Fintech Labs Insights

DECEMBER 21, 2016

How did 2016 become the “most successful year to date” for wealth management platform developer, eMoney Advisor ? “This year we returned to our roots with an innovative product strategy that broadens the availability and quality of advice delivered through advisors,” O’Brien explained.

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Finovate

FEBRUARY 1, 2024

Nina Schick, Author, Generative AI Expert, Founder at Tamang Ventures Schick is an author, advisor, and keynote speaker, specializing in how technology is transforming politics and society in the 21st century. We can’t wait to feature insights and discussions from the top European fintech thought leaders. Take a look at what to expect.

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Fintech Labs Insights

DECEMBER 22, 2016

With Bespoke Custom Investing (BCI), Polly Portfolio offers financial advisors a platform that makes it easier to provide personalized financial management and investment plans. Advisors can either use their own model portfolios as a base investment strategy or select one of Polly Portfolio’s models.

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PYMNTS

NOVEMBER 30, 2020

In addition, Biden appointed Adewale Adeyemo , international economic advisor in the Obama administration, as deputy Treasury secretary. He is a senior advisor at the Center for Strategic and International Studies. The three-member council advises the president on economic policy. auto industry.

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Finovate

DECEMBER 1, 2023

The company was founded in 2014 and had raised $133 million. Cadre investor and advisor Mike Fascitelli will serve as the Global Chairman of Real Estate and Head of Cadre’s Investment Committee. The rest of the Cadre team, including Chief Investment Officer Dan Rosenbloom, will also join YieldStreet.

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Returns Advisors Legal Acquirers 59

CB Insights

MAY 3, 2017

NEA stands out as the most active investor in device startups with Versant Ventures, OrbiMed Advisors, and High-Tech … Continued. Medical device startups across the globe raised nearly $4B in equity financing in 2016, placing last year just behind the 5-year high of $4.1B

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Advisors Acquirers Finance Continuity 52

PYMNTS

AUGUST 2, 2016

The Council of Economic Advisors considers the change in the number of unbanked or underbanked to be heading in the right direction thanks to direct deposit, community development funding, and the efforts of the FinTech industry, but Bonnie Blankenship of the Cleveland Fed begs to differ. Here are the numbers: $32.5 households. households.

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PYMNTS

JUNE 17, 2020

Chris Gottschalk , senior advisor at Santander InnoVentures, who will be joining the Upgrade board, said the firm wants to support the next stage of Upgrade’s growth. Santander InnoVentures said it has invested in more than 30 FinTech companies after being established in 2014. Its previous investments in U.S.-based

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Credit Union Mobile Banking Advisors Credit Cards 52

PYMNTS

JANUARY 29, 2020

That number is down from 46 percent in 2014, according to figures by organizational consulting firm Korn Ferry. That work is also changing as technology takes accountants from number-crunchers to strategic advisors. Chief accounting officers and controllers are more likely to handle the work of accounting.

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Accounts Advisors Cost Management Consulting 57

The Fintech Times

AUGUST 8, 2024

Ellis previously served as CFO at Flywire , a global payment solutions provider, as well as CFO and advisor to BillGO , a bill pay platform and network. Founded in France, Yooz entered the market in 2014. As CFO, Ellis is responsible for overseeing the company’s financial activities and will help guide One Inc’s future direction.

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Fintech Labs Insights

AUGUST 16, 2024

Small Businesses (SMB) in July 2024 The 13 Biggest Investment Advisor Tech, Wealthtech & Investech Conferences in 2024 Related: Top 7 Conferences for Fintech & Financial Institution Developers & CTOs in 2024 Top 21 Digital Online Bill Payment & Invoicing Solutions for U.S.

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NOV Advisors Small Business FinTech 15

CB Insights

MARCH 14, 2018

A new crop of wealth tech startups, including robo-advisors Motif Investing and Wahed Invest , are creating low-account minimum, low-fee investment products aligned with investors’ social, religious, or economic values. Fintech companies focused on wealth management continue to gain popularity over traditional advisors.

