Wealthtech has finally graduated from forcing adoption to focusing on innovative ways to bring financial advice into users' pockets.
JPMorgan is another large player slowly giving investors access to Bitcoin trading given there is no cryptocurrency backed ETF in the U.S.
Wealthtech powerhouses Riskalyze and AssetMark are leveraging integrations and the personalization trend to capture adviser attention.
With a total of $173 million in fresh funding in a matter of months, M1 Finance looks to scale in the highly competitive robo-advice space. The company will increase its headcount to roughly 300 employees.
The platform it's buying, HiddenLevers, allows advisers to perform portfolio- or security-level stress tests to measure sensitivity to macro-level risks.
Ally Invest President Lule Demmissie shares her experience as a leading woman in fintech breaking down internal barriers for gender equity.
CEOs and other women in the fintech C-suite are spearheading the sector's progression and paving pathways for gender equity.
Wealthsimple will transfer all of their existing U.S.-based customers to Betterment, and will no longer support accounts based in the U.S.
With $125 million in fresh funding, Stash officially launched Smart Portfolio to allow users to opt-in for fully managed portfolios.
MoneyLion is buying out the financial planning software startup just a few weeks after its SPAC deal and values the firm at $2.9 billion
