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Tickr has secured £2.5 million ($3.4 million) in funding lead by Ada VenturesLifeYield LLC announced an expanded partnership with Allianz LifeSmartleaf Asset Management announces automated sub-advisory rebalancing service for customized, tax-optimized accounts with Private Advisors. Anglo-Gulf Trade Bank has chosen Fenergo to deploy its CLM platform. Crush Capital Gets $3.25M For Streaming Series On IPOs. Veris Wealth Partners’ Chief Operating Officer Stephanie Cohn Rupp has been promoted to CEO. Nationwide Partners with Annexus Retirement Solutions to Introduce Lifetime Income Builder. Cerity Partners acquired Bainco International Investors. Hub International Limited announced that it has acquired John Galon Insurance Services Ltd. and Galon Management Ltd. Milo announced a $6 million Seed financing round led by fintech specialist QED Investors with participation from MetaProp and 10X Capital.

Tickr | WealthTech Club

Tickr, an app that allows U.K. consumers to make financial investments based on their impact on society and the environment, has secured £2.5 million ($3.4 million) in funding lead by Ada Ventures, a VC which focuses on “impact” startups. The cash will be used for product development, expanding the user base, and eventually taking Tickr into other European countries from its current U.K. base.

Find details here.

LifeYield

To help investors find the right solutions to fill gaps in their retirement checks and cover anticipated expenses, LifeYield LLC, the market leader in developing cloud-based solutions that allow advisors to maximize retirement income for their clients, announced an expanded partnership with Allianz Life Insurance Company of North America (Allianz Life). 

Find details here.

SmartLeaf

SAM (Smartleaf Asset Management) announces automated sub-advisory rebalancing service for customized, tax-optimized accounts with Private Advisors. SAM enables advisors to offer customized, tax-optimized UMA portfolios, including those with direct index cores, for all their clients, from the largest to the smallest. Customization options include custom asset allocation, custom product mix, and environmental, social and governance (ESG) screens.

Find details here.

 

Fenergo | WealthTech Club

The world’s first digital trade finance bank, Anglo-Gulf Trade Bank (AGTB) Limited , based in the United Arab Emirates (UAE), has chosen Fenergo, the leading provider of digital Client Lifecycle Management solutions (CLM) to deploy its CLM platform.

Find details here.

Crush Capital | WealthTech Club

Crush Capital Gets $3.25M For Streaming Series On IPOs.

Find details here.

Veris | WealthTech Club

Veris Wealth Partners, a B Corp certified impact wealth management firm, announced today that Chief Operating Officer Stephanie Cohn Rupp has been promoted to CEO. Cohn Rupp’s appointment to the CEO position demonstrates the firm’s ongoing commitment to talent development and its 100% focus on impact investing.

Find details here.

Annexus | WealthTech Club

Nationwide Partners with Annexus Retirement Solutions to Introduce Lifetime Income Builder: Next-Generation In-plan Guaranteed Income Solution.

Find details here.

 

Cerity | WealthTech Club

RIA consolidator Cerity Partners acquired Bainco International Investors, a Boston asset manager and wealth planning firm with $1.1 billion in assets under management. The acquisition gives Cerity a foothold in New England while growing its AUM to $28 billion, according to Cerity’s Tuesday announcement.

Find details here.

HUB | WealthTech Club

Hub International Limited, a leading full-service global insurance broker, announced that it has acquired John Galon Insurance Services Ltd. and Galon Management Ltd. (Galon Insurance Brokers). Terms of the transaction were not disclosed.

Find details here.

Milo | WealthTech Club

Milo, the digital banking and lending startup serving global consumers, announced a $6 million Seed financing round led by fintech specialist QED Investors with participation from MetaProp and 10X Capital.

Find details here.

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