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Top 5 VC Deals of the Week in Digital Wealth (8/17/21)

We've given up acting surprised when every deal each week continues to be over $100M in VC funding, and this week is no different. What I loved seeing is that the US was back in the driver's seat for the top deals internationally in financial technology.

DWealth Muse Podcast Series: Episode 25 – Why Bitcoin is a “Once-in-a-Species” Asset...

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

Top 5 VC Deals of the Week in Digital Wealth (8/10/21)

D, and international in scope. I honestly sometimes feel guilty limiting this list to the Top 5 VC deals, because important deals OVER $100M USD are increasingly not making the cut for this column. But that's where the fintech VC market is headed - "to infinity, and beyond".

Fintech Luminaries – Meet Helen Yang of Andes Wealth Technologies

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For our latest "Fintech Luminaries" feature, we'd like you to meet Helen Yang of Andes Wealth Technologies, the first company to combine behavioral finance with risk analytics, to empower financial advisors to differentiate & deliver truly personalized services.

DWealth Muse Podcast Series: Episode 23 – How Businesses are Maximizing Profits with...

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DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
Press Release 5

Practifi Launches New Compliance Role-Based App To Platform, Enabling Firms To Proactively Mitigate Risk

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CHICAGO, July 29, 2021 /PRNewswire/ -- Practifi, a business management platform for high-performing wealth institutions, broker-dealers, and RIAs, today announced the release of its new compliance-focused solution to its existing suite of innovative role-based apps. The revolutionary apps surface data, dashboards and reports most pertinent to the different roles within an organization helping teams save time, minimize risk and streamline processes.

Fintech Luminaries – Meet Paul Camuto of Broadridge Financial Solutions

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For our latest FINTECH LUMINARIES feature, we'd like you to meet Paul Camuto of Broadridge Financial Solutions (NYSE: BR), a global Fintech leader with over $4.5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives.

Fintech Corner (7/27/21)

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The word “integration” is so commonly uttered by technology providers and writers that it’s become the corner square on the fintech BINGO board, but they describe something incredibly important to advisor technology said Glenn Elliott, CEO & Co-Founder of Practifi.

Publisher Notes For 7/21/21

Fintech Friends, this week we delve into AI & blockchain, learn life lessons from a wealthtech behavioral scientist, and visit with our friend and wealthtech influencer, the brilliant April Rudin, plus much more! A truly epic edition! Read up!

Fintech Luminaries – Meet Nedra Barr of Spyder

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we'd like you to meet Nedra Barr of Spyder, a Saas-based e-commerce solution with a proprietary set of products geared towards solutions that a Producing Rep need to run their daily business, positioned to Insurance Agents, RIA’s, and Broker/Dealer Advisors.