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WealthTech
Fintech InvestCloud Is Considering an IPO Next YearFintech InvestCloud Is Considering an IPO Next Year

InvestCloud could command a valuation of $8 billion to $10 billion in an IPO.

byMatthew Monks and Gillian Tan
Nov 17, 2021
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1 Min Read
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WealthTech
Wealthfront Is Exploring a Potential Sale at a Value of $1.5 BillionWealthfront Is Exploring a Potential Sale at a Value of $1.5 Billion
byMatthew Monks
Nov 17, 2021
1 Min Read
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WealthTech
Skience Announces New Features and Redtail IntegrationSkience Announces New Features and Redtail Integration
byDavis Janowski
Nov 16, 2021
1 Min Read
bitcoin
Regulation & Compliance
SEC Rejects VanEck’s Bitcoin ETF in Latest Spot-Listing SnubSEC Rejects VanEck’s Bitcoin ETF in Latest Spot-Listing Snub
byVildana Hajric and Katie Greifeld (Bloomberg)
Nov 12, 2021
1 Min Read
cryptocurrency
Regulation & Compliance
Operation Hidden Treasure: The IRS vs. CryptoOperation Hidden Treasure: The IRS vs. Crypto
byHarvey Bezozi
Nov 12, 2021
1 Min Read
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WealthTech
Wealthies Circle Podcast: The Tools Of The Trade with Kristi Rodriguez and John CarterWealthies Circle Podcast: The Tools Of The Trade with Kristi Rodriguez and John Carter
byDavid Armstrong
Nov 12, 2021
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WealthTech
Wealthies Circle Podcast: The Virtual Connection with Shannon Spotswood
Wealthies Circle Podcast: The Virtual Connection with Shannon Spotswood
Nov 11, 2021
byDavid Armstrong, Executive Director, Content and User Engagement at WealthManagement.com
Smarsh
WealthTech
Smarsh Launches Latest Generation of Its Communications Intelligence Platform
Smarsh Launches Latest Generation of Its Communications Intelligence Platform
Nov 11, 2021
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
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Insights & Analysis
The WealthStack Podcast: Why Embedded Finance is a Game-Changer for Financial Advice
The WealthStack Podcast: Why Embedded Finance is a Game-Changer for Financial Advice
Nov 10, 2021
byMark Bruno, Managing Director, Wealth Management
Cryptocurrency’s Estimated Draw on World Resources Could Power Bangladesh
High Net Worth
Hurdles on the Horizon: New Crypto Regulation
Hurdles on the Horizon: New Crypto Regulation
Nov 10, 2021
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1 Min Read
byAmanda Bonello and Jessica Hillier
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WealthTech
XYPN Co-Founders Discuss Technology, Virtual Assistants and Community
XYPN Co-Founders Discuss Technology, Virtual Assistants and Community
Nov 9, 2021
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Why Digital Assets Require Active Management
Alternative Investments
Why Digital Assets Require Active Management
Why Digital Assets Require Active Management
Nov 9, 2021
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1 Min Read
byPeter Hans
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WealthTech
Vestwell to Acquire Sumday; Tolerisk Partners With FinMason; Plus a Robo Revamp
Vestwell to Acquire Sumday; Tolerisk Partners With FinMason; Plus a Robo Revamp
Nov 5, 2021
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
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WealthTech
Simon Markets, +Subscribe Partner to Give Advisors a 'Buy' Button for Alt Investments
Simon Markets, +Subscribe Partner to Give Advisors a 'Buy' Button for Alt Investments
Nov 4, 2021
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
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Sponsored Content
Advisors Deserve Wealth Management CRM
Advisors Deserve Wealth Management CRM
Nov 4, 2021
|
1 Min Read
wealthies circle podcast
WealthTech
Wealthies Circle Podcast: The Future of Technology Is Now with Jack Swift
Wealthies Circle Podcast: The Future of Technology Is Now with Jack Swift
Nov 4, 2021
byDavis Janowski, Senior Technology Editor, WealthManagement.com
GeoWealth offices chicago
WealthTech
Modern TAMP GeoWealth Lands $19 Million Series B
Modern TAMP GeoWealth Lands $19 Million Series B
Nov 4, 2021
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
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Sponsored Content
Client Engagement In the Digital Age
Client Engagement In the Digital Age
Nov 4, 2021
|
1 Min Read
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RIA
Ten to Watch in 2022: Ben Cruikshank
Ten to Watch in 2022: Ben Cruikshank
Nov 2, 2021
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
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RIA
Ten to Watch in 2022: Shachar Kariv
Ten to Watch in 2022: Shachar Kariv
Nov 2, 2021
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
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RIA
Ten to Watch in 2022: Matt Reiner
Ten to Watch in 2022: Matt Reiner
Nov 2, 2021
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
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RIA
Ten to Watch in 2022: Niharika Shah
Ten to Watch in 2022: Niharika Shah
Nov 2, 2021
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
digital lock
WealthTech
Smarsh Subsidiary Entreda Acquires Privva
Smarsh Subsidiary Entreda Acquires Privva
Nov 1, 2021
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
apartment technology
WealthTech
How to Bring Personalization to Multifamily Proptech Tools
How to Bring Personalization to Multifamily Proptech Tools
Nov 1, 2021
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1 Min Read
byJenn Elliot, Contributing Writer
digital city
Sponsored Content
[Exclusive Proptech Research] Slowly Getting There
[Exclusive Proptech Research] Slowly Getting There
Oct 31, 2021
byJenn Elliot, Contributing Writer
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WealthTech
Panoramix Launches Pro Version of Its Platform
Panoramix Launches Pro Version of Its Platform
Oct 29, 2021
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
digital finance cybersecurity
WealthTech
Tifin Announces $47 Million Series C Funding Round
Tifin Announces $47 Million Series C Funding Round
Oct 28, 2021
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
apartment technology
WealthTech
Multifamily Owners Turn to Technology to Overcome Leasing Challenges
Multifamily Owners Turn to Technology to Overcome Leasing Challenges
Oct 28, 2021
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1 Min Read
byJenn Elliot, Contributing Writer
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Sponsored Content
Financial coaching: A prospecting magnet
Financial coaching: A prospecting magnet
Oct 27, 2021
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1 Min Read
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WealthTech
Schwab Retools iRebal
Schwab Retools iRebal
Oct 27, 2021
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
UBS logo
WealthTech
UBS Starts Digital Wealth Bank in U.S. to Rival Wall Street
UBS Starts Digital Wealth Bank in U.S. to Rival Wall Street
Oct 27, 2021
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1 Min Read
byMarion Halftermeyer
orion-advisor-services.jpg
WealthTech
Orion Acquires RegTech Provider BasisCode
Orion Acquires RegTech Provider BasisCode
Oct 22, 2021
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
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WealthTech
Addepar Acquires Trading and Rebalancing Platform AdvisorPeak
Addepar Acquires Trading and Rebalancing Platform AdvisorPeak
Oct 22, 2021
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
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WealthTech
Are Model Marketplaces Living Up to Their Promise?
Are Model Marketplaces Living Up to Their Promise?
Oct 22, 2021
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1 Min Read
byDiana Britton, Managing Editor
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WealthTech
Riskalyze Fintech Report Card: October 2021
Riskalyze Fintech Report Card: October 2021
Oct 21, 2021
byAaron Klein

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