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WealthTech
Data Aggregator MX Lands $100 Million in Series BData Aggregator MX Lands $100 Million in Series B

MX brought in $100 million in a fundraising effort designed to accelerate the company's growth.

bySamuel Steinberger, Senior Technology Editor
Jun 25, 2019
|
1 Min Read
David Snider
WealthTech
Harness Wealth Wants to Be Advisors' Digital MatchmakerHarness Wealth Wants to Be Advisors' Digital Matchmaker
bySamuel Steinberger
Jun 25, 2019
1 Min Read
digital money
WealthTech
Grendel Acquired By Canadian Firm EquisoftGrendel Acquired By Canadian Firm Equisoft
byDavis Janowski
Jun 21, 2019
1 Min Read
Addepar office sign
WealthTech
Addepar Inks Reseller Partnership With MiradorAddepar Inks Reseller Partnership With Mirador
byDavis Janowski
Jun 20, 2019
1 Min Read
Envestnet Tamarac
WealthTech
Envestnet Concludes Pilot With Schwab, TDAIEnvestnet Concludes Pilot With Schwab, TDAI
bySamuel Steinberger
Jun 19, 2019
1 Min Read
U.S. Bancorp Lowers Barriers to Entry for Robo Advisor
WealthTech
U.S. Bancorp Lowers Barriers to Entry for Robo AdvisorU.S. Bancorp Lowers Barriers to Entry for Robo Advisor
byDiana Britton, Moderator
Jun 17, 2019
1 Min Read
LPL Financial
WealthTech
What’s Next for LPL’s Advisor Sleeve? Machine Learning and AI
What’s Next for LPL’s Advisor Sleeve? Machine Learning and AI
Jun 17, 2019
|
1 Min Read
byDiana Britton, Moderator, Managing Editor
businessman computer technology
WealthTech
Orion Improves Integrations With Schwab, Redtail
Orion Improves Integrations With Schwab, Redtail
Jun 13, 2019
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
computer integrations
WealthTech
Pershing Working on a Full Stack Integration
Pershing Working on a Full Stack Integration
Jun 13, 2019
|
1 Min Read
byDiana Britton, Moderator, Managing Editor
Andy Sieg Merrill Lynch
Estate Planning
Merrill Lynch on Track to Add 47,000 Households in 2019, Sieg Says
Merrill Lynch on Track to Add 47,000 Households in 2019, Sieg Says
Jun 12, 2019
|
1 Min Read
byMichael Thrasher, Staff Writer
crypto currencies phone
Digital Assets
Crypto Exchanges Are Facing Their Biggest Regulatory Hurdle Yet
Crypto Exchanges Are Facing Their Biggest Regulatory Hurdle Yet
Jun 12, 2019
|
1 Min Read
computer finance data
WealthTech
Black Diamond Integrations Announced
Black Diamond Integrations Announced
Jun 11, 2019
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
digital dollars
WealthTech
Personal Capital, Latest To Join Boom In Basic Banking
Personal Capital, Latest To Join Boom In Basic Banking
Jun 11, 2019
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Riskalyze office
RIA
Lori Hardwick To Lead Riskalyze Board As Chairman
Lori Hardwick To Lead Riskalyze Board As Chairman
Jun 11, 2019
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
salesforce-tower.jpg
WealthTech
Salesforce to Buy Tableau for $15.3 Billion in Data Push
Salesforce to Buy Tableau for $15.3 Billion in Data Push
Jun 10, 2019
|
1 Min Read
A TD Ameritrade sign.
WealthTech
TD Ameritrade Turns To Open Source Programming
TD Ameritrade Turns To Open Source Programming
Jun 7, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Welcome to the June edition of thenbspRiskalyzenbspFinTechnbspReview where we give a snapshot of the month39s technology news for advisors and judge t
WealthTech
Riskalyze Fintech Report Card: May 2019
Riskalyze Fintech Report Card: May 2019
Jun 7, 2019
|
1 Min Read
byAaron Klein
house-computer-keyboard.jpg
Real Estate
Tech Opportunities for Real Estate Investors and Advisors
