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

Financial advisors looking for software to add to their technology stack would do well to seek out providers who engender a culture that supports client success.

This week we're back with a fresh round of new Top 5 VC deals, and the numbers continue to sky-rocket into the HIGH hundreds of millions and deals in the $200M+ range that are TOO small to make this week's list. Shocking, isn't it?

To help independent financial advisors become a one-stop shop for all of their clients' financial needs, Orion Advisor Solutions (“Orion”) is now live with Orion Cash & Credit, Powered by Focus Client Solutions (“Orion Cash & Credit”) on its Wealthtech platform after completing a successful beta program earlier this year.

This week we're back with a fresh round of new Top 5 VC deals, and the diversity of fintech in these deals continues to excite us.

Until recently, financial advisors were severely limited in the value they could extract from their software, but new, more flexible technology has the potential to simultaneously catalyze growth.

Friends, we have a fresh new format for you this week, as we continue to see more stratospheric investment in fintech. That said, in our past two weeks, every Top 5 VC deal has been over $200M, and this week, we saw those numbers drop somewhat. Time will tell if this foretells a future trend of lowering investment numbers in the sector.

We hope you had a great Labor Day week and enjoyed the tail end of the summer season with a few extra days off. But this week we're back at it with a new roundup of the Top 5 VC deals in digital wealth.

This week's roundup of the Top 5 VC deals in digital wealth leaves several $100M+ deals off the list. Here we are again, with every deal in excess of $100M and three offshore.

For our latest Fintech Luminaries feature, we'd like you to meet Patrick Murray of STP Investment Services, a collaborative partner providing scalable, transparent, middle and back office solutions to investment managers, funds, and plan sponsors giving them the technology, expertise and confidence needed to focus on core business objectives.