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The latest in financial #AdvisorTech — September 2023
This month’s highlights include WiserAdvisor’s acquisition of IndyFin, Joe Duran’s new venture, and Onramp Invest’s acquisition by Securitize and what that suggests about advisors’ interest in recommending cryptocurrencies to clients.
Wealthtender announces acquisition of AGC
The partnership will provide financial advisors with digital marketing tools and access to a community of peers.
UNest enters financial advisor marketplace with Wealthtender partnership
The startup has raised more than $40 million but until now has only gone directly to consumers.
