Fintech News

JUNE 3, 2024

Founded by the cofounders of Decide.com (acquired by eBay), Iterative differentiates itself with partners, mentors, advisors, and investors who have all previously started, sold, and operated startups. Indonesia’s fintech landscape is booming.

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FinTech Boot Camp Participant Online and Mobile Banking 116

Fintech Labs Insights

DECEMBER 22, 2015

Q2 (formerly Q2ebanking), FinovateSpring 2011. BlackRock Acquires Online Investment Advisor, FutureAdvisor. Authentify , FinovateFall 2011. Ready for Zero , FinovateFall 2011. Fidelity Investments Acquires eMoney Advisor for Reported $250 Million. eMoney Advisor , FinovateFall 2014. FIS to Acquire Sungard.

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Advisors Acquirers Authentication Blockchain 15

Fintech Labs Insights

SEPTEMBER 30, 2016

eMoney Advisor won the Client Portals and Innovation – Platform categories, and Betterment for Business won the 401(k) Retirement Plan Support Services Technology category. More than 37,000 financial professionals use the eMoney Advisor platform to manage more than $1.7 eMoney Advisor was founded by Edmond Walters in 2000.

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Advisors Innovation Compliance Technology 18

Fintech Labs Insights

MAY 13, 2015

This post is part of our live coverage of FinovateSpring 2015. Founded: November 2011. The post FundAmerica Presents its SaaS Compliance Platform for Crowdfunders appeared first on Finovate. FundAmerica is up next. The company is demonstrating its SaaS compliance solution for emerging crowdfunders. HQ: Las Vegas, Nevada.

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Compliance Regs AML Advisors 22

Fintech Labs Insights

NOVEMBER 10, 2023

Leading Digital Consumer Banks (United States)* ranked by our FAB score (Fintech Attention Barometer**) Company FAB Score** Founded HQ Web Visits (Oct ’23) TrustPilot Score TrustPilot Reviews Funding ($M) 1 Wise (Transferwise) 10581 2011 London 38,100,000 4.2 The post Top 63 Online Digital Banks for U.S.

NOV 15

NOV Consumer Online and Mobile Banking Small Business 15

Fintech Labs Insights

MAY 16, 2017

But unlike many roboadvisors, clients of SoFi Wealth will have phone and/or chat access to human financial advisors. SoFi believes that keeping human advisors as part of the overall investment picture is a plus for investors, especially the younger professionals that are a significant part of the company’s user base.

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Advisors Authentication Origination Automation 19

Fintech Labs Insights

NOVEMBER 14, 2016

based digital wealth advisor. Since launching in 2011, Nutmeg has delivered returns between 6.5% The post Nutmeg Spices Things Up with New $37 Million Investment appeared first on Finovate. The new investment brings the company’s total funding to $75 million and makes it the largest raise for an E.U.-based

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Advisors Returns Participant FinTech 18

Fintech Labs Insights

MAY 17, 2016

” The investment comes as UBS continues its shift in focus toward wealth management , and includes the building of a joint Advisor Technology Research and Innovation Lab to facilitate collaboration between UBS financial professionals and SigFig’s technologists. The account minimum is $2,000.

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Advisors Facilitators Innovation Acquirers 14

Fintech Labs Insights

JULY 6, 2016

Rosen served as an advisor to the company since 2013 and is taking the seat of Howard Lindzon who founded StockTwits in 2008. In addition to its FinDEVr presentation, StockTwits has also presented at FinovateEurope 2011 where it debuted its blog network and StockTwits Connect. The company counts 1.5

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Advisors Returns API Posting 16

Fintech Labs Insights

MAY 4, 2015

The post Calling All Startups: Reinvent the Mortgage Process (Please) appeared first on Finovate. Tactile Finance ( Spring 2014 ). Roostify ( Spring 2014 ). MortgageHarmony (Spring 2013 ). EyeOpen ( Europe 2013 ). Sindeo : Raised $5 million Series A in Feb 2015.

