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Fintech Luminaries – Meet Matt Wolniewicz of Income America
For the next feature in our Fintech Luminaries series, we’d like you to meet Matt Wolniewicz of Income America, which is designed to provide participants with guaranteed lifetime income of 5% per year beginning at age 65
WEALTHTECH INSIDER: Orion Announces Acquisition of Risk Analytics and Business Intelligence Platform, HiddenLevers
Orion Advisor Solutions has announced the acquisition of Atlanta area-based wealthtech firm HiddenLevers, a risk analysis, investment process, and executive oversight platform serving the asset management and wealth sectors.
intelliflo Creates a New Global Leader in Financial Advice Technology
Consisting of five software businesses now under one brand, the new intelliflo will be able to offer its customers around the world a broader range of end-to-end solutions that span the advisory lifecycle, from financial planning and practice management to portfolio management solutions, digital advisory and managed services.
Financial Advisor-Focused WealthTech Takes Center Stage Once More
Over the past decade, fintech has been shaped to a fair extent by two dueling forces: On the one hand, are those who believe the future is in the hands of DIY investors, empowered by advancements in robo-advice (think Betterment), online self-directed trading (think Robinhood), as well as consumer-facing financial planning tools like Personal Capital or Quicken.
DWealth Muse Podcast Series: Episode 2 – Gamestopped by Congress
DWealth Muse is a weekly podcast series on Digital Wealth News that bridges the knowledge gap between conventional...
A100x Launches Venture Fund For Emerging Technologies for Impact and Blockchain
A100x announced today the launch of a rolling venture fund committed to investing in companies that apply blockchain, AI and other emerging technologies to promote environmental, social and economic impact
Top 5 VC Deals of the Week in the Digital Wealth Sector (2/24/21)
This past week, America "won" with four of the five top VC deals in the fintech sector. Furthermore, all four of those deals surpassed $100M, while the 5th deal - and Indian digital lending startup - scored $75M for their new venture.
Recent Market Disruption Escalates Interest in AI-Driven Asset Management
With the ongoing surge of self-directed online trading expected to further fuel market volatility, wealth management firms and technology entrepreneurs alike are seeking asset management solutions that can supersede or sidestep human emotions and bias to create better outcomes.
Fintech Luminaries – Meet Sally Outlaw of Worthy Financial
For the next feature in this series, we’d like you to meet Sally Outlaw of Worthy Financial which helps the "98%" painlessly save & invest while also helping businesses get better access to capital.
Top 5 VC Deals of the Week in the Digital Wealth Sector (2/17/21)
This past week, the real estate category (proptech) continued to see dollars flow iwht a $227M deal for Fraction Technologies out of Canada. This is a shared equity program, similar in scope to what Unison offers here in the US. And we think this is SUCH a smart offering, as many people may have sufficient cash flow but not enough capital for real estate down payments.