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Practifi Announces Integration with Schwab Advisor Center®

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Practifi, a business management platform for high-performing financial advice firms, announced integration with Schwab Advisor Center®.

DWealth Muse Podcast Series: Episode 8 – Hashtag Bitcoin NOT a Fad, Part...

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In part II of this special two-part episode, host Dara Albright and guest, Mark Yusko, founder and chief investment officer of Morgan Creek Capital Management, have more hashtag fun making the case for bitcoin and democratized finance, establishing once and for all why bitcoin is NOT a fad.

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.

DWealth Muse Podcast Series: Episode 8 – Hashtag Bitcoin NOT a Fad, Part...

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

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
Press Release 1

d1g1t ANNOUNCES STRONG GROWTH

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d1g1t Inc., the first provider of an enterprise wealth management platform powered by institutional-grade analytics and risk management tools, today announced the company has significantly grown its business over the last 12 months, doubling its revenues during that time and continuing to increase headcount by over 50%.