fbpx

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.

Social_Financу

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 June 10, 2019

WealthTech Weekly June 10, 2019

FinMason partnered with Silver Wealth Technologies. Panoramix integrates with Wealthbox. Docupace and WalkMe announced a strategic partnership. Broadridge launches a new blockchain-based shareholder disclosure platform in Europe. Advisor Group completed its 4th annual Wealth…

WealthTech Weekly June 3, 2019

WealthTech Weekly June 3, 2019

Aegon Growth Capital Fund purchased 25 percent of the shares in RISK Verzekeringen. Social Finance (SoFi) is in the final stages of securing $500 million from the Qatar Investment Authorit.…

WealthTech Weekly May 27, 2019

WealthTech Weekly May 27, 2019

Asset-Map integrates with Orion. Broadridge acquires Canadian RPM Technologies. Capitect integrates with RightCapital. Wealthsimple raised $75 million. Vestmark's Adhesion Wealth connects advisors and asset managers. Waddell & Reed launched WaddellONE technology to its advisors.

WealthTech Weekly May 20, 2019

WealthTech Weekly May 20, 2019

Chalice partners with Riskalyze, NRS and WeWork. BlackRock acquired eFront. Wealthbox CRM integrates with the Black Diamond Wealth Platform. Nest Wealth acquires Alberta-based Razor Logic Systems. North Capital builds free financial planning platform. Atria…

WealthTech Weekly May 13, 2019

WealthTech Weekly May 13, 2019

Jemstep launches the Jemstep Advisor Pro App on Salesforce AppExchange. SoFi announced a new ETF product focused on the gig economy. OpenInvest launches a new tool for financial advisors. BlackRock and Envestnet…

WealthTech Weekly May 6, 2019

WealthTech Weekly May 6, 2019

E*TRADE's customers will trade Bitcoin and Ethereum. Interactive Brokers combines Watchlists & Scanners. Envestnet announced new analytical tools. AdvisorEngine announced deeper Junxure integrations. Broadridge acquires Rockall Technologies. IBM collaborates with Thomson Reuters. Guideline…

WealthTech Weekly April 29, 2019

WealthTech Weekly April 29, 2019

Xignite partnered with StockCharts.com. SmartRIA integrates with SS&C’s Black Diamond Wealth Platform. 55ip partnered with Shareholders Service Group. Docupace integrates with FundKeeper. TradePMR is rolling out new augmented reality technology. Wealthfront is increasing…

WealthTech Weekly April 22, 2019

WealthTech Weekly April 22, 2019

United Capital launches an advice and planning platform for independent advisers. Betterment adds Dimensional Fund Advisors to its platform for advisers. Vestwell combines 3(38) fiduciary line-up services with target date model portfolios from Morningstar.
?>