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Fintech Luminaries – Meet Mike Kerins of RobustWealth
We’d like you to meet Mike Kerins, CEO of RobustWealth, a digital wealth management platform designed to support independent advisors and enterprises by minimizing tedious, back-office tasks, so professionals can spend more time growing their business and strengthening existing client relationships
d1g1t ANNOUNCES STRONG GROWTH
d1g1t Inc., the first provider of an enterprise wealth management platform powered by institutional-grade analytics and risk management tools, today announced the company has significantly grown its business over the last 12 months, doubling its revenues during that time and continuing to increase headcount by over 50%.
Fintech Corner (4/7/21)
For financial advisory firms to get their technology up-to-date at an institutional level will require some form of data Rosetta stone. That’s where Practifi, a Sydney-based Australian fintech making inroads among U.S. wealth managers, can help, said Adrian Johnstone, the firm’s chief commercial officer.
Jack Henry & Associates Reports on Rise in Digital Momentum
Jack Henry announced today that regional and community banks and credit unions are successfully pivoting to meet today's demands for a complete banking ecosystem
RLTY Capital Launches to Accelerate the NYC Real Estate Community
RLTY Capital, a new REtech platform and specialty finance firm, launched today with the introduction of a new service that enables real estate agents, brokerages and developers to secure earned commissions upfront with no hidden fees or extraneous costs.
AlphaTrAI names Bruce Lavine President, Asset Management
AlphaTrAI, Inc., a venture-backed, asset management firm that delivers alpha through transformative artificial intelligence, today announced that Bruce Lavine has been named President, Asset Management
Publisher Notes For 3/31/21
This week we explore how insurtech has finally reached the institutional sector, explore what digital asset derivatives exchange is behind the naming rights of a NBA team stadium and chat with Tryone Ross, Jr. of Onramp Invest in our DWealth Muse podcast series. Check it out!
Insurtech Played Catch-Up During Covid-19 – It’s A Digital World Now, Says Ensight
Today, every financial service experience out there, whether it’s financial planning software like eMoney or MoneyGuidePro, or the technology in our 401(k) account, all the way to our investment accounts is consumer-centric and driven by a digital experience. The last bastion is in what we would call complex insurance products.
Orion and BNY Mellon’s Pershing Expand Relationship, Deepen Tech Integrations
Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today announced that it has expanded its relationship with BNY Mellon’s Pershing (“Pershing”) through a series of technology integration upgrades.
Top 5 VC Deals of the Week in the Digital Wealth Sector (3/24/21)
IN A TRULY ASTONISHING MOMENT FOR FINTECH VC, this week we saw NINE VC deals in the digital wealth sector in excess of $100M.