GARDEN GROVE, Calif. — Flush with a $20 million injection from ETF sponsor WisdomTree, AdvisorEngine nabbed the assets of client-adviser collaboration tool Wealthminder in the kind of mature, big money deal many say can be expected in the wealth management fintech space this year.
The announcement was timed to coincide with the annual T3 conference here where the focus of many company founders, executives and investors is tightly trained on a deal flow that is expected to build strength this year.
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