AdvisorEngine, the digital wealth management platform for financial advisors, has been acquired by Franklin Templeton, the global investment management firm founded in New York in 1947. The terms of the transaction were not disclosed.
iCapital Network, the platform to connect advisors to alternative investment managers, has agreed to acquire Artivest, the platform that connects investors to alternative investment opportunities.
As online shopping takes a larger share of retail, the traditional opportunities for retailers to upsell extended protection plans are slowly disappearing. Clyde is an online extended warranty platform that integrates with the checkout process of e-commerce merchants, offering a seamless and integrated experience while adding a bit of margin for the retailer. This is especially important in e-commerce where margins are highly competitive. CEO and Founder Brandon Gell walks us through the business, its future plans, and recent round of funding led by Spark Capital.
Even Financial, the financial services search API that enables programmatic and native customer acquisition, has acquired SF-based LeapLife, the insurtech platform and digital life insurance agency. The terms of the transaction were not disclosed. “Even’s goal to evolve how financial institutions find and connect with consumers is not limited to loans or credit cards, but […]
The private credit and securitization industries are extraordinarily complex, which is why it has been so hard to disrupt this space. Unless you’re involved in this world or have a background in it, it’s not an opportunity that’s immediately obvious or easily explained. Cadence has launched the platform that makes this traditionally opaque process more transparent, enabling private credit to become a mainstream investment product.
I grew up believing in American exceptionalism. That the U.S. was better than other nations. That’s what I was taught. When I looked around, that’s what I saw. But among many other lessons, Trump has taught me that the U.S. is a banana republic, just like most other/every other nation in the world. And that actually makes […]
Equipped with sophisticated back-ends, larger conglomerates are often outcompeting small freight brokers, but Axle Payments wants to change this by empowering over 10,000 freight brokers currently operating in the US with sophisticated back-end solution. Axle Payments has automated the back office to handle collections, carrier payments, and integration with accounting while freeing up to 90% of […]
Buying insurance is typically not a fun process and even with all the information that the internet provides at your fingertips, you may still feel lost in navigating all the offerings. Policygenius is the authoritative source that provides unbiased information on practically every form of insurance that you may need – whether it be life, […]
The passage of the Affordable Care Act revealed many gaps in the healthcare market and frustration has grown for consumer when thinking about having to deal with their insurers. Zipari saw this as the perfect opportunity to improve healthcare CX to lower healthcare costs across the system. Zipari achieves this through its customer experience platform for […]
For most people, buying a home is the single biggest investment in their lifetime. For existing homeowners, the process becomes a bit more stressful when they need to consider selling their old home. Orchard, which just rebranded from Perch, allows homeowners to manage this delicate balancing act by allowing you to purchase a new home […]
The average, lifetime cost that pet owners pay to get their dog groomed can top out at a whopping $14,400. Routine preventative and wellness care for dogs is expensive and Wagmo developed a new type of pet insurance that covers day-to-day essentials including grooming and dental work. Wagmo offers three tiers of annual membership plans […]