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Top 5 VC Deals of the Week in Digital Wealth (4/14/21)

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.
Press Release 2

Wealthcare Continues to Grow Adding New Advisors and Exceeding $4 Billion in AUM

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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.
Press Release 4

B2B Fintech Unicorn Tipalti Acquires Approve.com

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Tipalti, the leading global payables automation platform, announced its acquisition of Approve.com, a cloud procurement solutions provider, to expand its portfolio of financial operations offerings.
Press Release 3

Envestnet Expands Partnership with Practifi, Widening Integration to Reach More Advisors via Leading Unified...

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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.

The Taylor Report (4/6/21)

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What's new? The second quarter is now officially under way..........it has begun with a big yawn. Spring break? Tax planning?............BITCOIN dancing around in a tight little range just under the all time high

PitchBook’s Institutional Research Group Releases Private Equity Barometer

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PitchBook, the premier data provider for the private and public equity markets, today released a new research framework, PitchBook's PE Barometer, which is a multi-factor linear regression assessing which economic and public market indicators have the greatest influence on aggregate PE returns
Press Release 3

RLTY Capital Launches to Accelerate the NYC Real Estate Community

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RLTY Capital, a new REtech platform and specialty finance firm, launched today with the introduction of a new service that enables real estate agents, brokerages and developers to secure earned commissions upfront with no hidden fees or extraneous costs.

The Taylor Report (3/30/21)

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The first quarter of 2021 is over AND 2021's second quarter begins. BITCOIN gyrated around in the mid-$50K area and now looks to settle near the all time highs around $60K for the week/month/quarter
Press Release 2

NFP Fintech SaverLife Publishes “Hardest Hit: Unheard Voices of the Pandemic”

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SaverLife, a national nonprofit fintech company that helps working families achieve prosperity through savings, today unveiled “Hardest Hit: Unheard Voices of the Pandemic.” The new story series chronicles how five low-income women were brought to the brink and are surviving during the pandemic.

Wealth Management Firms Failing at WealthTech to Support High Net Worth Segment?

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Over the last few decades, the wealth management industry has gravitated towards separately managed accounts or SMAs. High-net-worth clients, in particular, embraced these instruments because they provided a path to invest more like institutions.