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Act Analytics launches a new ESG portfolio analytics platform for RIAs. ETHIC, a Wealth Bank, launched in Boston. Totum Risk integrates and partners with AdvisorPeak. Fiduciary Trust acquires Pennsylvania Trust. Creative Planning acquires Stratford Consulting. Wickham Cash Partners joins UBS Private Wealth. Cerity Partners merged with Sullivan & Serwitz.

Act Analytics

Act Analytics, an innovative investment analytics technology platform, announced the launch of a new Environmental, Social and Governance (ESG) portfolio analytics platform that will enable Registered Investment Advisors (RIAs) to compare, contrast and construct customized ESG portfolios for their clients.

Find details here.

ETHIC Wealth Bank

ETHIC, a Wealth Bank, with headquarters at 125 High Street in Boston, announces its inception. ETHIC is the first of its kind in that it offers a complete platform of banking and wealth management solutions with exceptional client service supported by sophisticated yet user-friendly technology.

Find details here.

UBS

The 17-member team with $10 billion in assets under management will report to Julie Fox and Brendan Graham and will be based in UBS’s wealth management Charlotte office run by Ron Fleischman. All together, the firm’s wealth managers represent 225 years of experience in the industry.

Find details here.

Totum Risk

Totum Risk and AdvisorPeak are pleased to announce their new data integration and partnership. The robust integration simplifies the advisor experience by embedding Totum’s risk analysis within AdvisorPeak’s trading and rebalancing platform to optimize advisors time and user experience.

Find details here.

Fiduciary Trust

Fiduciary Trust Company International, the global wealth management unit of Franklin Resources, announced it has acquired The Pennsylvania Trust Company, based in Radnor, Pa., near Philadelphia. Pennsylvania Trust, with about $4 billion in assets, is an independent, employee-owned company founded in 1986.

Find details here.

Creative Planning

Creative Planning Inc., one of the nation’s largest Registered Investment Advisers (“RIA”), announced the acquisition of Stratford Consulting, an RIA firm located in Addison, Texas. Stratford Consulting provides comprehensive financial planning and investment management for clients with approximately $618 million in Assets Under Management.

Find details here.

Cerity Partners

Cerity Partners adds $1 billion AUM Sullivan & Serwitz in California. National registered investment advisor Cerity Partners announced that it has merged with Los Altos, Calif.-based wealth management firm Sullivan & Serwitz. With the merger, Cerity Partners now manages about $26 billion in assets.

Find details here.

WealthTech Weekly October 26, 2020

WealthTech Weekly October 26, 2020

LaSalle St. launched GuideTrack platform. Discovery Data released Lead Enrichment. Envestnet | MoneyGuide offers Plan Analytics Premium. eMoney Advisor launches Incentive mobile app. Riskalyze expanded integration with Envestnet. CenterState Bank will join LPL Financial…

PayTech Round-Up October 21, 2020

PayTech Round-Up October 21, 2020

Cardknox supports SNAP EBT payment processing online. Square launched Terminal API. Ekata introduced the Account Opening API. Versapay Corporation merged with Solupay. Stripe is to acquire Paystack. Fivestars raised $52.5 million. Paya started trading on…

WealthTech Weekly October 19, 2020

WealthTech Weekly October 19, 2020

AlphaTrAI launched its first external fund. SoFi launched new features within SoFi Invest. Envestnet's Quantitative Research Group team has launched a new Quantitative Portfolio. Asset-Map integrates with Wealthbox. M1 Finance scored $45 million in…

PayTech Round-Up October 14, 2020

PayTech Round-Up October 14, 2020

Ripple launched its loan product. Petal launched its new no-annual-fee Visa credit card. Play2Pay announces a new way to pay bills by gamifying payments. Jumio acquired the AML platform from Beam Solutions. Alkami…

WealthTech Weekly October 12, 2020

WealthTech Weekly October 12, 2020

Guru Capital acquired ETX Capital. Morgan Stanley is to purchase Eaton Vance Corp. Charles Schwab acquired TD Ameritrade. Smartleaf partners with Alpha Vee. Larry Sprung will join Carson Group. Entreda finalized an agreement with…

PayTech Round-Up October 7, 2020

PayTech Round-Up October 7, 2020

Chargebee raised $55 million. Tipalti raised $150 million. Lemonway partners with Ripple. ACI Worldwide partners with GOLDPoint Systems. Kasasa® partners with NXTsoft. Forte Payment Systems partners with Accela. Dash partners with Secure Digital Markets. Venmo…

WealthTech Weekly October 5, 2020

WealthTech Weekly October 5, 2020

iCapital Network divested its right to acquire a private client team to AlphaCore Wealth Advisory. Morgan Stanley received Federal Reserve approval for its acquisition of E*Trade. CI Financial Corp. and d1g1t Inc. expand…

PayTech Round-Up September 30, 2020

PayTech Round-Up September 30, 2020

MineralTree raised $50 million. Acquire raised $1.7 million. BluePenguin Payments expands its partnership with Galileo Financial Technologies. Stripe partners with Salesforce. ACI Worldwide partners with Mastercard. Paya partners with CoverMe. Finicity launched Finicity Lend.