- GeoWealth adds a suite of PIMCO fixed income model portfolios to its TAMP platform.
- Riskalyze postpones its annual Fearless Investing Summit until October 2021.
- DriveWealth partners with Winvesta, which operates in India and the U.S.
- Act Analytics integrates with SS&C Advent’s Black Diamond Wealth Platform.
- M1 Finance raised $33 million on a Series B round.
- FA Match launches FA Match 2.0, a recruitment technology via Advisor MatchTM.
- Chalice Network adds three new members to the Chalice Advisory Board.
- AdvisorPeak partners with FinMason to offer AdvisorPeak users portfolio and security-level investment analytics.
GeoWealth
GeoWealth, a financial technology and turnkey asset management platform (TAMP), announced the addition of a suite of PIMCO fixed income model portfolios to its next-generation turnkey asset management platform.
Riskalyze
Riskalyze announced the postponement of its annual Fearless Investing Summit, which was to take place in Palm Springs, CA this September. The event will now take place in October of 2021.
DriveWealth
DriveWealth, a U.S. based provider of global digital trading technology, announced a partnership with Winvesta, a newly launched UK-based global investment platform with operations in India and the U.S.
Act Analytics
Act Analytics, an environmental-, social-, and governance-based investment analytics technology platform, announced a new integration with SS&C Advent’s Black Diamond Wealth Platform to help advisors better manage ESG portfolios for their clients.