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ed AI-enabled digital assistant platform provider for the wealth management and insurance industries, CogniCor, recently launched a first of its kind “knowledge graph” for the wealth management industry to support its range of digital assistants. This new product gives AI-enabled digital assistants context and background information to support RIAs and IBDs, enabling the assistants to learn quickly and integrate seamlessly into firms’ operations, according to the company’s release.

We're back with a fresh round of new Top 5 VC deals, and our top deal came in at $55M this week, with every deal coming in at $200M+.

Advisors want deeper client relationships and to build a more sustainable business model. Standing out from an increasingly homogeneous advice market doesn’t have to be expensive or time-intensive, but it does mean a little lateral thinking.

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?

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.

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.

Friends, this week's top 5 VC deals in digital wealth does not disappoint. We traverse the world for the biggest deals, and jump into NFTs, decentralized social media and more. And wait until you see the numbers. We blew right past $100M as minimums and now we're even higher.

Earlier this month, the financial advisory & fintech industries gathered in NYC for the annual Wealthies awards highlighting the most innovative companies serving financial advisors & among the winners was Practifi.

The deal size is back thru the roof in this week's current edition. We saw a slight drop off last week, but apparently that was an anomaly due to Rosh Hashanah and the Labor Day weekend before that. This week, the deals are back in scale, and more over the $100M total than we can post here.