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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.

PayTech Round-Up January 13, 2021

PayTech Round-Up January 13, 2021

Bakkt goes public. NCR buys Cardtronics. Mastercard launches a new tool. EVO Payments expanded its suite of solutions. ThryvPay processed more than $2M. PrimaHealth Credit launched a BNPL payment plan. PayJunction launched an electronic…

WealthTech Weekly January 11, 2021

WealthTech Weekly January 11, 2021

Twenty Over Ten launched a refreshed brand and revamped website. Citadel Servicing Corporation is rebranding as Acra Lending. Integrated Advisors Network acquired ReDefine Independent Advisors. Captrust Financial Advisors acquires MRA Associates. Hub International…

PayTech Round-Up December 23, 2020

PayTech Round-Up December 23, 2020

Wirex is a principal member of Visa in Europe. Big Y will use NCR Corporation’s platform. Thoma Bravo LP acquires RealPage Inc. Billhop partners with Visa Finland and Oma Säästöpankki Oyj. Rent-A-Center acquires…

WealthTech Weekly December 21, 2020

WealthTech Weekly December 21, 2020

Fischer & Company will merge with Stralem & Company. Raymond James is to acquire Financo. RightCapital integrates with LPL`s ClientWorks program. Docupace partners with Ameritas. Taxdoo raised $21 million. Landbay attracted more than…

PayTech Round-Up December 16, 2020

PayTech Round-Up December 16, 2020

Gleif plans to develop a digital service. Swedish Rocker pilots the contactless fingerprint debit card. Barclaycard launched a new online platform. OKCoin will trade Blockstack's STX since January. FMX trading platform is officially…

WealthTech Weekly December 14, 2020

WealthTech Weekly December 14, 2020

Wealth Enhancement Group increased its AUM by $3B. LaSalle St. rolled out its Growth Acceleration Platform. Fusion Financial Partners launched FusionNetix™. benjamin launched its complete technology. WageCan partners with CYBAVO. SimCorp collaborates with…

PayTech Round-Up December 9, 2020

PayTech Round-Up December 9, 2020

Zuora partners with Stripe. TransferGo teamed up with Mastercard. Boom Commerce partners with Paide. Finexio partners with Veem. Fulcrum Equity Partners sold their investment in Fattmerchant to GSV. CULS selected ACI Speedpay.…

WealthTech Weekly December 7, 2020

WealthTech Weekly December 7, 2020

S&P Global will buy IHS Markit. FMG Suite acquired Twenty Over Ten. Laird Norton Wealth Management merged with Filament. FA Match announced a $1M pre-seed funding round. New appointment atBNY Mellon Wealth Management. AlphaTrAI…