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FinTech

Envestnet
Products and Services / Technology

Envestnet Expands MoneyGuide for Complex Investment Planning

September 22, 2026September 21, 2026 - by Timothy Alexander

BERWYN, PA — Envestnet is expanding its MoneyGuide financial-planning platform to model a broader range of annuities and structured investments in its third technology release of 2026, giving financial advisors …

Envestnet Expands MoneyGuide for Complex Investment Planning Read More

Envestnet
Products and Services / Technology

Envestnet Builds AI Into Advisor Workflow With Platform Update

September 22, 2026September 21, 2026 - by Timothy Alexander

BERWYN, PA — Envestnet is embedding artificial intelligence more directly into its wealth-management platform in its third technology release of 2026, pairing a conversational AI assistant with a redesigned interface …

Envestnet Builds AI Into Advisor Workflow With Platform Update Read More
Envestnet
Products and Services / Technology

Envestnet Deepens Tamarac Integration With Third 2026 Update

September 22, 2026September 21, 2026 - by Timothy Alexander

BERWYN, PA — Envestnet is tightening integration across its Tamarac wealth-management platform in its third technology release of 2026, connecting trading data directly with its CRM while expanding reporting, financial-planning, …

Envestnet Deepens Tamarac Integration With Third 2026 Update Read More

BTCS
Business / Technology

BTCS Expands DeFi Business to Base as Assets Reach $36 Million

September 20, 2026September 19, 2026 - by Timothy Alexander

WAYNE, PA — BTCS Inc. (Nasdaq: BTCS) has expanded its Imperium decentralized finance business onto Coinbase-created Base as the blockchain company broadens beyond Ethereum mainnet after increasing assets deployed in …

BTCS Expands DeFi Business to Base as Assets Reach $36 Million Read More
Envestnet
Mergers and Acquisitions

Berwyn’s Envestnet to Buy $2 Trillion WealthTech Platform

September 16, 2026September 14, 2026 - by Timothy Alexander

BERWYN, PA — Envestnet agreed to acquire Vestmark in a deal that would add a portfolio-management and trading platform supporting more than $2 trillion in assets and over 5 million …

Berwyn’s Envestnet to Buy $2 Trillion WealthTech Platform Read More

iPipeline
Mergers and Acquisitions

iPipeline Expands UK Reach With Origo Acquisition

September 11, 2026September 8, 2026 - by Timothy Alexander

WAYNE, PA — iPipeline completed its acquisition of Origo last week after securing required regulatory approvals, including clearance from the UK Competition and Markets Authority, expanding the financial technology provider’s …

iPipeline Expands UK Reach With Origo Acquisition Read More
Computer security
Personal Finance

Stay One Step Ahead of Cybercriminals

September 11, 2026September 9, 2026 - by Joe Oliver

Your financial security is only as strong as your digital security. A single stolen password, convincing scam or fraudulent investment offer can lead to lost savings, damaged credit or hours …

Stay One Step Ahead of Cybercriminals Read More

Envestnet
Technology

Envestnet Boosts Tamarac Investment in $35 Million AI Push

September 9, 2026September 7, 2026 - by Timothy Alexander

BERWYN, PA — Envestnet is increasing its technology investment in Tamarac by 2.5 times with a $35 million funding push focused on artificial intelligence, reporting and portfolio-management tools, accelerating a …

Envestnet Boosts Tamarac Investment in $35 Million AI Push Read More
Adapfin Technologies
Corporations / Technology

Chesterbrook Fintech Takes Aim at Legacy Banking Systems

September 4, 2026September 3, 2026 - by Timothy Alexander

CHESTERBROOK, PA — adapfin will demonstrate its Nucleus BankOS at Finovate Fall in New York on Sept. 9 by building a banking product in less than seven minutes, positioning the …

Chesterbrook Fintech Takes Aim at Legacy Banking Systems Read More
Vanguard
Mergers and Acquisitions

Vanguard to Acquire Altruist, Expanding Advisor Reach

September 2, 2026August 31, 2026 - by Timothy Alexander

VALLEY FORGE, PA — Vanguard agreed to acquire wealth technology and custody platform Altruist in a deal that would deepen the asset manager’s ties to independent financial advisors and expand …

Vanguard to Acquire Altruist, Expanding Advisor Reach Read More

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