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The latest in financial #AdvisorTech — June 2023
This month's highlights include Riskalyze's rebranding as Nitrogen, InvestCloud's executive exodus, Snappy Kraken's launch of an outsourced marketing service, and Lumiant's acquisition of health and longevity software Genivity.
Lumiant acquires longevity and health planning fintech Genivity
Genivity's core product creates a customized longevity model based on a client's health risks, lifestyle choices and demographics.
The latest in financial #AdvisorTech — April 2023
This month's highlights includes Altruist's purchase of Shareholders Service Group, BlackRock's closing of the retail arm of robo FutureAdvisor and Absolute Engagement's launch of an engagement tool.
Fintech startups tighten belts, bracing for extended bear market
Tifin laid off 10% of its workforce this month in response to the market environment, and it isn't alone.
