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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.

PayTech Round-Up September 16, 2020

PayTech Round-Up September 16, 2020

Square launched “On-Demand Pay”. Payoneer launched Payoneer for Banks. Sezzle released its virtual card for shoppers. Dash launched the FastPass network initiative. KodyPay raised £1.8m in funding. Deel raised $30m in Series B funding. CheckAlt…

WealthTech Weekly September 14, 2020

WealthTech Weekly September 14, 2020

M1 Finance reported 100% growth in its AUM portfolio in six months. Panoramix partners with Shareholders Service Group. Riskalyze announced an enterprise agreement with H. Beck. Prepay Nation partners with ACE Money…

PayTech Round-Up September 9, 2020

PayTech Round-Up September 9, 2020

2Checkout is acquired by Verifone. Zip Co agreed to acquire QuadPay. Melio raised $144m in funding. Cred and Checkbook.io joined Visa’s Fast Track program. AvidXchange launched the “Boost your Business” Program. Sezzle unveiled its virtual…

WealthTech Weekly September 7, 2020

WealthTech Weekly September 7, 2020

Advicent relations with MX. FIDx partners with Envestnet | MoneyGuide. MyRepChat announced an agreement with Cetera. InvestEdge Compliance and Surveillance is added to the Sanctuary Wealth platform. Smarsh participates in the Microsoft OCP program. Wealthfront…

PayTech Round-Up September 2, 2020

PayTech Round-Up September 2, 2020

QuadPay partners with Mastercard Vyze. Four partners with Stripe. The Payoneer for banks program partners with Kuda Bank. Capchase raised $4.6m in seed funding. Plastiq Accept, a card acceptance product, is…

WealthTech Weekly August 31, 2020

WealthTech Weekly August 31, 2020

CAIS announced an integration agreement with BNY Mellon’s Pershing. Wealthbox partners with Shareholders Service Group. DriveWealth partnered with Flink to give access to the US equities market to Flink's platform. Riskalyze…

PayTech Round-Up August 26, 2020

PayTech Round-Up August 26, 2020

Zuora expanded its partnership with GoCardless. Plastiq partners with Silicon Valley Bank. TransferWise expanded partnership with Mastercard. Radius Bank partners with Currencycloud. The Metal Neo Bank Payment Platform has acquired Bloks.io. Paystand…

WealthTech Weekly August 24, 2020

WealthTech Weekly August 24, 2020

Xignite revealed the results of a collaboration with SoFi on the launch of the SoFi Invest trading platform. Thomson Reuters acquired CaseLines. Wealthfront is rolling out cash prizes to its users. Advisors Todd Stabler and…