Tag: Retirement

Ascensus makes yet another acquisition this year, with deal for BPC

Ascensus, a retirement savings technology developer, has made its fourth acquisition of the year with deal for Benefit Planning Consultants (BPC).

Millennial retirement planning app Vantik bags €800,000 pre-seed round

Germany-based Vantik, a retirement planning platform for millennials, has closed its pre-seed round on €800,000.

Ascensus makes third acquisition of the year through Avintus deal

Ascensus, a retirement savings technology developer, has agreed to acquire third-party administration (TPA) platform Avintus, its third deal this year.

Ascensus makes second acquisition this year

Retirement savings technology developer Ascensus has agreed to acquire Chard Snyder, an employee benefit system.

Digital retirement plan Blueprint closes $2.75m seed round

Digital retirement plan company Blueprint Income has closed a $2.75m seed round, alongside the launch of its platform.

Ascensus acquires Qualified Plans to support its retirement plan offerings

Ascensus, a technology solution developer for banks and asset managers, has acquired Qualified Plans LLC.

Millennium Trust acquires InspiraFS from ADG Capital

Millennium Trust Company has acquired retirement plan recordkeeping solution provider InspiraFS from ADG Capital.

True Link Financial scores $8m in Series A led by QED

California-based True Link Financial has scored $8m in its Series A equity round led by QED Investors.

Vestwell closes $8m Series A led by F-Prime Capital

Retirement financial advisor platform Vestwell has closed an $8m Series A funding round led by F-Prime Capital Partners.

Download the free AIFinTech100 report

FREE

Download the AIFinTech100 report for 2023 with details on each solution

120,000+ FinTech leaders get exclusive industry stories delivered every week