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Top 5 VC Deals of the Week in the Digital Wealth Sector (1/27/21)
The fintech VC spigot continues to burst, with all five deals in our listing this week, again continuing to exceed $100M. This seems to be an ongoing trend for the sector, as the money continues to flow.
NinjaTrader Acquires TransAct Futures
NinjaTrader Group, LLC, a leading provider of trading software and brokerage services to active traders, has acquired TransAct Futures, a non-clearing Futures Commission Merchant (FCM) and its wholly owned subsidiary, Infinity Futures, an Independent Introducing Broker.
LendingClub Receives Regulatory Approvals to Acquire Radius Bancorp
LendingClub Corporation (NYSE:LC), America's leading online lending marketplace connecting borrowers and investors, today announced that it has now received all the bank regulatory approvals necessary to complete its acquisition of digital bank Radius Bancorp ("Radius"). The company expects the acquisition to close on or around February 1, 2021, subject to completion or waiver of the remaining customary closing conditions.
Financial Sector SPACS Take Hold
The mainstream emergence of Special Purpose Accquisition Companies (SPAC for short) has became one of the hottest market stories of 2020 and the trend appears to be continuing into the new year.
AvidXchange acquires Core Associates to become a leader in accounts payable automation for the...
AvidXchange, the leading provider of accounts payable (AP) and payment automation solutions for the middle market, has acquired Core Associates, the makers of TimberScan and complementary AP solutions trusted by more than 30,000 users nationwide
Keeping Clients on Track for Retirement
Retirement is not as simple as it once was. The National Retirement Institute’s (NRI) April survey stated that investors having more than $100,000 in assets no longer believe that they are secure...
SS&C GlobeOp Forward Redemption Indicator
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that the SS&C GlobeOp Forward Redemption Indicator for December 2020 measured 3.95%, up from 3.63% in November.
LifeRaft Launches to Build a Reliable Health Expense Safety Net Designed for Real Life
LifeRaft, a new insuretech company that makes simple, flexible and cost-effective supplemental health insurance products, came out of stealth mode today and launched its platform to offer people supplemental health options and solutions designed for real life. LifeRaft is building products that sit alongside a subscriber’s traditional health plan to help policy holders see the doctors they need, access the most appropriate treatments and make medical care more affordable.
WEALTHTECH INSIDER: Orion Thought Leader Q&A Series With Mustapha Baassiri
This week I wanted to put a spotlight on the client side of advisor tech. Our industry develops a lot of tools to help advisors build advisor-client relationships that are efficient, personal, and scalable. At the same time, we interact with investors who have rapidly evolving expectations in what a digital experience should look like.
21 Financial Resolutions for 2021
It's hard to believe that 2021 is almost upon us - jarring actually - and I am certain that we ALL are hoping for a return to some level of normalcy next year. With that said, he American Institute of CPAs (AICPA) recently joined forces with the National CPA Financial Literacy Foundation to create a list of "21 for '21" financial resolutions, which we found quite clever.