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Process Fed P2P Advisors 29

Fintech Labs Insights

MARCH 30, 2016

Betterment , one of the largest robo-advisors in the U.S., ” Pictured (left to right): Betterment CEO Jon Stein and COO Eli Broverman demonstrating the Multiple Goals feature of the Betterment platform at FinovateFall 2011. Come for the $100 million Series E. Stay for the $700 million valuation.

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Advisors Accounts Participant Innovation 15

Fintech Labs Insights

MARCH 14, 2016

Tom Glocer, managing partner of Angelic Ventures and former CEO of Thomson Reuters (2008 through 2011), will work with fintech innovator, Algomi as a strategic advisor. Edelstein had served the company as Strategic Advisor for the past two years, and is the current chairman of REDI Holdings.

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Advisors Innovation Transactions FinTech 14

Fintech Labs Insights

JUNE 6, 2016

Meisner called it a “rare opportunity” and arrives at the company after serving as chief counsel and CCO for Boston-area alternative investors, RA Capital Management and Regiment Capital Advisors. The post Quantopian Adds Chief Investment, Compliance Officers Ahead of Opening Fund to Public appeared first on Finovate.

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Compliance Laws Advisors FinTech 16

Fintech Labs Insights

DECEMBER 14, 2015

On making the finals last month, WealthForge chief strategy officer and co-founder Mat Dellorso focused on how his company could help firms like UBS add “significant scalability to (its) network of financial advisors and investment banking professionals.”

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Finance Advisors On-Demand Regulations 14

CB Insights

APRIL 17, 2018

In 2011, Brian was promoted to Partner of Founders Fund where he still invests today. Jeff began his post-graduate career as a Management Consultant with The Boston Consulting Group. In 2011, Jeff parted ways with OpenTable after successfully taking the company public in 2009. Current Firm: Founders Fund. JEFF JORDAN.

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Acquirers Online and Mobile Banking Consulting Technology 71

Fintech Review

MARCH 5, 2024

The Core Impact of AI and ML on the Development of Fintech Photo by Dan Cristian Pădureț on Pexels.com Robo-Advisors Robo-advisors have changed significantly since the introduction of KaChing (now known as Wealthfront) in 2008. But where have AI and ML made the greatest impact in Fintech?

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AI FinTech Advisors On-Demand 105

Fintech Labs Insights

MAY 28, 2015

Founded in 2011 and headquartered in Bristol, United Kingdom, MoneyHub provides a free version of its service (via its YourWealth solution), as well as advanced versions for professional advisor firms, accountants, mortgage professionals, financial advisors, and larger financial organizations that want to use the technology with their own clients.

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Advisors Acquirers Finance Accounts 24

PYMNTS

OCTOBER 1, 2018

Both the Securities and Exchange Commission (SEC) and the Department of Justice (DOJ) have officially ended a two-year investigation of LendingClub, its subsidiary LC Advisors (LCA), its founder and former CEO Renaud Laplanche and its former CFO Carrie Dolan. On Friday (Sept. The SEC Finding. lending marketplace.

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P2P Origination Underwriting Returns 54

CB Insights

SEPTEMBER 10, 2019

But legacy institutions are fighting back, cherry-picking the best financial innovations that their younger competitors develop — investment robo-advisors, AI-based budgeting, and expense monitoring — and incorporating them into their services. Investing: Robo-advisors and micro-investing lower barriers to entry.

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Finance Online and Mobile Banking Micro-Entry Advisors 77

CB Insights

MAY 23, 2019

Actress Jessica Alba founded The Honest Company in 2011 to offer consumers healthy, natural alternatives to heavily processed household goods such as cleansers and toiletries. Following the publication of Kim’s post, investors began investigating Choi and his company — and soon the FBI joined them. Total Funding: $490M.

