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Top 5 VC Deals of the Week in Digital Wealth (6/9/21)

This week, same as I always do, I went to my trusted source for listings of these deals and the first 5 were all over $100M. I thought to myself, "hmmm, this column will be a piece of cake this week!" BUT - I scrolled down and saw MORE deals - HUGE deals - on the following pages. So we have again hit another round of massive funding this past week - EVERY ONE OVER $300M USD!
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Orion and HiddenLevers Announce First Post-Acquisition Deal With Cardea Capital

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June 02, 2021 10:00 AM Eastern Daylight Time OMAHA, Neb.--(BUSINESS WIRE)--Eager to improve the advisor-client...
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Vestwell Partners with Wealthtech API Provider Bambu to Expand Investment Advice in Retirement Journey

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Vestwell, a digital recordkeeping platform, and Bambu, a global robo-advisory technology provider, are teaming up to provide customers with an even more robust retirement plan experience. By leveraging Bambu's wealth management API, Vestwell and its partners will be able to offer personalized investment strategies to help their clients better prepare for retirement based on actionable retirement goals.

The Week in Digital Wealth (6/8/21)

Fintechs continue to grab the spotlight on a global stage as venture capital chases startups and the pipeline continues to grow for more mature companies to list in the public markets, mostly through SPACs. The pace of deals does not appear to be slowing down as fintech billionaires are minted overseas while Asia and Latin America seek to raise their profile for tech innovation. The Robinhood of Pakistan’s investment app is one of two fintech related rounds just announced. And millennials are fueling a transformation in banks to a more digitized business model. Let’s dive in.

The Taylor Report (6/1/21)

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What's New? FUD (fear, uncertainty, doubt).............Stabilization over the Memorial Day long weekend.....End of Month (May) came and now it's June....BITCOIN had one of its worst months ever dropping +/- 35%..........ETH held pretty well, only off less than 10% for all of May

Publisher Notes For 6/2/21

Friends, today we're launching another new column - Real Clear Crypto - where our readers will be able to learn more about cryptocurrencies and blockchain technology. We also have a new term for you to check out - FUD - in Bill Taylor's post on Jamie Dimon and bitcoin, plus our other great weekly columns - filled with the latest industry news for you! Read up!

Top 5 VC Deals of the Week in Digital Wealth (6/2/21)

We're back again with a fresh new round of top 5 VC deals for the week in the digital wealth sector. This is going to sound redundant. Not one deal is under $100M, and we actually had to omit British firm Paysend from this list, who also had a deal close at $125M this week - because - we would then be at 6 deals for our "Top 5 Deals" post.

Making a Market*r: Orion’s Brand New Marketing Solution Is Here

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More than a CRM, Practifi is an enterprise-grade business management platform designed for high-performing financial advice firms.

Advisor Tech Talk (6/2/21)

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AdvisorTech-focused firms have been busy in the capital markets, doing M&A deals, raising equity and debt, pursuing bank licenses and jumping on the SPAC bandwagon.

Fintech Corner (6/2/21)

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Offices may be filled with maskless faces by the end of this summer, but that doesn’t mean that advisors’ compliance concerns are easing. In fact, compliance remains a hot topic, said Tom Westhoff, Vice President of Global Sales at Practifi.