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Advisors B2C On-Demand Product 53

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 Advisors Micro-Entry 77

CB Insights

DECEMBER 13, 2017

5AM Ventures and OrbiMed Advisors invested in both companies. Biggest investors: OrbiMed Advisors invested in over 25 cancer therapeutics deals worth $1.2B Founders Fund hasn’t participated since Stemcentrx ‘s $200M Series F round in May 2014. OrbiMed Advisors. over the time period. InterWest Partners.

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PYMNTS

JANUARY 30, 2017

According to a report , Hans Morris, the former Visa president turned venture capitalist, created Nyca Partners in 2014, launching a $30 million fund. The fund invested in a slew of FinTech startups, including Lending Club, SigFig and Orchard.

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FinTech Advisors B2B Innovation 60

PYMNTS

SEPTEMBER 9, 2019

Launched in 2014, Konfio raised $43 million in equity and $260 million in debt. Vostok Emerging Finance, and Victory Park Capital Advisors. So I saw an opportunity.”. It also has access to credit from Bank of Nova Scotia.

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Small Business Non-Bank Advisors Finance 49

PYMNTS

MAY 16, 2016

billion in 2014, more than tripling in fewer than five years. Despite this runaway online retail growth, Internet penetration in the country remains low, with less than 19 percent of Indians going online in 2014, according to IndiaSpend. The retail sector in the region grew by 209 percent from $4.4 billion in 2010 to $13.6

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PYMNTS

AUGUST 10, 2018

In 2014, the satellite company became one of the first providers to accept bitcoin. Late last month, Fundstrat Global Advisors announced that it had implemented BitPay, making it the first Wall Street research firm to accept bitcoin. Dish, one of the largest television providers in the U.S.,

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PYMNTS

JULY 19, 2016

The fund has invested in more than a half dozen startups since opening its doors in 2014. In May, Santander’s fund was part of an investment push, to the tune of $40 million, for SigFig, a California startup that crafts software used by robot advisors.

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FinTech Advisors Blockchain Transactions 40

PYMNTS

APRIL 10, 2020

In fact, the $17 million raised by the company since its founding in 2014 has come strictly from those physicians, not VC funding. Knowing we have access to our 300+ physician advisors and 1,000+ registered dietitians, we want to lean into their expertise and share their empirical knowledge with our audiences.

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Participant Advisors Credit Cards Consulting 96

PYMNTS

JULY 5, 2017

EU judges will make a final ruling later in 2017, but Reuters noted they typically follow the advice given by court advisors. The most recent case referred to the EU by a French court dealt with a 2014 French law making it a crime to organize illegal taxi services.

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Laws Rules Advisors Crime 43

PYMNTS

JULY 25, 2018

With a specialty in car loans, 321 Crédit has been a Cabot Square Capital company since 2014. small business lender, to White Oak Global Advisors, noted Financial Times. Cabot Square Capital, a U.K. According to a report in Financial Times , the deal was worth more than €140m. It recently sold LDF , a U.K. trillion U.S.

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CB Insights

AUGUST 17, 2017

corporate minority round, and the third to e-commerce site Snapdeal in a corporate minority round that it raised in October 2014. New York’s Tiger Global Management also participated in three of India’s top rounds: Flipkart’s $1B Series G and $700M Series H rounds in 2014, as well as its $550M Series I in 2015.

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Advisors Finance Participant Authorization 42

PYMNTS

JUNE 14, 2016

Recognizing that problem for station owner/operators, in 2014, Visa introduced the Visa Transaction Advisor (VTA) to help these retailers fight back, especially given the anticipated lag in equipping fuel pumps with EMV readers.

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Risk Transactions Advisors EMV 47

Finovate

APRIL 5, 2024

Offers an evidence-based, hybrid robo advisor that helps individuals build and manage their own investment strategy. Yoco Technologies – Founded in 2014. Won Best of Show. truID – Founded in 2017. Headquartered in Johannesburg, South Africa. Headquartered in Cape Town, South Africa.

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Fintech Labs Insights

AUGUST 24, 2015

Founded 2014. DRAFT’s mobile app targets millenials with $100,000 to $1 million to invest and are underserved by traditional financial advisors. 3) Build rapport between client and advisor. Using the in-app sharing capability, users can send results to financial advisors to hold them accountable. 10 employees.

