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Truelytics selected SkyView Partners as its exclusive lending partner. Visa to pay $5.3 billion to buy fintech startup Plaid. Envestnet and Dynasty Financial Partners are launching Advisor Services Exchange. Independent Financial Partners becomes a Galileo Money+ banking partner. Keatley Wealth Management has merged with Modera Wealth Management. Apex Clearing integrated with Singapore-based global provider of digital wealth technology Bambu. Cerity Partners merged with New York-based wealth management firm EMM Wealth. Flourish announced a partnership with Buckingham Strategic Wealth.

Truelytics

Truelytics, a B-to-B Enterprise SaaS company, announced that it has selected SkyView Partners as its exclusive lending partner. The partnership will benefit financial advisory and wealth management firms on Truelytics’ Advisor Transition Management platform, which helps firms improve mission-critical ‘transition-driven’ business processes like recruitment, practice improvement, business valuation, and succession management.

Find details here.

Plaid

Visa Inc said it agreed to buy privately held software startup Plaid Inc in a $5.3 billion deal that will boost the payments giant’s access to the booming financial technology space.

Find details here.

Envestnet

Envestnet announced it is joining forces with Dynasty Financial Partners to launch the Advisor Services Exchange (ASx), which will offer financial advisors using Envestnet’s platforms an enhanced set of tools and services to help build and grow their businesses.

Find details here.

Independent Financial Partners

IFP, a full-service broker-dealer, registered investment adviser and insurance agency, announced that its more than 200 affiliated financial advisors across the U.S. will now be able to offer high-interest, FDIC-insured bank accounts to their customers through Galileo Money+.

Find details here.

Modera Wealth Management

Keatley Wealth Management, an independent, fee-only financial advisory firm located in Charlotte, NC, has joined Modera Wealth Management. The merger was official as of January 1, 2020.

Find details here.

Apex Clearing Corporation

Apex Clearing, the custody and clearing engine powering the future of wealth management, is now fully integrated with Singapore-based global provider of digital wealth technology Bambu – a move that will further revolutionize digital investing for consumers.

Find details here.

Cerity Partners

Cerity Partners, one of the nation’s leading independent financial advisory firms, announced that it has merged with New York-based wealth management firm EMM Wealth. With this merger, Cerity Partners now manages approximately $26 billion in assets.

Find details here.

Flourish

Flourish, a platform for financial advisors, announced a partnership with Buckingham Strategic Wealth to offer Flourish Cash as a cash management option for Buckingham’s advisors and their clients. Clients of Buckingham Strategic Wealth now have access to a competitive variable rate on their cash, high levels of FDIC coverage through Flourish Cash’s Program Banks, and a modern and streamlined user experience.

Find details here.

WealthTech Weekly February 17, 2020

WealthTech Weekly February 17, 2020

Orion partners with Ameritas Investment Company LLC, Benjamin F. Edwards, and Great Valley Advisor Grou. Synergy Wealth Alliance joined LPL Financial’s platforms. Frontier Wealth Management acquired Highwater Wealth Management. Orion updated the Connect…

WealthTech Weekly February 10, 2020

WealthTech Weekly February 10, 2020

EP Wealth Advisors acquired International Research & Asset Management. Grab Financial Group acquired Bento. OneDigital acquires Resources Investment Advisors. Professionals at Farm Bureau Financial Services will use Riskalyze's risk metrics. WisdomTree Investments plans…

WealthTech Weekly February 3, 2020

WealthTech Weekly February 3, 2020

Goldman Sachs is rebranding United Capital. Bluespring acquires Florida RIA. Mercer Advisors buys First Ohio Planning. Fidelity now offers fractional shares trading. Riskalyze announces “Regulation Best Interest” solution. Orion leverages financial planning acquisition. GeoWealth…

WealthTech Weekly January 27, 2020

WealthTech Weekly January 27, 2020

Act Analytics launches new ESG portfolio analytics platform for RIAs. ETHIC, a Wealth Bank, Launches in Boston. Totum Risk integrates and partners with AdvisorPeak. Fiduciary Trust acquires Pennsylvania Trust. Creative Planning acquires Stratford Consulting. Wickham…

WealthTech Weekly January 13, 2020

WealthTech Weekly January 13, 2020

Asset-Map integrates with Black Diamond. LPL makes MoneyGuide available in ClientWorks. Goldman Sachs creates consumer & wealth management arm. UBS cuts up to 500 jobs. BBVA Wealth Solutions names its new Chief…

WealthTech Weekly January 6, 2020

WealthTech Weekly January 6, 2020

Hearsay Systems has added an automated compliance supervision component to its Relate platform. SigFig's director of quality assurance has left the robo-advice provider. Personal Capital hit a milestone of $12 billion in…

WealthTech Weekly December 23, 2019

WealthTech Weekly December 23, 2019

Moody’s Analytics is named the Data Provider of the Year. FinancialForce was named a Leader in G2’s latest reports for Professional Services Automation. MacKay will use Artivest's open-architecture digital platform. Totum Risk™…

WealthTech Weekly December 16, 2019

WealthTech Weekly December 16, 2019

James A. Combs Jr. is appointed to the Chalice Advisory Board. d1g1t will provide BBR's clients with its analytics, reporting and performance management software solution. Envestnet Yodlee will improve the visibility…