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InvestSuite has raised €3M in a fresh round of funding. Shore Bancshares, Inc. announced the appointment of Dawn M. Willey as a director of both the Company and Shore United Bank. Private equity fund IG4 concluded the acquisition of Brazilian logistics company CLI. Save® partnered with Mastercard to launch the new Save Debit Invest Card. Las Olas Capital Advisors has acquired 100% ownership of their boutique wealth management firm, Doris Investments II, LLC. Ziegler Closes $69,535,000 Financing For The Wesley Communities. Zumo has launched Zumo Smartfolio. Citigroup has launched a new “marketplace” for third-party fintech companies.

Chalice Finanacial Network

Chalice Network proudly announces the addition of cleverDome as an enterprise partner of recently launched ChalicePay, the streamlined billing and payment platform exclusively designed for independent small business owners.

Find details here.

InvestSuite | WealthTech Club

InvestSuite, a Belgium-based B2B wealth-tech startup, that helps financial institutions to accelerate their digital wealth transformation, has raised €3M in a fresh round of funding.

Find details here.

Shore Bancshares Logo

Shore Bancshares, Inc. announced the appointment of Dawn M. Willey as a director of both the Company and Shore United Bank, the Company’s wholly-owned bank subsidiary.

Find details here.

IG4 | WealthTech Club

Private equity fund IG4 on Wednesday concluded the acquisition of Brazilian logistics company CLI, which operates one of the country’s largest grain terminals in the northern port of Itaqui as part of a consortium.

Find details here.

Save | WealthTech Club

Save®, a technology company that helps people earn higher yields on their savings announced today that they have partnered with Mastercard to launch the new Save Debit Invest Card, a one-of-a-kind debit card that matches spending with investments.

Find details here.

Las Olas | WealthTech Club

Las Olas Capital Advisors has acquired 100% ownership of their boutique wealth management firm, through their parent company, Doris Investments II, LLC.

Find details here.

Ziegler | WealthTech Club

Ziegler Closes $69,535,000 Financing For The Wesley Communities.

Find details here.

Zumo | WealthTech Club

Zumo, the digital wallet and payments platform, has launched Zumo Smartfolio, the latest of the app’s innovative features enabling users to view and manage their overall crypto assets and track the relative position of each of their exchanges in a simple and intuitive way.

Find details here.

Citigroup | WealthTech Club

Citigroup has launched a new “marketplace” for third-party fintech companies, now offering Citi clients a secure way to share their account details with other financial apps and services.

Find details here.

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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…