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M1 Finance raised $33 million on a Series B round. DriveWealth partners with Winvesta Ltd, which operates in India and the U.S. AdvisorPeak partners with FinMason to offer AdvisorPeak users portfolio and security-level investment analytics. Act Analytics integrates with SS&C Advent’s Black Diamond® Wealth Platform. GeoWealth adds a suite of PIMCO fixed income model portfolios to its TAMP platform. FA Match launches FA Match 2.0, a recruitment technology via Advisor MatchTM. Riskalyze postpones its annual Fearless Investing Summit until October 2021. Chalice Network adds three new members to the Chalice Advisory Board.

GeoWealth

GeoWealth, a financial technology and turnkey asset management platform (TAMP), announced the addition of a suite of PIMCO fixed income model portfolios to its next-generation turnkey asset management platform.

Find details here.

Riskalyze

Riskalyze announced the postponement of its annual Fearless Investing Summit, which was to take place in Palm Springs, CA this September. The event will now take place in October of 2021.

Find details here.

DriveWealth

DriveWealth, LLC, a U.S. based leader in global digital trading technology, announced a partnership with Winvesta Ltd, a newly launched UK-based global investment platform with operations in India and the U.S.

Find details here.

Act Analytics

Act Analytics, an innovative ESG-based investment analytics technology platform, announced a new technology integration with SS&C Advent’s Black Diamond® Wealth Platform to help advisors better manage Environmental, Social and Governance (ESG) portfolios for their clients.

Find details here.

M1 Finance

Chicago fintech startup M1 Finance, which is giving people a new way to invest their money, has spent much of the pandemic fundraising and recently closed on a Series B round. The startup announced that it raised $33 million from investors such as Left Lane Capital, Jump Capital, Clocktower Technology Ventures and other existing M1 Finance backers.

Find details here.

FA Match

FA Match, the industry’s only data-driven solution for advisor recruiting, announced the official launch of FA Match 2.0, the next evolution of its digital-hybrid recruitment technology. With this new version comes enhanced tech features via Advisor MatchTM, and new one-on-one coaching offerings through FA Match Propel – both aimed at connecting experienced advisors with financial services firms equipped to help them thrive.

Find details here.

Chalice Financial Network

Chalice Network, an online member-based digital marketplace for independent, small and mid-sized businesses that provides exclusive access to business, technology and client-service solutions, announced the addition of three new members to the Chalice Advisory Board. Joining will be Ron Fiske, David Maola, and Patrick Hughes, and with them they bring endless experience which will elevate the mission of the Chalice Advisory Board.

Find details here.

AdvisorPeak

AdvisorPeak announced a partnership with FinMason, a fintech firm and investment analytics provider, offering AdvisorPeak users world-class portfolio and security-level investment analytics as part of the trading and rebalancing platform.

Find details here.

WealthTech Weekly July 6, 2020

WealthTech Weekly July 6, 2020

Empower Retirement acquires Personal Capital. FIS is teaming up with FICO. The CFP Board Center for Financial Planning partners with Facet Wealth. Orion Advisor Solutions and Brinker Capital create a…

WealthTech Weekly June 29, 2020

WealthTech Weekly June 29, 2020

Envestnet partners with Dynasty Financial Partners. Orion partners with State Street Global Advisors. Smartleaf partners with Melius Investments. Cary Street Partners acquired Waypoint Advisors. Advisor Group rolls out its new eQuipt Dashboard. Ellevest is…

WealthTech Weekly June 22, 2020

WealthTech Weekly June 22, 2020

LPL advisors now have access to AdvicePay. GeoWealth announced a strategic alliance with Foreside Financial Group. TD Ameritrade Institutional launches a new RIAConnent tool. Broadridge launches AI-powered platform. Intuit QuickBooks' new ML-powered tool…

WealthTech Weekly June 8, 2020

WealthTech Weekly June 8, 2020

Northern Trust partnered BlackRock. InvestorCOM announced a deal with Morningstar Inc. RIA in a Box, Morningstar, Redtail Technology (Redtail), and Riskalyze help new RIAs. Charles Schwab gets DOJ approval to buy…

WealthTech Weekly June 1, 2020

WealthTech Weekly June 1, 2020

Regal Holdings selected InvestorCOM's Reg BI compliance platform. LPL Financial purchases the assets of E.K. Riley. Envestnet builds AI-driven app. Vestwell launches a new retirement plan solution. FinMason was selected by RiskPro. Charles Schwab acquires…

WealthTech Weekly May 25, 2020

WealthTech Weekly May 25, 2020

Smarsh is to acquire Entreda. SS&C Technologies has acquired Innovest Systems. AdvicePay has an agreement with LPL Financial. EquityZen partners with Addepar. DriveWealth has an agreement with Access Softek. Raymond James, Scopus Financial Group,…

WealthTech Weekly May 18, 2020

WealthTech Weekly May 18, 2020

Xtiva raises $10 million. iCapital Network acquired Artivest. Goldman Sachs plans to buy Folio Financial. FIDx partners with RetireOne. Smartleaf is partnering with IDX Insights. Twenty Over Ten integrates with…

WealthTech Weekly May 11, 2020

WealthTech Weekly May 11, 2020

Franklin Resources acquired AdvisorEngine. Entreda joined the Preferred Pricing Program of FINRA. Winston Wealth Advisors joins LPL. AdvicePay launches a new capability for Enterprises. Twenty Over Ten launches the Lead Pilot ambassador…