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Radius Bank in partnership with Harvest Savings & Wealth Technologies deploy Goalkeeper, an automated goals-based savings solution. AdvicePay partnered with Envestnet | MoneyGuide to help financial advisors collect B2B payments faster. Insigneo partners with Skience to build a state-of-the-art platform. DriveWealth retained BackBay Communications as agency of record. Creative Planning announced an acquisition of Thun Financial Advisors. Riskalyze appointed Brian McLaughlin CEO of Redtail Technology to its Board of Directors. Advisor360° announced four new hires. Ellevest shifted its focus to promote racial justice and address economic inequities that leave Black and Brown women particularly vulnerable. LPL Financial added financial planning for teachers and college educators to its broker/dealer and corporate RIA platforms.

Riskalyze

Riskalyze announced the appointment of Redtail Technology CEO Brian McLaughlin to its Board of Directors, effective immediately. McLaughlin co-founded Redtail, the industry’s leading provider of cloud-based customer relationship management software, serving 40,000 financial advisory firms and more than 120,000 users across the country. He has served in the dual role of CEO and chief technology officer since Redtail’s founding in 2003.

Find details here.

DriveWealth

DriveWealth, a U.S.-based leader in global digital trading technology, retained BackBay Communications, a leading integrated financial-services public relations, content development, and digital marketing agency, as agency of record.

Find details here.

AdvicePay

Fee-payment processing platform AdvicePay has teamed with Envestnet | MoneyGuide, the financial planning software, to help financial advisors collect B2B payments faster. Advisors using MoneyGuide will now have access to AdvicePay, which the release says will allow a more comprehensive, complex platform, including tools such as fee-for-service billing arrangements like subscription models, retainers and one-time fees.

Find details here.

Advisor360°

WealthTech software company Advisor360° announced four new hires: Meredith Crouse as Senior Vice President, Chief People Officer, Doug Wood as Senior Vice President, Customer Success and Operations, Gilad Sade as Vice President, Engineering Development and John Considine as Vice President, Solutions Architect.

Find details here.

Harvest

Radius Bank, a forward-thinking digital bank, announced its deployment of Goalkeeper, an automated goals-based savings solution integrated within Radius Bank’s online and mobile banking channels. Goalkeeper is launched in partnership with leading fintech solution provider Harvest Savings & Wealth Technologies. Goalkeeper allows clients to set and automatically fund any financial goal, helping customers take control of their financial health while becoming better savers.

Find details here.

Ellevest

Ellevest, a privately held digital investment advisory for women, has shifted its focus to promote racial justice and address economic inequities that leave Black and Brown women particularly vulnerable.

Find details here.

Skience

Insigneo, a leading independent broker-dealer and RIA announced that the company has entered into a contractual partnership with technology provider Skience, to build a state-of-the-art platform that combines advanced end-client connectivity with a customised workstation designed for advisors with global practices.

Find details here.

LPL Financial

LPL Financial has added an Austin, Texas–based father-son practice, specializing in financial planning for teachers and college educators, to its broker/dealer and corporate RIA platforms. Matt Meyers Sr. and Matthew Meyers Jr. of Crossroads Financial Services managed about $300 billion in client assets at Voya Financial Advisors.

Find details here.

Creative Planning

Overland Park, Kan.-based Creative Planning, a registered investment advisor with about $49 billion in client assets, has announced yet another acquisition, striking a deal with Thun Financial Advisors, a Madison, Wis.-based RIA with about $600 million in client assets, which serves U.S. citizens living overseas.

Find details here.

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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.