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Top 5 VC Deals of the Week in Digital Wealth (5/19/21)
We're back again today with another round of top 5 VC deals for the week in the digital wealth sector.
This week we included a few new sectors - govtech - as part of these platforms are revenue monetization by local governments, and a B2B commerce platform for the manufacturing sector, out of India. Fintech is SO cool, and SO diverse, isn't it?!!
WEALTHTECH INSIDER: Five Investment Megatrends to Watch
Beyond the promise of returns, model investment strategies can encourage clients to stay tuned in to their financial goals and stick with an advisor over the long haul… assuming the models make sense for what the client needs.
Future Crypto Regulations Take Center Stage in Wealth Management
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.
The Week in Digital Wealth (5/18/21)
Fintech firms are hitting on all cylinders lately, making a splash in some of the trendiest deals in the capital markets and helping to shape the financial industry of the future. In fact, one of the mega IPOs of the year so far involves a payment technology unicorn that is about to become a household name. Whether it’s real estate opportunities, SPAC deals or digital currencies, financial technology companies ranging from mobile banking startups to payments platforms are setting the pace.
Fintech Luminaries – Meet Damon Deru of AdvisorPeak
We’d like you to meet Damond Deru of AdvisorPeak, a wealthtech firm that puts enterprise-class portfolio management tools within reach of all investment professionals.
DWealth Muse Podcast Series: Episode 12 – How Modernized Self-Directed IRAs Help Democratize...
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
Practifi Named ‘High Performer’ in G2’s Spring 2021 Reports
We’re proud to announce Practifi has won the Best Meets Requirements and High Performer badges in G2’s 2021 Spring Grid® Report for the Financial Services CRM category! This report acknowledges the top-rated solutions in the industry, as chosen by the source that matters the most: our clients.
Smarsh Enables Compliant Adoption Of Microsoft Teams As Regulated Organizations Migrate From Legacy Collaboration...
Smarsh®, enabling organizations to manage the risk and uncover the value within their electronic communications, announced today that it is seeing unprecedented adoption of its Connected Capture solution for Microsoft Teams.
Lance is the Self-Driving Banking Account for Solopreneurs
Lance was built by a team of former freelancers based on the insight that the market is still struggling to manage everyday cash flow and income documentation across multiple income streams.
FusionIQ Adds Alternative Investments to Digital Workstation
FusionIQ, a leading investment research and technology provider, today announced the addition of more than 30 alternative investment products to its workstation through an integration with Galaxy Plus. Alongside equities and fixed income products, FusionIQ customers can now analyze and invest in a variety of alternative investment strategies.