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Advisors Underserved Risk Accounts 28

Fintech News

OCTOBER 22, 2024

Endowus is the first digital advisor in the region to span personal savings, private wealth and public pension, helping investors grow their wealth holistically, with conflict-free advice and access to institutional financial solutions at low and fair fees through a personalized digital wealth experience.

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FinTech Multi-Currency Online and Mobile Banking APACS 104

Fintech Labs Insights

DECEMBER 22, 2015

Wipit , FinovateSpring 2014. BlackRock Acquires Online Investment Advisor, FutureAdvisor. Red Zebra Analytics , FinovateEurope 2014. Toopher , FinovateFall 2014. Fidelity Investments Acquires eMoney Advisor for Reported $250 Million. eMoney Advisor , FinovateFall 2014. Urban FT , FinovateFall 2015.

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Advisors Acquirers Authentication Blockchain 15

Fintech Labs Insights

JULY 2, 2024

Lending, Mortgage & Lendtech Conference Calendar 2024 Event Location Start End Attendees* Speakers* Began Lending Con Orlando, FL 7-Aug-24 8-Aug-24 700 2021 FinovateFall NYC 9-Sep-24 11-Sep-24 2,000 150 2007 Digital Mortgage by National Mortage News San Diego 9-Sep-24 10-Sep-24 1,500 2016 Lend360 Nashville, TN 11-Sep-24 13-Sep-24 700 2014 SIBOS (..)

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NOV Advisors AI FinTech 15

PYMNTS

JANUARY 13, 2017

“It’s probably a combination of things,” Cormac Leech, a principal at private-equity firm Victory Park Capital Advisors, told Bloomberg. In a statement on Thursday (Jan. “Growth has been stronger than expected, investors are hunting for yield, and there’s a bounce-back from earlier in the year.”

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Advisors Finance Small Business Returns 40

The Fintech Times

MAY 28, 2024

Following Telecity, I rekindled my entrepreneurial pursuits, focusing on VC-backed tech ventures and leading various SaaS businesses before joining AccessPay as an advisor. I assumed the role of CEO in 2014. What’s the best thing about working in the fintech industry?

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ISO 20022 Payment APIs and Integration ISOs Finance 57

Fintech Labs Insights

JANUARY 29, 2016

. “We believe that by using technology to deliver financial services, we empower financial advisors and their clients to take control of their financial futures.” True Potential builds and markets integrated wealth management technology to financial advisors and retail clients. million private clients.”

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Advisors Reconciliation Continuity Technology 22

PYMNTS

MARCH 15, 2016

Soon after, RBS was said to have hired a group of third-party advisors to combat the allegations amid internal probes. RBS is under investigation by the U.K.’s With the launch of the RGL, it appears the scandal will carry on well into 2016, too. RGL said it hopes to bring the bank to court as soon as this year, reports added.

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Small Business Advisors Legal Laws 40

PYMNTS

AUGUST 23, 2016

The Series A round of funding, which netted the startup $29 million, was led by Bessemer Venture Partners (BVP) and also included New Enterprise Associates, Soros Fund Management, Haystack Partners, Quadrant Capital Advisors and Blue Delta Capital.

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Encryption Ransomware Advisors Cybersecurity 40

Fintech Labs Insights

JULY 5, 2016

2015 was the year that Max built its Common Application , which makes managing multiple accounts easier, their Advisor Dashboard to give advisors the ability to better work with clients on the platform, and added support for accounts from FIs including Fidelity, Goldman Sachs, and US Bank.

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Fintech Labs Insights

NOVEMBER 8, 2021

In 2014, the company changed its name and pivoted to the small business arena with an SBA loan-focused marketplace called SmartBizLoans.com. Tools: SmartBiz Advisor delivers a Loan Readiness Score to help business owners understand their financing options. the so-called payday lending space). It has maintained an excellent 4.6

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Small Business Origination NOV Advisors 15

Fintech Labs Insights

JANUARY 12, 2016

Retirement and college savings robo-advisor, FutureAdvisor , announced its first major bank partner today. acquired Simple in 2014, and partnered with Dwolla in the spring of 2015 to leverage the startup’s FiSync for real-time transfers. FutureAdvisor is not the first Finovate alum with which BBVA has formed ties.

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Advisors Acquirers Finance Innovation 21