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Fintech Luminaries – Meet Damon Deru of AdvisorPeak

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We’d like you to meet Damond Deru of AdvisorPeak, a wealthtech firm that puts enterprise-class portfolio management tools within reach of all investment professionals.
Press Release 3

Lance is the Self-Driving Banking Account for Solopreneurs

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Lance was built by a team of former freelancers based on the insight that the market is still struggling to manage everyday cash flow and income documentation across multiple income streams.
Press Release 1

FusionIQ Adds Alternative Investments to Digital Workstation

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FusionIQ, a leading investment research and technology provider, today announced the addition of more than 30 alternative investment products to its workstation through an integration with Galaxy Plus. Alongside equities and fixed income products, FusionIQ customers can now analyze and invest in a variety of alternative investment strategies.
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Sheesha Finance Partners with deFIRE to Offer Optimal Execution Across Decentralized Exchanges

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Sheesha Finance, he first decentralized cryptocurrency mutual fund for DeFi investors to easily access a variety of projects without having to spend days, sometimes weeks doing research, and deFIRE, a DeFi platform designed for the Cardano ecosystem, today announced a partnership to deliver valuable crypto solutions to Cardano’s community and users.

Publisher Notes For 5/12/21

Friends, today we look at Self-Directed IRAs in a new DWealth Podcast, delve into the meaning of SCARCE SOURCE OF VALUE and launch a new column - THE WEEK IN DIGITAL WEALTH, plus much more (including a $10B fintech VC deal!). Check it out! | Cindy Taylor, Publisher

The Taylor Report (5/11/21)

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What's New? First.......I have moved both BITCOIN and GOLD back up to the BULLISH corner to join ETH. All are acting extraordinarily well and look ready to resume/build on existing upward momentum.

Top 5 VC Deals of the Week in Digital Wealth (5/12/21)

Ohmygosh. I write this column every week and STILL had to stop and turn around to my husband, pause for a moment in near disbelief, and tell him that the numbers have just EXPLODED again in fintech VC. It seems to ebb and flow but every time it flows, the numbers just get bigger and bigger, as evidenced by the $10B deal we lead off with. Yes, you read that right, with a (B).

How RIAs Can Simplify Compliance With Software

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Let’s start by exploring some of the common compliance challenges faced by RIAs. It is these challenges that dedicated software needs to help address, so that RIAs can focus on delighting their clients and growing their businesses.
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Silicon Valley Legend Selects Miami As Headquarters for Latest Fintech Startup

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Former PayPal CEO and serial fintech entrepreneur Bill Harris has moved to Miami to launch Nirvana Technology (Nirvana), a global digital bank. Based in Wynwood, the fresh company is now hiring high-tech talent across engineering, product, marketing, and operations.
Press Release 1

Digital Homeownership Platform Better to Become a Publicly-Listed Company via Merger with Aurora Acquisition...

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Better HoldCo, Inc.(“Better” or the “Company”), one of the fastest-growing digital homeownership platforms in the U.S., and Aurora Acquisition Corp. (NASDAQ: AURC) (“Aurora”), a special purpose acquisition company, which closed its initial public offering on March 8, 2021, today announced that they have entered into a definitive merger agreement that will transform Better into a publicly-listed company.