Truelytics
Truelytics, a business-to-business enterprise software-as-a-service (SAAS) company, announced that it has selected SkyView Partners as its exclusive lending partner. The partnership will benefit financial advisory and wealth management firms on its’ Advisor Transition Management platform, which helps improve mission-critical ‘transition-driven’ business processes like recruitment, practice improvement, business valuation, and succession management.

Plaid
Visa agreed to buy privately held software startup Plaid in a $5.3 billion deal that will boost the payments giant’s access to the booming financial technology space.

Envestnet
Envestnet announced it is joining forces with Dynasty Financial Partners to launch the Advisor Services Exchange (ASx), which will offer financial advisors using Envestnet’s platforms an enhanced set of tools and services to help build and grow their businesses.

 

IFP
IFP, a full-service broker-dealer, registered investment adviser and insurance agency, announced that its more than 200 affiliated financial advisors across the U.S. will now be able to offer high-interest, FDIC-insured bank accounts to their customers through Galileo Money+.

Modera Wealth Management
Keatley Wealth Management, an independent, fee-only financial advisory firm located in Charlotte, N.C., has joined Modera Wealth Management. The merger was official as of January 1, 2020.

Apex
Apex Clearing, the custody and clearing engine powering the future of wealth management, is now fully integrated with Singapore-based global provider of digital wealth technology Bambu – a move that will further revolutionize digital investing for consumers.

 

Cerity Partners
Cerity Partners, one of the nation’s leading independent financial advisory firms, announced that it has merged with New York-based wealth management firm EMM Wealth. With this merger, Cerity Partners now manages approximately $26 billion in assets.

Flourish
Flourish, a platform for financial advisors, announced a partnership with Buckingham Strategic Wealth to offer Flourish Cash as a cash-management option for Buckingham’s advisors and their clients. Clients of Buckingham Strategic Wealth now have access to a competitive variable rate on their cash, high levels of FDIC coverage through Flourish Cash’s Program Banks, and a modern and streamlined user experience.

Vasyl Soloshchuk is CEO and co-owner at INSART, FinTech engineering company. Vasyl is also the author of WealthTech Club, which conducts research into fortune and startup robo-advisor and wealth management companies in terms of the technology ecosystem.