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The TIFIN GROUP, a fintech platform with ten active operating companies for the asset and wealth management industry, today announced the closing of $22.3 million in series B funding and the addition of three strategic investors to its capital partner group

we’d like you to meet our friend Cash Lafferty of LiquidityBook, a a full suite financial technology company with customized solutions for ALL securities firms and market participants who understand that innovative trading and messaging solutions will increase profitability while reducing unnecessary expense and risk

This week - all but one deal exceeded $100M USD in funding - again. The THREE deals topping $200M+ USD were in retail fraud protection, insurtech and neo-banking (back end platforms).

d1g1t, Inc., and Conquest Planning Inc., (Conquest) today announced the formation of a strategic partnership to provide a modern, seamless and top-flight technology solution to financial firms and advisors.

As firms have moved to work from home due to the pandemic, and regulators have swept in with new and rapidly changing requirements, compliance has become a financial and operational burden for many RIAs.

Orion Advisor Solutions announces the completion of its acquisition of HiddenLevers, lays out an ambitious 12-month roadmap charting the integration of HiddenLevers’ enhancements to Orion’s wealthtech platform

Kingswood U.S. is a network of wealth management firms that includes two SEC-registered RIAs and two FINRA-licensed broker-dealers collectively overseeing more than $2.1B in assets

It's a very diverse set of funding rounds we have this week including a challenger bank (Current), an interesting automated receivables funding platform (Pipe) which apparently is quite the fintech darling these days, two rewards platforms - one in Wisconsin and the other in India, an a LatAm cross-border payments platform out of Uruguay.

Wealthcare, two technology-enabled RIAs, and business units of Financeware, a NewSpring Holdings platform company, continues to attract advisors interested in leveraging their platform and service offering to transform their practices.

Envestnet, Inc. (NYSE: ENV) announced today that it has expanded its partnership with Practifi, the business management platform powering high-performing financial advice firms around the world through solutions in automated workflows and unified data.