Major Deals Landed by Envestnet, JPMorgan, InvestCloud & Broadridge wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.
What the $50 million Altruist funding means for RIA custodians investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.
Lead-Gen Developer Zoe Financial Raises $10 Million Led by Softbank, Zoe has raised cash to improve its user experience and make new hires in a competitive niche.
SoftBank Group is leading a $10 million Series A funding round in Zoe Financial, a find-an-advisor service that has now landed a total of $16.3 million in funding, according to an announcement. Through its SoftBank Opportunity Fund, the Japanese conglomerate is investing in the U.S. wealthtech arena, leading a round that saw investments from Aaron Schildkrout, a former Uber executive; Jessica Lachs, a DoorDash vice president; Chris Nakutis, a former COO at an electric scooter company; and Republic Labs, which has invested in more than 40 companies around the globe.