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Earlier this month, the financial advisory & fintech industries gathered in NYC for the annual Wealthies awards highlighting the most innovative companies serving financial advisors & among the winners was Practifi.

CHICAGO, July 29, 2021 /PRNewswire/ -- Practifi, a business management platform for high-performing wealth institutions, broker-dealers, and RIAs, today announced the release of its new compliance-focused solution to its existing suite of innovative role-based apps. The revolutionary apps surface data, dashboards and reports most pertinent to the different roles within an organization helping teams save time, minimize risk and streamline processes.

Wedbush Securities, one of the nation’s leading independent financial services providers, is pleased to announce it has joined the Paxos Settlement Service, the blockchain stock settlement network powered by Paxos Trust Company. Paxos is the first regulated blockchain infrastructure platform that uses technology to tokenize, custody, trade and settle assets.

COINBASE IS GOING PUBLIC. Yes, the largest (by trading volume) cryptocurrency exchange in the U.S. will be offering shares of its stock to the public this week (4/14). But beyond the basic headline, this offering is EVEN BIGGER when you drill down.

IDnow, a leading provider for Identity Verification-as-a-Service solutions and M-TRIBES, end-to-end software provider for transportation companies, announce their strategic collaboration

Columbia Threadneedle Investments today announced the selection of three innovative fintech start-ups as its partners in 2021’s MassChallenge FinTech accelerator program. By partnering with these firms, Columbia Threadneedle and its parent company, Ameriprise Financial, hope to harness new technologies in the areas of data analysis, data privacy and security, and digital client experiences.

In the United States fintech wealth management space, it’s easy to forget about our neighbors to the north, but recent expansion in America among certain Canada-based firms are starting to get more attention.

TaxBit, which offers cryptocurrency tax automation software targeted for crypto users, exchanges, and merchants, is excited to announce new investments from PayPal Ventures, Coinbase Ventures, and existing investor, Winklevoss Capital. These new investments from major fintech companies reinforce the importance of tailored software solutions, like TaxBit, in driving widespread cryptocurrency adoption.

AlphaTrAI is adding the founder of a prominent wealth management M&A firm and a leading tech venture capitalist to its advisory council, while also making a former president of LPL Financial the council’s chairman, the firm said today in a press release.

No margin calls. Unbeatable APRs. Non-recourse defaults. All hallmarks of a DrawBridge loan. How do they do it? In...