WealthTech Weekly: January 20, 2023

WealthTech Weekly: January 20, 2023

Welcome to the news highlights of this week.

What’s going on:

- iCapital got Endowus and Blue Owl Capital as partners

- Allfunds gets new head of UK business

- Mako inks a strategic partnership with PortfolioAid

- Orion gets a new exec of its Wealth Management line

- A shocking number of advice companies skip research on tech solutio...

Welcome to the news highlights of this week.

What’s going on:

- iCapital got Endowus and Blue Owl Capital as pa...
More

WealthTech Weekly: January 13, 2023

WealthTech Weekly: January 13, 2023

Welcome to the news highlights of this week.

What’s going on:

- Advisor360° acquires Agreement Express

- Twenty7tec inks a deal with Meet Parker

- MoneyGuide’s Tony Leal seizes his current role at Envestnet

- Docupace shows an example of much-needed social responsibility

- Information needs protection, but Wealthtechs miss on a key a...

Welcome to the news highlights of this week.

What’s going on:

- Advisor360° acquires Agreement Express

- Twen...
More

WealthTech Weekly: January 6, 2023

WealthTech Weekly: January 6, 2023

Welcome to the news highlights of this week.

What’s going on:

- Sanctuary Wealth picks Wealthbox’s enterprise CRM

- Titan Wealth purchases IFA firm Telford Mann Group

- Wealthy American couples will be able to give their heirs $26 million tax-free

- Canadians revealed their financial concerns for 2023

- Financial Advisor imagines how...

Welcome to the news highlights of this week.

What’s going on:

- Sanctuary Wealth picks Wealthbox’s enterprise C...
More

Subscribe to our blog to receive up-to-date information from the world of fintech

Solutions Development For Enterprise Fintech

Discover how we can help you solve business challenges using technological, managerial, and financial expertise of our software engineering experts!