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Top 5 VC Deals of the Week in the Digital Wealth Sector (3/31/21)
With bitcoin and crypto in general continuing its pricing uptrend - so, too, is investment within the crypto and blockchain sectors - with 3 of this week's top 5 fintech VC deals falling under those two categories.
Orion and BNY Mellon’s Pershing Expand Relationship, Deepen Tech Integrations
Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today announced that it has expanded its relationship with BNY Mellon’s Pershing (“Pershing”) through a series of technology integration upgrades.
A Look At Advisor-Facing Fintech From Three Different Vantage Points
The world looks different depending on what level of advisor-facing fintech a company operates on.
Skience Launches Advisor Transitions Solution
Skience, a leading digital enablement solution and consulting provider, today launched its Advisor Transitions Solution, a new tool that streamlines, digitizes and simplifies the process by which advisors changing wealth management firms can transfer client assets to a new platform.
Riskalyze Launches “Build My Tech Stack” Tool
Riskalyze has launched a brand-new financial technology innovation designed to facilitate the ease of integrating the vast landscape of financial technology available to financial advisors.
Financial Advisor-Focused WealthTech Takes Center Stage Once More
Over the past decade, fintech has been shaped to a fair extent by two dueling forces: On the one hand, are those who believe the future is in the hands of DIY investors, empowered by advancements in robo-advice (think Betterment), online self-directed trading (think Robinhood), as well as consumer-facing financial planning tools like Personal Capital or Quicken.
These Reese’s Cups Fintechs Are Bringing Decentralized and Traditional Finance Together
Fintech has a metaphorical chocolate and peanut butter. The chocolate would be decentralized finance, fintech applications that put the power of banking, lending and investing directly into the user’s hands, with less reliance on financial intermediaries, or no reliance on them at all.
How ETF Innovation And Mainstreaming Of Fintech Converged Last Week
The development and maturation of fintech continues to accelerate, but it was a particularly eventful week in the universe of fintech-related ETFs and funds.
Fintech Luminaries – Meet Cheryl Nash of InvestCloud’s Financial Supermarket
We’d like you to meet Cheryl Nash, CEO of InvestCloud's Financial Supermarket™ (formerly Tegra118), which enables wealth and asset management firms and their advisors to deliver better outcomes and experiences to their investors.
Direct Indexing: 2020’s Surge is Just the Beginning
Direct or personalized index portfolios have been utilized by high net worth investors for over 20 years.