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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 funding round, led by Insight Partners. ForwardLane announced the launch of the Industry Advisory Board (“IAB”) with data and analytics executive leader Ashish Braganza. Santa Monica-based wealth manager Abacus Wealth Partners has acquired San Francisco-based financial planner Robasciotti & Philipson. Capital markets low code vendor Genesis snags $45 million in new funding. Bellwether announced that it has hired Greg Fink as Managing Director and Head of Business Development. Opportunity Financial announced that it has been selected as the winner of the “Best Consumer Lending Company” award in the fifth annual FinTech Breakthrough AwardsWealthSource acquires RIA SurePath to help build marketing, practice management programs for advisors. Smarsh announced the launch of three applications to the Zoom App Marketplace.

 

Benjamin

benjamin, the only business support system driven by AI and specifically designed for the wealth management industry, announced the release of a ground-breaking industry research report on the economic and human capital benefits that accrue by deploying an AI-driven Business Support System (BuSS).

Find details here.

Pollinate, the global software business that partners with banks to help them deepen and extend relationships with their business customers, announced it has closed a $50 million Series C funding round, led by Insight Partners, the global venture capital and private equity firm. 

Find details here.

Forwardlane

ForwardLane, the award-winning wealthtech insight automation platform that delivers personalized client insights for wealth and asset managers, announced the launch of the Industry Advisory Board (“IAB”) with data and analytics executive leader Ashish Braganza.

Find details here.

Santa Monica-based wealth manager Abacus Wealth Partners has acquired San Francisco-based financial planner Robasciotti & Philipson.

Find details here.

Capital markets low code vendor Genesis snags $45 million in new funding.

Find details here.

Bellwether Asset Management, Inc. (“Bellwether”) announced that it has hired Greg Fink as Managing Director and Head of Business Development. In his new role, Mr. Fink will be responsible for expanding the Bellwether client base throughout the real estate industry and beyond as the company continues to evolve its customizable and scalable asset management platform designed to capture, drive and sustain value.

Find details here.

Opportunity Financial, LLC (“OppFi“), a leading financial technology platform that powers banks to help the everyday consumer gain access to credit, announced that it has been selected as the winner of the “Best Consumer Lending Company” award in the fifth annual FinTech Breakthrough Awards.

Find details here.

WealthSource Acquires RIA SurePath to Help Build Marketing, Practice Management Programs for Advisors.

Find details here.

Smarsh

Smarsh, enabling organizations to manage the risk and uncover the value within their electronic communications, announced the launch of three applications to the Zoom App Marketplace.

Find details here.

 

How to Establish an Efficient ETL Process in a Fintech Product

About INSART

INSART is a Fintech engineering partner with outstanding knowledge and experience in developing Fintech solutions, assembling dedicated teams for Fintech projects, and managing them in a long-term perspective. We teach our developers financial concepts and foster a culture of financial literacy and well-being across the company. Our expertise saves you at least 25% time comparing to teams inexperienced in the business domain area.

INSART is a leading partner of WealthTech Club.

Contact Vasyl Soloshchuk to learn details. Visit site.

WealthTech Weekly July 19, 2021

WealthTech Weekly July 19, 2021

Daloopa announced that it has closed $20 million in Series A financing to accelerate its AI-driven data extraction offerings for financial institutions. Vanguard, which has $7.9tn worth of assets under management,…

WealthTech Weekly July 12, 2021

WealthTech Weekly July 12, 2021

Douglas Elliman Introduces New Industry Leading Agent Portal Built on the INVENT Cloud-Native Platform. Advisor Group adds Kimmell from RBC to Head Business Development. AssetMark closes on the acquisition of Voyant. LifeYield connects…

WealthTech Weekly July 5, 2021

WealthTech Weekly July 5, 2021

Marstone announces close of $5 million series A funding. CircleBlack launches major upgrade to wealth management platform. Northern Trust launches alternative asset servicing digitization initiative. Kestra launches new division under ex-United Capital CIO. 

WealthTech Weekly June 28, 2021

WealthTech Weekly June 28, 2021

Mercer Advisors Acquires AFI Wealth Strategies. SmartAsset, a marketplace that connects consumers to financial advisors, announced that it has raised $110 million in a Series D round of funding. Chalice Network partners…

WealthTech Weekly June 21, 2021

WealthTech Weekly June 21, 2021

Addepar, which makes software to track investment performance, has raised $150 million from D1 Capital Partners. Orion rolls out the first tech tool that incorporates its merger with Brinker Capital and…

WealthTech Weekly June 14, 2021

WealthTech Weekly June 14, 2021

Panoramix, an innovative advisor technology platform, announced a technology integration with FeeX, a leading fintech solution that allows advisors to trade, manage, and bill on held away accounts through a…

WealthTech Weekly June 7, 2021

WealthTech Weekly June 7, 2021

Digital alternative investing platform Yieldstreet has raised $100 million in a Series C funding round led by Tarsadia Investments. EveryAction announced that it has acquired Salsa Labs, one of the largest…

WealthTech Weekly May 31, 2021

WealthTech Weekly May 31, 2021

Investing app Acorns to go public through a blank-check merger valued at $2.2 billion. FreedomPay and JP Morgan support omnichannel solutions. Wealthify partners with Tink on payment initiation. Pipe, a fintech which…