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. trillion U.S.

FDIC 43

FDIC Underwriting Advisors Adjustments 43

Fintech Labs Insights

MAY 24, 2016

The new client invitation element enables advisors to fill in customer data to pre-register them for an account, saving the client time and effort during the tedious onboarding process and helping to reduce abandonment. Advisors who pre-register clients receive read-only access to their balance information.

Advisors 14

Advisors FDIC Funds Transfer Cash Management 14

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.

Advisors 19

Advisors Cash Management FDIC Funds Transfer 19

Fintech Labs Insights

JANUARY 15, 2021

Rho has positioned itself for the more sophisticated business touting its $75M in deposit insurance (via a network of FDIC-insured banks), QuickBooks integration, accounts payable tools (ala Bill.com), low-cost FX and global transfers and even access to venture debt providers. Damian Kimmelman , Advisor. Joust (ZenBusiness).

FinTech 15

FinTech FDIC Consulting Advisors 15

Fintech Labs Insights

JULY 19, 2016

MaxMyInterest unveiled a new integration to make it easier for financial advisors to bring smart cash management to their clients. Leveraging forms automation and management technology from Laser App Software, advisors will be able use their own CRM systems to “pre-onboard” clients to the Max platform.

CRM 13

CRM Advisors FDIC Cash Management 13

Fintech Labs Insights

JANUARY 15, 2021

Rho has positioned itself for the more sophisticated business touting its $75M in deposit insurance (via a network of FDIC-insured banks), QuickBooks integration, accounts payable tools (ala Bill.com), low-cost FX and global transfers and even access to venture debt providers. Damian Kimmelman , Advisor. Joust (ZenBusiness).

FinTech 15

FinTech FDIC Consulting Advisors 15

Fintech Labs Insights

NOVEMBER 10, 2023

161 $323 21 Branch 357 2015 Minneapolis 222,000 $633 22 Albert 315 2015 LA 1,270,000 $176 23 Current 307 2015 NYC 856,000 $402 24 Greenlight 302 2014 Atlanta 458,000 3.8 197,000 $1,700 2 Robinhood 6080 2013 SF 17,190,000 $6,200 3 SoFi 4017 2011 SF 13,080,000 4.6 8,860 $2,300 6 Upgrade 1426 2016 SF 3,013,000 4.5

NOV 15

NOV Consumer Online and Mobile Banking Small Business 15