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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 1

Retail Reopens As British Start-Up Takes On Amazon In Battle To Win Crowds Back...

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Mustafa Khanwala has developed technology that enables customers to skip the checkouts by using their smartphone to scan and pay for goods, meaning you may never waste time in a shopping queue again.
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.

Fintech Luminaries – Meet Mike Kerins of RobustWealth

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We’d like you to meet Mike Kerins, CEO of RobustWealth, a digital wealth management platform designed to support independent advisors and enterprises by minimizing tedious, back-office tasks, so professionals can spend more time growing their business and strengthening existing client relationships

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

Publisher Notes For 4/7/21

This week we look at the bizarre world of NFT art, explore the latest spate of high profile Bitcoin ETF filings and chat with Alon Goren of Draper Goren Holm Ventures in our DWealth Muse podcast series, plus much more. We're also pleased to welcome our new partner Practifi and their outstanding weekly series “Fintech Corner”

Fintech Corner (4/7/21)

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For financial advisory firms to get their technology up-to-date at an institutional level will require some form of data Rosetta stone. That’s where Practifi, a Sydney-based Australian fintech making inroads among U.S. wealth managers, can help, said Adrian Johnstone, the firm’s chief commercial officer.

Fintech in Q1/21 – Where are We Headed Next?

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With 2020 behind us, and new occupants in the White House and the halls of Congress, many are wondering where the digital wealth sector (a/k/a "fintech") is headed

Top 5 VC Deals of the Week in Digital Wealth (4/7/21)

As with last week, we have seen a slight slowdown in the mega-deals for the prior week in digital wealth deals