The capital raised will be put toward expanding its engineering headcount, as well as building out cash management and billing features.

CEO Dan Arnold said the company is focused on providing advisors with more personalization and flexibility, so they have more control over how they operate their businesses.

IRA provider Choice and Bitcoin mining and hosting firm Compass Mining announced that they’re offering an IRA that will allow miners to produce the cryptocurrency in a tax advantaged account.

FMG Suite got the jump on at least one competitor, but marketing automation and customization may ultimately prove to be bigger differentiators.

Planswell is offering a take on executive coaching, which it's calling Plancraft. The recipe may be familiar to XY Planning Network members.

Wealthfront’s newfound enthusiasm for portfolio customization means the firm is now offering Bitcoin and Ethereum trusts tracked against CoinDesk indexes.

Retail investors net bought shares worth $18.9 million in the zero-fee trading platform on its listing day, far less than the IPOs of other high-profile firms.

Dynasty Financial Partners is naming Frank Coates, a former Envestnet executive, as chief technology officer and Taylor Howard as chief digital officer.

InvestCloud is building a modular version of NaviPlan's financial planning technology, following its acquisition of Advicent earlier this year.