Tech Opportunities for Real Estate Investors and Advisors
Jun 7, 2019
|
1 Min Read
Redtail CEO Brian McLaughlin
Cybersecurity
Redtail Incident Reveals Challenges of Cybersecurity Standards
Redtail Incident Reveals Challenges of Cybersecurity Standards
Jun 7, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Ryan Shanks
WealthTech
FA Match's Newest Offering Is for a Seeming Competitor: Recruiters
FA Match's Newest Offering Is for a Seeming Competitor: Recruiters
Jun 6, 2019
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1 Min Read
byDiana Britton, Moderator, Managing Editor
social media
Marketing
How Social Media Can Help You Build a Successful RIA
How Social Media Can Help You Build a Successful RIA
Jun 6, 2019
|
1 Min Read
Fidelity
WealthTech
Fidelity Managed Account Solution Coming in 2020
Fidelity Managed Account Solution Coming in 2020
Jun 6, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
envestnet-insurance-exchange.jpg
WealthTech
Envestnet Kindles Chemistry Between Advisors, Insurance Carriers
Envestnet Kindles Chemistry Between Advisors, Insurance Carriers
Jun 4, 2019
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
computer technology finance
WealthTech
Advisor Group Introduces Flexible Payment Tool
Advisor Group Introduces Flexible Payment Tool
Jun 3, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Plaid close up
WealthTech
Data Aggregator Plaid Hops the Pond
Data Aggregator Plaid Hops the Pond
May 29, 2019
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Allianz building
WealthTech
Allianz Global Investors Adds PFaroe
Allianz Global Investors Adds PFaroe
May 28, 2019
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Robinhood co-CEO Vlad Tenev
WealthTech
Stock-Trading App Robinhood Valued at $7 Billion
Stock-Trading App Robinhood Valued at $7 Billion
May 28, 2019
|
1 Min Read
byDiana Britton, Moderator, Managing Editor
welcome to wealthfront
Mutual Funds
Wealthfront Has Courted Controversy With Dalio-Look-Alike Fund
Wealthfront Has Courted Controversy With Dalio-Look-Alike Fund
May 28, 2019
|
1 Min Read
Screen Shot 2019-05-24 at 4.05.07 PM.png
WealthTech
Seven Takeaways for Advisors From FinovateSpring 2019
Seven Takeaways for Advisors From FinovateSpring 2019
May 24, 2019
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7 Slides
byDavis Janowski, Senior Technology Editor, WealthManagement.com
rapunzl-investments-app.jpg
WealthTech
Fidelity Sponsored College Investing Competition
Fidelity Sponsored College Investing Competition
May 23, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
robo-evolution-750
WealthTech
Robo-Advising Market Could Reach $1.26 Trillion In Assets By 2023
Robo-Advising Market Could Reach $1.26 Trillion In Assets By 2023
May 22, 2019
|
1 Min Read
byDan Whateley, Intern
Redtail CEO Brian McLaughlin
WealthTech
Redtail Customer Data Exposed
Redtail Customer Data Exposed
May 22, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
waddell-pittsburgh-stock-ticker2.jpg
WealthTech
Waddell & Reed Deploys Thomson ONE Technology
Waddell & Reed Deploys Thomson ONE Technology
May 20, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
bitcoin value
Digital Assets
Low Crypto Values Create Estate Tax-Planning Opportunities
Low Crypto Values Create Estate Tax-Planning Opportunities
May 16, 2019
|
1 Min Read
uber
Real Estate
Ladenburg Sees Advising Opportunity for Self-Employed Investors
Ladenburg Sees Advising Opportunity for Self-Employed Investors
May 15, 2019
|
1 Min Read
byDan Whateley, Intern

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