StratiFi Technologies Inc., whose technology solutions are designed to help advisors improve investment outcomes for clients while increasing the stability of their own businesses, closed a $7 million Series A funding round led by Anthemis Group, Wolverine Holdings, Cboe Global Markets, HOF Capital, and AngelList.
Fintech company AdvisorEngine announced today that it has acquired Junxure, an industry leader of advisor technology and practice management solutions with more than 12,000 active users. According to the company, the combined company will pair digital solutions with consulting services to help financial advisors use
AdvicePay announced it has raised $500,000 in seed financing, led by Good Works Ventures and Front Street Capital. AdvicePay is a compliant retainer billing payment processor for financial advisors. Users can set up auto pay by choosing the frequency and amount, and AdvicePay will take care
Snappy Kraken announced the close of $1 million in Series A financing from an undisclosed investor. Snappy Kraken helps financial advisors personalize, automate, and track marketing campaigns and business processes. Users can choose from a number of ready-made campaigns, each containing combinations of professionally designed and
Fintech startup Vestwell announced it has raised $8 million in Series A financing led by F-Prime Capital. Primary Venture Partners, FinTech Collective and Commerce Ventures also participated. Vestwell is a turnkey solution for financial advisers, providing them with the ability to offer clients retirement plans