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Online and Mobile Banking Wire Wires Push-to-Card 78

Fintech Labs Insights

JULY 14, 2016

Founded in 2008, Betterment was one of the first online wealth management services to launch, entering into the industry well before the first fintech nerd uttered the word robo-advisor. At FinovateFall 2011, Betterment CEO Jon Stein launched the company’s Multiple Goals feature.

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Advisors CRM FinTech Accounts 15

CB Insights

OCTOBER 6, 2017

Dai Jia-peng told the South China Morning Post that “highly automated manufacturing is still an ideal,” since ever-changing consumer demands require highly flexible manufacturing robots that are able to adapt rapidly to design and manufacturing changes. Neato will continue selling its products in the United States post-acquisition.

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AI Risk Automation On-Demand 69

Fintech Labs Insights

JULY 12, 2016

This development is part of Xero’s efforts to make things simpler and more efficient for small business owners and their advisors. At FinovateSpring 2011 , CEO Rod Drury debuted the company’s Business Identification solution. The direct feeds do not import historical transactions.

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Small Business Advisors Cash Management Accounts 16

Fintech Labs Insights

AUGUST 5, 2016

Founded in 1996 and headquartered in Mountain View, California, Google demonstrated its Google Advisor technology at FinovateFall 2011. ” The post Dashlane and Google Partner to Improve Online Security via Open YOLO appeared first on Finovate.

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Security Authentication Advisors On-Demand 18

CB Insights

JULY 19, 2017

This post is broken up into sections. Products from these labs include HeartSense and AkTrac (“wellness apps for activity detection and physiological sensing using mobile phones and wearables”), a mobile phone digital stethoscope, and RehabBox, a “Kinect-based telerehab system for post stroke patients.”. Founded: 2011.

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Innovation Online and Mobile Banking Research Technology 74

Fintech Labs Insights

MAY 24, 2016

” Company facts: Founded in 2011. Guidance is about proactively identifying potential issues and opportunities, providing meaningful advice that the customer can act on – much like a well-trained and highly qualified banker or financial advisor would do. Headquartered in Tel Aviv, Israel. Total funding of $17 million.

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Online and Mobile Banking Best Practices Fraud Detection Transactions 14

Fintech Labs Insights

FEBRUARY 23, 2017

Equifax ( FF 2011 demo ). Mortgagebot (acquired by D+H in 2011) ( FF 2010 demo ). ” Linda Schicktanz, Chief Advisor of CK Mack*: “If there is one area ripe for fintech innovation, it’s real estate investing. The post Why PropTech and MortgageTech Are the Future of Fintech appeared first on Finovate.

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FinTech Facilitators Process Advisors 28

CB Insights

MAY 15, 2019

Key people: Jennifer Tescher, Founder and CEO of CFSI; Ryan Falvey, Senior Advisor & Former Managing Director at CFSI. Founded: 2011. Key people: Carla Harris, Vice Chairman, Global Wealth Management, & Senior Client Advisor. The post 37 Corporate Innovation Labs In Finance appeared first on CB Insights Research.

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Innovation Finance Online and Mobile Banking Blockchain 78

CB Insights

SEPTEMBER 4, 2019

US health clubs have already rushed to capitalize on millennials’ devotion to self-improvement, with the volume of US health clubs increasing by 20% between 2011 and 2015. Millennial adoption has also fueled the growth of robo-investment advisors like Betterment ($16.4B There are a couple of problems with this narrative.

Online and Mobile Banking 78

Online and Mobile Banking On-Demand Product Consumer 78

Fintech Labs Insights

APRIL 18, 2016

Sliced Investing : Sliced provides technology to help financial advisors deploy to alternatives. FutureAdvisor (exited): Robo-advisor. The post The 85 Fintech Graduates of Y Combinator (YC): 2005 to 2016 appeared first on Finovate. . ——— Table: YC Fintech Companies by Year. Total Companies.

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FinTech Online and Mobile Banking Small Business Debit Card 18