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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 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 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. 

WealthTech Weekly February 15, 2021

WealthTech Weekly February 15, 2021

Human Interest tacked on another $55 million to its Series C. Envestnet | MoneyGuide and MaxMyInterest announced an integration. Brown Wealth Management’s acquisition of Truuwater Financial forms a $1.2 billion in AUM…