Displaying 67 results
The latest in financial #AdvisorTech — November 2023
This month’s highlights include Practice Intel’s new ‘growth platform,’ FinanceHQ’s new lead generation platform and RIA startup Farther’s latest funding round.
Future of advisor platforms is services
While platforms aren't able to differentiate themselves by their technology, they can profit by providing support services that firms need.
The latest in financial #AdvisorTech — October 2023
This month’s highlights include Altruist’s elimination of its monthly fee, Holistiplan’s investment from Lead Edge Capital, and FMG Suite’s acquisition of MyRepChat.
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.
The latest in financial #AdvisorTech — August 2023
This month's highlights include Wealth.com’s launch of an AI-driven ‘legal assistant,’ the Kitces Research AdvisorTech study’s depiction of the industry’s integration challenges, and the crop of digitally native RIAs.
The latest in financial #AdvisorTech — July 2023
This month's highlights include Pershing X's launch of Wove, Blueleaf's 'aggregation-as-a-service' solution, and Nitrogen's new set of firmwide data analytics capabilities.
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.
The latest in financial #AdvisorTech — May 2023
This month's highlights include Betterment's $9 million settlement with SEC and whether it points to more SEC scrutiny of RIAs' tax-loss harvesting promises, as well as Altruit's latest fundraising round and GeoWealth's acquisition of First Ascent.
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.
The latest in financial #AdvisorTech — March 2023
This month's highlights include Conquest's fundraising to prepare for its expansion into the US, Asset-Map's $6 million in Series B funding, and Wells Fargo's debut of app-based tool LifeSync.
The latest in financial #AdvisorTech — February 2023
The month's highlights include Elements adding $5 million more in funding, TradingFront shutting down and Zoe Financial launching a TAMP for advisers in its lead generation network.
The latest in financial #AdvisorTech — January 2023
This month’s highlights include Envestnet’s entering the RIA custodial business and Docupace’s launch of an RIA Productivity Toolkit.
The latest in financial #AdviserTech — December 2022
This month’s highlights include Savvy Wealth’s $11 million funding round to enter the realm of tech-enabled RIAs, along with DPL Partners’ new adviser-matching solution and InvestCloud’s Advisor Connect solution.
The latest in financial #AdviserTech — November 2022
This month's highlights include the launch of a new RIA custodian, Entrustody, along with Orion's announcement of Redtail Campaigns and Riskalyze's plan to rebrand itself.
The latest in financial #AdviserTech — October 2022
DPL Financial Partners’ $20 million in additional capital, Ethic Investing’s $50 million Series C round, and the demise of UBS’ deal for Wealthfront are among the highlights of this month's roundup.
The latest in financial #AdviserTech — September 2022
VRGL's $15 million Series A round, FMG's acquisition of Vestorly, Farther's funding round and Orion's partnership with Apex Clearing are among the highlights of this month's roundup.
The latest in financial #AdviserTech — August 2022
This month's roundup looks at Envestnet's acquisition of Redi2, Catchlight's new system to assess prospects and AssetMark's deal for Adhesion Wealth.
The latest in financial #AdviserTech — July 2022
This month's roundup looks at Schwab's $187 million settlement with the SEC, Bento Engine's funding round, and RIA In A Box's launch of a RolloverAnalyzer solution.
The latest in financial #AdviserTech — June 2022
This month’s #AdviserTech roundup looks at Tifin’s latest founding round, Snappy Kraken’s acquisition of Advisor Websites and Lumiant’s new solution for engaging the less-engaged spouse.
The latest in financial #AdviserTech — May 2022
This month’s #AdviserTech roundup looks at Orion’s acquisition of Redtail CRM, Advyzon’s launch of its Quantum Rebalancer, RightCapital’s new one-page Financial Plan Snapshot and Vanguard’s partnering with American Express.
