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AdvicePay announced a technology integration with Envestnet | MoneyGuide. Morningstar, Inc. completes acquisition of Sustainalytics. Twenty Over Ten announced a robust line-up of new updates to its Lead Pilot tool. ParameterInsights has published a report on changes in the wealth management industry. Levelset released its list of the top 20 best-paying large contractors for the first half of 2020. SmartAsset’s CEO, Michael Carvin, was named one of the Top 50 Financial Technology CEOs of 2020. Axos Financial will host a conference call to discuss its financial results. Sezzle e-commerce platform soared in transaction volume and revenue during the spring months. Riskalyze took a Paycheck Protection Program loan.

AdvicePay

AdvicePay, the leading fee-payment-processing platform designed exclusively for financial advisors, announced a technology integration with the industry’s most widely used financial planning software provider, Envestnet | MoneyGuide. Through an innovative single-sign-on integration, advisors using MoneyGuide will be able to access AdvicePay directly to initiate the billing process for financial planning work they have completed, are in process with, or are just beginning the client relationship.

Find details here.

Parameter Insoghts

ParameterInsights has published the first installment in what is their most comprehensive consumer and supplier side data and insights for the rapidly evolving wealth management industry. Their data products have been refreshed and have zero’d in on consumers in these uncertain times to help wealth execs make better choices as they seek to modernize their businesses and grow.

Find details here.

SmartAsset

SmartAsset, an award-winning financial technology company that helps more than 65 million people each month make smart financial decisions, is pleased to announce that its Founder and CEO, Michael Carvin, has been named one of the Top 50 Financial Technology CEOs of 2020 by The Financial Technology Report.

Find details here.

Twenty Over Ten

Twenty Over Ten, an industry-leading SaaS company, announced a robust line-up of new updates to its Lead Pilot tool to help advisory businesses improve their inbound marketing efforts. These new additions will enable financial advisors to better manage their content and communications in less time, generate new leads from digital marketing, and grow their businesses – completely virtually.

Find details here.

Levelset

Levelset, a payment services software company, has released its list of the top 20 best-paying large contractors for the first half of 2020. The recipients of the notice and lien service provider’s Excellence in Managing Payments Awards ran at least 10 jobs in the first six months without any mechanics liens filed against them.

Find details here.

Axos Financial

Axos Financial, Inc., parent of Axos Bank, announced that it will host a conference call on Wednesday, July 29, 2020 to discuss financial results for the fourth quarter of fiscal 2020 ended June 30, 2020. Joining Gregory Garrabrants, President and Chief Executive Officer of the Company, will be Andrew J. Micheletti, Executive Vice President and Chief Financial Officer.

Find details here.

Sezzle

Sezzle Inc., the Minneapolis fintech firm that’s listed in Australia, said its e-commerce platform soared in transaction volume and revenue during the spring months as homebound consumers shopped online more often. Sezzle’s shares jumped 25% on the news, closing at A$5.07, the highest level since the company went public on the Australia Stock Exchange last summer. That’s more than three times their value in mid-March when stocks globally hit a low as the coronavirus created a global recession.

Find details here.

Riskalyze

Riskalyze, the fintech company behind the popular Risk Number, took a Paycheck Protection Program (PPP) loan in the range of $2m to $5m, data released Monday by the Small Business Administration (SBA) reveal.

Find details here.

Morningstar

Morningstar, Inc. completes acquisition of Sustainalytics. The acquisition will widen the opportunity set for sustainable investing at every level and across asset classes to drive meaningful, long-term outcomes for investors

Find details here.

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WealthTech Weekly August 10, 2020

WealthTech Weekly August 10, 2020

Intuit is to acquire TradeGecko. Pathstone acquires Cornerstone Advisors. ROBO Global joins Oranj's list of asset managers. TruChoice Financial Group announced a new relationship with Snappy Kraken. Addepar was named…

WealthTech Weekly August 3, 2020

WealthTech Weekly August 3, 2020

Apex Clearing integrates with Orion. Mirador partners Fusion Financial Partners. Fi360 partners with ProctorU. DriveWealth partners with MotivHealth. MoneyGuide teamed up Envestnet Analytics. Sezzle partners with Plaid. Hearsay Systems partners with Salesforce. Asset-Map announced AdviceTech.LIVE, a live,…

WealthTech Weekly July 27, 2020

WealthTech Weekly July 27, 2020

E*TRADE is to adopt the merger agreement with Morgan Stanley. FP Alpha announced a new client data integration with Redtail. Xignite partnered with SIX. Cornerstone Financial Planning joins LPL. Marstone will integrate with…

WealthTech Weekly July 20, 2020

WealthTech Weekly July 20, 2020

Radius Bank in partnership with Harvest Savings & Wealth Technologies deploy Goalkeeper. AdvicePay partnered with Envestnet | MoneyGuide. Insigneo partners with Skience. DriveWealth retained BackBay Communications as agency of record. Riskalyze appointed Brian McLaughlin to its…

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 15, 2020

WealthTech Weekly June 15, 2020

M1 Finance raised $33 million. DriveWealth partners with Winvesta Ltd. AdvisorPeak partners with FinMason. Act Analytics integrates with SS&C Advent’s Black Diamond® Wealth Platform. GeoWealth adds PIMCO fixed income model portfolios to…