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The Week in Digital Wealth (6/29/21)
The deal pipeline is filling in the fintech space, chief of which includes Visa flexing its muscle in Europe’s open banking industry. Kids are gaining access to financial apps sooner than later, thanks to one UK-based challenger bank. In addition, a couple of German fintech startups are looking to gain a foothold in the US market while the IPO pipeline keeps growing. Andreessen Horowitz has made a key hire and is doubling down on crypto despite a murky regulatory environment.
Advisor Tech Talk (6/23/21)
The summer doldrums may be upon us but not the wealthtech space, where activity is bustling. Advisor tech firms are busy building, strengthening their offerings and adapting to a changing financial advisor landscape.
Financial Independence Group Partners with Carson Group to Provide Life Insurance, Annuities and More
Financial Independence Group, LLC (FIG), a leading financial services conglomerate, and Carson Group, one of the fastest-growing wealth advisory firms and financial planning ecosystems in the United States, have entered a strategic partnership to power Carson Group's insurance solutions.
Orion and HiddenLevers Announce First Post-Acquisition Deal With Cardea Capital
June 02, 2021 10:00 AM Eastern Daylight Time
OMAHA, Neb.--(BUSINESS WIRE)--Eager to improve the advisor-client...
Orion Advisor Solutions Completes HiddenLevers Acquisition, Announces Preferred Pricing & Integration Timeline
Orion Advisor Solutions announces the completion of its acquisition of HiddenLevers, lays out an ambitious 12-month roadmap charting the integration of HiddenLevers’ enhancements to Orion’s wealthtech platform
Financial Advisor Digital Marketing in a Post-Pandemic World
While it’s hard to predict with certainty when COVID-19 will be in the rearview mirror, the end does seem to be in sight as firms, industry associations and advisors are all starting to contemplate holding certain events and meetings on an in-person basis, commencing in the closing quarters of this year.
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.
Move Over Digital Assets. A NFT Just Moved Into Music
Just last week the rock band Kings of Leon released their latest album in the form of a NFT, becoming the first band to ever do so.
These Reese’s Cups Fintechs Are Bringing Decentralized and Traditional Finance Together
Fintech has a metaphorical chocolate and peanut butter. The chocolate would be decentralized finance, fintech applications that put the power of banking, lending and investing directly into the user’s hands, with less reliance on financial intermediaries, or no reliance on them at all.
Top 5 VC Deals of the Week in the Digital Wealth Sector (1/20/21)
This week, we had some MAMMOTH deals in VC in the fintech sector, with three of the five based in the US, and the other two in London and Vietnam. Also, this week saw some VERY big funding rounds. If this is indicative of what 2021 holds in the fintech VC arena, now that we are officially back at work post-holiday season, we're in for some whopper deals. I wouldn't be surprised if we something at $1B or more at this point.