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Envestnet : Acquires Harvest Savings & Wealth Technologies - Vimarsana News

Envestnet : Acquires Harvest Savings & Wealth Technologies

Message : Required fields CHICAGO, April 8, 2021 /PRNewswire/ -- Envestnet (NYSE: ENV) announced today it has acquired fintech innovator Harvest Savings & Wealth Technologies, which provides automated goals-based saving tools and wealth solutions to banks, credit unions, trust companies, and other financial institutions. "We are striving to empower intelligent, connected financial lives, creating a holistic view for investments, banking, or savings account balances. Advisors' clients expect smart and efficient digital solutions, and automated goals-based savings tools can help them create be...

Orion acquires risk management fintech - InvestmentNews - Vimarsana News

Orion acquires risk management fintech - InvestmentNews

Orion acquires risk management fintech The platform it's buying, HiddenLevers, allows advisers to perform portfolio- or security-level stress tests to measure sensitivity to macro-level risks. March 9, 2021 2 MINS Orion Advisor Solutions announced Tuesday it has acquired HiddenLevers, joining a list of wealthtechs that have snatched up smaller fintech platforms in recent weeks.  Atlanta-based HiddenLevers, founded in 2009 by bootstrappers Raj Udeshi and Praveen Ghanta, allows advisers to perform portfolio- or security-level stress tests to measure sensitivity to macro-l...