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Crypto is on a roll across the wealth management space, as Wall Street financial institutions, independent broker-dealers and RIA firms increasingly explore how to offer crypto-based financial products and strategies.

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).

For the next feature in this series, we’d like you to meet Lori Hardwick, one of the predominate voices in Fintech today. Her background includes executive roles at Envestnet (Group President), Pershing, a BNY Mellon Company (COO), and Advisor Innovation Labs (Co-Founder). Lori has a consulting business as CEO, WealthTech, for RedRock Strategic Partners and is also on the Strategic Advisory Board for Genstar Capital. She is currently serving on 4 corporate boards in the financial services industry including Cetera Financial Group, Orion, Riskalyze and Vestwell.

The role of an advisor has shifted rapidly in recent years. Investors no longer approach them to “beat the market” or to perform the kind of stand-alone asset management that has quickly become commoditized in our industry. Now, our clients need our help to get them to their financial goals.

We're back into stratosphere territory, with the top fintech deal of the week topping a jaw-dropping $600M and the second at $300M.

CogniCor has built an artificial intelligence-driven digital assistant platform that enables wealth management firms to provide their advisors and staff members with guidance for highly manual, often time-consuming tasks.

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.

Don't make any new "bets" until this quarter is over. With a week to go, it is uncertain whether market participants will seek to "mark" portfolios up, or perhaps do some selling to lock in quarterly gains.

DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...

For the next feature in this series, we’d like you to meet Sally Outlaw of Worthy Financial which helps the "98%" painlessly save & invest while also helping businesses get better access to capital.