Benchmarks has launched the Business Management Dashboard. Covr's digital platform integrates with and MoneyGuideElite financial planning software product. Facet Wealth is absorbing new clients…

WealthTech Weekly August 26, 2019

WealthTech Weekly August 26, 2019

Blaze Portfolio partners with Itiviti. Artivest partners with WM Partners. FIDx partners with Ebix Inc. BridgeMark Strategies formed a strategic alliance with Chalice Financial Network. The Grove team joins Wealthfront. CAIS launches a new product with…