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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 April 15, 2019

WealthTech Weekly April 15, 2019

Broadridge launches Broadridge Securities Lending Board Insights. PIEtech launches MoneyGuideElite. Betterment partners with Goldman Sachs and BlackRock. YCharts partners WealthManagement.com. Finicity partners with Pulte Mortgage. iCapital Network was recognized in…

WealthTech Weekly April 8, 2019

WealthTech Weekly April 8, 2019

Additional Tamarac services to the users of PortfolioCenter after Envestnet | Tamarac® acquires it. LifeYield's asset location technology will be available to Mercer Advisors' 40 regional offices and centralized investment team. Vestwell Holdings raised…

WealthTech Weekly March 25, 2019

WealthTech Weekly March 25, 2019

Interactive Brokers releases a new product. Morgan Stanley partners with iCapital. Wealthsimple partners with H&R Block. Empower Retirement will deliver advisory services to workers. Envestnet acquires PIEtech. Broadridge Financial Solutions…

WealthTech Weekly March 18, 2019

WealthTech Weekly March 18, 2019

Itiviti launches unified offering following merger with Ullink. Stash launches a rewards program to bridge banking and investing. Entreda launches Unify 360 Concierge Service for cybersecurity. Wealthsimple launched a commission-free stock-trading mobile app. Oranj…

WealthTech Weekly March 11, 2019

WealthTech Weekly March 11, 2019

Chalice Financial Network forms a strategic partnership with Orion Advisor Services. TS collaborates with BIDS Trading and releases the QUO platform for managing investments. Axos Securities acquired WiseBanyan Holding and its subsidiaries. AssetMark…

WealthTech Weekly March 4, 2019

WealthTech Weekly March 4, 2019

AdvisorBid launches public profiles for all registered investment advisors. Envestnet Insurance Exchange is entering its pilot phase with financial advisors. AssetMark integrates Redtail data with its platform to simplify the client onboarding…

WealthTech Weekly February 25, 2019

WealthTech Weekly February 25, 2019

Portfolio Pathway partners with Shareholders Service Group. Vestwell partnered with OnPay. United Capital’s FinLife Partners has now 85 firms nationwide. Broadridge Financial Solutions released a study about communications with advisors.…

WealthTech Weekly February 18, 2019

WealthTech Weekly February 18, 2019

Thomson Reuters launched a new product to improve risk analysis. Wealthfront is expanding its suite of financial products. SoFi plans new lending products and move into stock trading.