• Smarsh announced the acquisition of Entreda
  • AdvicePay announced an agreement with LPL Financial.
  • EquityZen announced a new partnership with Addepar.
  • DriveWealth announced an agreement with Access Softek.
  • SS&C Technologies Holdings completed the acquisition of Innovest Systems.
  • Skience is the recipient of a Silver Stevie Award in the FinTech Solution category in the 18th Annual American Business Awards.


Smarsh announced the acquisition of Entreda, a developer of cybersecurity risk and compliance management software and services for the wealth management market. Entreda will continue to operate under its own brand and under the leadership of co-founder and CEO Sid Yenamandra as a stand-alone, wholly owned subsidiary of Smarsh.

AdvicePay, a fee-payment-processing platform designed for financial advisors, announced the largest enterprise agreement in the company’s history. LPL Financial, the nation’s largest independent broker-dealer and a retail investment advisory firm and RIA custodian, will provide its advisors an enterprise solution for “fee for service” billing for one-time and ongoing financial planning.

EquityZen is broadening pre-IPO access to RIAs and Family Offices through a new partnership with Addepar, according to a note from the company. Addepar is a Wealthtech management platform that specializes in data aggregation, analytics, and performance reporting.

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