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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. Goldman Sachs Group Inc. launched an investing app for customers that want to put at least $1,000 to work. TD Bank is combining its previous commercial, corporate and specialty banking teams to create a new commercial bank. BBVA USA Launches BBVA Insights to Online Banking & Mobile Banking App. DALBAR, Inc. and the Retirement Learning Center have joined forces. Captrust Acquires $154B AUA Cammack Retirement Group. Varo Bank raised another $63 million in new funding. Skience announced the launch of a new Data Consolidation and Replication capability for wealth management firms.

WealthTech News Digest

MoneyLion to go public via $2.9B SPAC merger.

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AdvicePay

AdvicePay announced a new technology integration with Salesforce. As part of this new data integration, AdvicePay’s technology is also accessible within XLR8, a leading financial services Salesforce overlay technology application for independent RIAs.

Find details here.

WealthTech News Digest

Farpointe Wealth Partners, LLC, an independent financial advice firm within the Cetera network, has announced that Schexnayder Wealth Advisors, a $190 million asset team led by Owner and Senior Advisor, Nolan Schexnayder, has joined the team. 

Find details here.

Goldman Sachs

Goldman Sachs Group Inc. took another step toward going mainstream, launching an investing app for customers that want to put at least $1,000 to work.

Find details here.

WealthTech News Digest

TD Bank is combining its previous commercial, corporate and specialty banking teams to create a new commercial bank. 

Find details here.

BBVA

BBVA USA Launches BBVA Insights to Online Banking & Mobile Banking App.

Find details here.

WealthTech News Digest

DALBAR, Inc. and the Retirement Learning Center have joined forces to provide on-demand, state-of-the-art solutions to help financial professionals easily comply with the new regulations. As the peak of rollover activity approaches for this immense market i-LearnERISA  provides continuing education (“CE”) for financial professionals who must act appropriately under PTE 2020-02 and Securities and Exchange Commission (SEC) rules. 

Find details here.

WealthTech News Digest

Captrust Acquires $154B AUA Cammack Retirement Group. 

Find details here.

WealthTech News Digest

Varo Bank, which last year became the first U.S. neobank to be granted a national bank charter, announced this morning it’s raised another $63 million in new funding. The round was led by NBA star Russell Westbrook, who will also join the startup as an advisor focused on the direction of Varo Bank’s programs aimed at underserved communities, including communities of color.

Find details here.

Skience

Skience announced the launch of a new Data Consolidation and Replication capability for wealth management firms. This new offering empowers wealth management firms to successfully execute digital transformation initiatives that drive new growth opportunities, improve digital experiences and maximize operational and cost efficiencies.

Find details here.

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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 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…

PayTech Round-Up January 20, 2021

PayTech Round-Up January 20, 2021

Pineapple Payments acquired 1st Payment Systems. Integral Ad Science acquired Amino Payments. Relay Payments raised $43 million in funding. Modern Treasury secured $38 million Series B funding round. Qoins raised a $1.5 million…

WealthTech Weekly January 18, 2021

WealthTech Weekly January 18, 2021

DriveWealth acquired Cuttone & Company. Arete Wealth will acquire Center Street Securities. NFP acquired EdgeHill Insurance Brokers Ltd. ARCH Global Precision acquired LISI Medical Jeropa. Hub International Limited acquired the assets of Commercial Insurance…

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…