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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 April 12, 2021

WealthTech Weekly April 12, 2021

Lifeworks Advisors launched a new thought leadership video podcast series – The Future of Advice™. Acorns has acquired Pillar, an AI-powered startup. Apella Capital announced that Calandra Financial has joined the firm.

WealthTech Weekly April 5, 2021

WealthTech Weekly April 5, 2021

DriveWealth announced a partnership with Plaid via one API integration. AlphaTrAI announced that Bruce Lavine has been named President, Asset Management. MAI Capital will acquire Ownership Advisors Inc. (OAI). BrightPlan closed a $9.5 million…

WealthTech Weekly March 29, 2021

WealthTech Weekly March 29, 2021

DriveWealth announced their partnership with Alinea. Kingswood U.S. launched an all-digital alternative investment platform powered by WealthForge and Altigo. First Rate announced the release of a completely redesigned and enhanced technology platform.

WealthTech Weekly March 22, 2021

WealthTech Weekly March 22, 2021

benjamin announced the release of a ground-breaking industry research report on the benefits that accrue by deploying an AI-driven Business Support System (BuSS). Pollinate announced it has closed a $50 million Series C…

WealthTech Weekly March 15, 2021

WealthTech Weekly March 15, 2021

DriveWealth announced a partnership with Hemista. Foreside has surpassed $160 billion in ETF assets distributed on its platform and acquired the regulatory compliance business of JG Advisory Services LLC. ChoiceWORX announces collaboration with automation…

WealthTech Weekly March 8, 2021

WealthTech Weekly March 8, 2021

intelliflo creates a new global leader in financial advice technology. INVENT announced the appointment of Larry Roth as a Strategic Advisor. Hub International acquires the assets of Ohio-based Benefit Strategies Agency, LLC and Affiliate. 

WealthTech Weekly March 1, 2021

WealthTech Weekly March 1, 2021

Morningstar’s Kunal Kapoor Joins Wealth Enhancement Group’s Board of Directors. Junior Achievement USA (JA) announced the launch of JA BizTown Adventures. Web apps protection firm PerimeterX raised USD 57 mln.

WealthTech Weekly February 22, 2021

WealthTech Weekly February 22, 2021

MoneyLion to go public via $2.9B SPAC merger. AdvicePay announced a new technology integration with Salesforce. Farpointe Wealth Partners, LLC announced that Schexnayder Wealth Advisors has joined the team.