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divestitures, partnerships, cryptocurrency adoption, and more. For each theme, there are multiple headlines to go alongside them, but we’ve narrowed them down to a sampling of where we leave off for the summer and where we will pick up for the fall. 

After a blockbuster summer in the fintech and digital wealth space, we thought it would be a good opportunity to do a highlight reel of some of the most memorable developments. For those who prefer to look ahead instead of the rear-view window, Christmas is just 108 days away and counting!  

Now that we're officially post-Labor Day, we're looking at the top 5 largest fintech deals of the summer, and there have been some whoppers. To give you a perspective, the LOWEST funding level in this Top 5 list for the summer was a $500M Series G for equity management system Carta. The top deal came in at $1B+ (yes, "B") for NC-based financial reporting software firm insightsoftware.

he fintech space is increasingly attracting well-established C-suite leaders from wealth management firms.  And the recent move by Susan Theder, the outgoing CMO of Advisor Group, to become Chief Marketing and Experience Officer at FMG Suite, the venture capital-backed provider of digital marketing solutions to wealth management and insurance firms, fits within this budding trend.

Greetings, Fintech Friends! This week we delve into the future of fiat currencies, hear from multiple sources that it's now crucial for advisors to go digital & chat with Patrick Murray of STP Investment Services plus more! Read up!

This week's roundup of the Top 5 VC deals in digital wealth leaves several $100M+ deals off the list. Here we are again, with every deal in excess of $100M and three offshore.

The buy now pay later niche is becoming a phenomenon after attracting e-commerce giant Amazon, with ripple effects being felt all the way to Japan. The M&A pipeline is growing stronger as the final quarter of the year approaches, and the blockchain is getting greater validation. Let’s dive in. 

insurance spaces, CogniCor recently announced its invitation to be part of the Morgan Stanley Multicultural Innovation Lab, an in-house start-up accelerator that promotes financial inclusion and access to capital for technology entrepreneurs who are women or cultural minorities.   

Practifi, a business management platform for high-performing wealth institutions, broker-dealers and RIAs, today announced Tim Highland has joined the company as head of professional services. In this role, Highland will lead Practifi’s professional services team in onboarding clients, implementing new projects and enhancing the client journey.

Greetings, Fintech Friends! This week we delve into the potential pitfalls of Bitcoin Futures ETFs, learn about using tech for pro bono advisory services, and chat with Reema Tandon of real estate tokenization platform Yoonify plus more! Read up!