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The combined company will service $4 trillion in assets and is valued at $1 billion.
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1. InvestCloud merges with Tegra118 to create ‘portfolio management juggernaut’
By Ryan W. Neal
3 min read
The combined company will service $4 trillion in assets and is valued at $1 billion.
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2. Plaid CEO: ‘Embedded finance’ driving new wave of fintech innovation
By Ryan W. Neal
2 min read
This could be "could be much larger than we expect,” Zach Perret says.
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3. How Orion and Focus Financial plan to stand out in a crowded cash management market
By Ryan W. Neal
3 min read
Though interest rates remain low, the partnership gives advisors specialized deposit accounts and lending opportunities tailored to wealthy clients.
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4. Insurer to buy $3B TAMP as incumbents seek wealthtech convergence
By Tobias Salinger
3 min read
Sammons is trying to solve the longtime question of how best to combine planning with certain products through technology.
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