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Docupace secured a significant growth equity investment from FTV Capital. LPL Financial plans to acquire Lucia Securities. eMoney is forming a strategic partnership with Allianz Life. LendingTree announced a strategic investment in Stash. InvestorCOM organizes a webinar to discuss good faith compliance with Tito Pombra from Adviser Compliance Consulting. BlackRock launched its Global Impact Fund with USD 20 million in assets. SoFi helped funnel over $75 million in loan applications to lenders for the Paycheck Protection Program  established by the CARES Act. Twenty Over Ten was named to the WealthTech 100 list.

Investorcom

Tito Pombra from Adviser Compliance Consulting Inc. will join InvestorCOM’ s David Reeve and Parham Nasseri in discussing what “Good Faith” actually means with the Reg BI compliance deadline looming. Webinar dates are May 5 at 11 am ET and May 7 at 1 pm ET.

Find details here.

Docupace Technologies LLC

Docupace, the leader in cloud-based digital operations software for wealth management firms, announced it has secured a significant growth equity investment from FTV Capital, a sector-focused growth equity investment firm.

Find details here.

LPL Financial

LPL Financial announced plans to acquire Lucia Securities, a small San Diego-based broker/dealer and registered investment advisory firm founded by CEO Raymond Lucia Jr. The deal, expected to close in the second half of this year, adds about 20 advisors and $1.5 billion in client assets to the independent b/d’s platform.

Find details here.

eMoney Advisor

eMoney teams up with Allianz Life. The financial planning software developer is forming a strategic partnership with the annuities and life insurance firm.

Find details here.

BlackRock

BlackRock, an investment management firm based in the US city of New York, recently launched its Global Impact Fund with USD 20 million in assets. The goal of the fund is to generate returns through long-term capital growth as well as income.

Find details here.

Lendingtree

LendingTree, Inc., operator of LendingTree.com, the nation’s leading online financial services marketplace, has announced a strategic investment in Stash, one of the fastest-growing banking and investing services in the U.S.

Find details here.

SoFi

SoFi announced it has helped funnel over $75 million in loan applications to lenders for the Paycheck Protection Program (PPP) established by the CARES Act, through its extensive network of lenders, through Lantern, the product comparison site operated by SoFi. Launched just 4 days after the CARES Act was passed, Lantern’s PPP offering has seen 42% of applicants match with its network of lenders, of which 24% got approved by the SBA for PPP loans.

Find details here.

Twenty Over Ten

Twenty Over Ten was named to the WealthTech 100 list, an annual list of 100 of the world’s most innovative WealthTech companies. Finalists were recognized for their innovative use of technology to solve a significant industry problem, generate cost savings, or improve efficiency across the investment value chain.

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…