Chester County News and Community Website
BERWYN, PA — Envestnet has launched professionally managed model portfolios featuring interval funds on its WealthTech platform, marking a major step in expanding advisor access to alternative investments. The new …
Envestnet Expands WealthTech Platform With Alternative Investment Portfolios Read More
RADNOR, PA — eMoney Advisor unveiled its new developer site last week during the 2025 eMoney Summit, introducing a centralized hub designed to simplify how fintech developers discover, test, and …
eMoney Advisor Launches Developer Site to Accelerate API Integration Read More RADNOR, PA — eMoney Advisor opened its 2025 eMoney Summit last week with a look ahead to the next generation of financial planning technology, unveiling new platform innovations and outlining …
eMoney Summit 2025 Highlights Innovation and the Future of Financial Planning Read More
PHILADELPHIA, PA & LOS ANGELES, CA NEW YORK, NY — Valor PayTech has received a strategic investment from funds managed by Lovell Minnick Partners (LMP), marking the company’s first institutional …
Valor PayTech Secures Strategic Investment From Lovell Minnick Partners to Accelerate Growth Read More
KING OF PRUSSIA, PA — Mortgage technology firm Sagent has partnered with the Idaho Housing and Finance Association (IHFA) to implement Dara Claims, a new platform designed to streamline claims …
Sagent, Idaho Housing and Finance Association Partner on Affordable Housing Tech Read More
BERWYN, PA — Fiduciary Exchange LLC (FIDx) announced its Insurance Exchange (IX) platform has crossed $3 billion in transaction processing volume, marking a major milestone in the company’s growth and …
FIDx Insurance Exchange Surpasses $3 Billion in Transactions Amid Rising Annuity Demand Read More BERWYN, PA — Envestnet, Inc. has finalized the sale of its open finance and data analytics subsidiary, Yodlee, Inc., to private equity firm STG, marking a strategic shift designed to …
Envestnet Completes Sale of Yodlee to STG, Sharpens Focus on Core WealthTech Strategy Read More
BROOMALL, PA — Xactus has announced its designation as an ICE Platinum Partner, marking a significant milestone in the company’s ongoing collaboration with ICE Mortgage Technology, a division of Intercontinental …
Xactus Earns ICE Platinum Partner Status, Strengthening Role in Mortgage Technology Innovation Read More
WILMINGTON, DE — First City Credit Union has joined forces with fintech firm Quavo, Inc. to upgrade its fraud and dispute resolution services, offering critical support to members impacted by the …
First City Credit Union Enhances Fraud Support With Quavo Partnership Amid LA Fires Read More
WASHINGTON, D.C. — Stephen Ehrlich, the former CEO of cryptocurrency platform Voyager Digital, has agreed to a $2.8 million settlement with the Federal Trade Commission (FTC) to resolve allegations that …
Former Voyager Digital CEO Settles with FTC Over Misleading Consumers Read More