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2022 Predictions in Digital Wealth from the C-Suite, Part 3
We're now WELL into 2022 (all of 10 days as we write this!) and have had the benefit of having literally DOZENS of fintech entrepreneurs and C-suite executives volunteer to share their insights with Digital Wealth News on the coming year's trends in fintech and digital wealth
ComplySci Acquires Illumis, Premier Technology Provider To Financial Services Firms And Aggregator Of Political...
ComplySci (the “Company”), the leading provider of regulatory technology and compliance solutions for the financial services sector, announced today that it has acquired illumis Inc., a premier data aggregator and technology provider whose solutions are used by financial services firms to identify and mitigate risk from employee political contributions.
ComplySci Acquires NRS, An Advanced Provider Of Compliance And Regulatory Consulting, Education And Technology...
ComplySci (the “Company”), an established provider of regulatory technology and compliance solutions for the financial services sector, today announced the commencement of its M&A growth strategy, starting with the acquisition of National Regulatory Services (NRS), an advanced provider of compliance consulting services and technology solutions for investment advisers, broker-dealers, hedge funds, private equity firms, insurers and other financial services firms.
Private Equity-Backed ComplySci Continues Expansion of Board of Directors with Former US Treasury Official...
The financial regulatory technology and compliance solutions provider, ComplySci, added David Eisner, a former senior U.S. Treasury official and Sari Granat, senior legal and compliance executive with IHS Markit, to its Board of Directors, the company announced in a press release.
Publisher Notes For 9/8/21
Greetings, Fintech Friends! We hope you had a wonderful Labor Day weekend! As summer draws to a close, we look back at the season's top VC deals, biggest news in the advisor tech and digital wealth sectors, plus more. Read up!
Publisher Notes For 8/10/21
Greetings, Fintech Friends! This week we review the current (and lingering) demise of gold, learn about the Tezos blockchain and what it means for the future of DeFi and chat with wealthtech CEO Helen Yang of Andes Wealth Technologies plus more!
Advisor Tech Talk (8/10/21)
The dog days of summer are winding down, but the wealthtech market segment is just starting to heat up. Let’s dive in and visit news in the sector for the week of 8/10/21.
K1 Makes $120 Million Growth Investment in ComplySci
Regtech companies with proven products and seasoned leadership teams are well-positioned for further growth, if the latest deal between K1 Investment Management and ComplySci is indicative of what’s ahead in the fintech space.
Publisher Notes For 5/19/21
Friends, today we have a new podcast with guest Eric Satz of AltoIRA, fresh off a capital raise with some big players and here to discuss SDIRAs, we delve into the brilliant technology used to crack the Colonial pipeline hack and hear about the latest news and VC deals in the digital wealth sector here. Read up!
Wealthtech Marketplace for Advisors
The following list of wealthtech resources for advisors is referenced from a prior Michael Kitces Financial Advisor Fintech...