Displaying 12 results
Fintech Pontera partners with Captrust
Deal with RIA giant will provide financial advisors with more advanced tools to manage client assets held in retirement plans.
Advisor360 boasts productivity-boosting platform upgrades
An enhancement to a reporting module has made a key compliance process 90% faster, wealthtech provider says.
Wealthtech funding drops 21% to $4.4 billion in Q2
Despite the slump, 12 wealthtechs raised mega-rounds and a growing interest in alternative investment platforms also drove funding in adviser technology.
Addepar latest funding propels its $2.17 billion valuation
Addepar, a software used by advisers to track how investment portfolios perform across asset classes, raised an additional $150 million from New York City-based hedge fund D1 Capital Partners.
Wealthtech funding hits record $5.6 billion in Q1
In the first quarter, a total of 86 deals took place, and the wealthtech sector already has outpaced 2020’s year-end total funding of $5.2 billion.
Wealthtechs merge to build ‘ecosystems’ for advisers
Wealthtech has exploded with innovation over the past decade. Today, more firms are merging to create coordinated technology ecosystems.
Beyond adoption: Wealthtech finally eyes innovation
Wealthtech has finally graduated from forcing adoption to focusing on innovative ways to bring financial advice into users' pockets.
Wealthtechs launch personalization tools for advisers
Wealthtech powerhouses Riskalyze and AssetMark are leveraging integrations and the personalization trend to capture adviser attention.
MoneyLion acquires financial planning fintech
MoneyLion is buying out the financial planning software startup just a few weeks after its SPAC deal and values the firm at $2.9 billion
SPAC frenzy takes on wealthtech
SPAC deals are dominating the market as a convenient shortcut that allows fintechs to go public without the hassles involved in pursuing an initial public offering.
Wealthtech funding hits record $3.7 billion in 2020
Investments in wealthtech are expected to increase this year as millennial-friendly brokerages acquire large customer bases and expand product offerings. Industry trends including increased interest in sustainable investing and API integrations will serve as a catalyst for wealthtech funding through 2021.
A watershed year for wealthtech adoption
One of the greatest impacts of 2020 on wealth management is the increase in wealthtech adoption by advisers.
