PYMNTS

MARCH 22, 2016

Saverin is Jumio’s main creditor and is offering to pick up the firm post-bankruptcy for $22.7 That was followed by a restatement of financial reports from 2013 and 2014, which brought on a series of governmental investigations, which Jumio claims it is fully cooperating with. million in cash. million fee, court papers show.

Posting 40

Posting Advisors Facilitators Finance 40

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.

Advisors 15

Advisors Returns API Technology 15

Fintech Labs Insights

MARCH 21, 2016

” InvestGlass works like a robo-advisor for financial professionals by providing technology to help them find suitable investments for clients. Founded in 2014. In an interview with the company’s CEO, Alexandre Gaillard, we discussed the value that InvestGlass brings advisors. Company facts: Privately owned.

Advisors 17

Advisors CRM Returns Credit Cards 17

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.

Advisors 19

Advisors Risk API B2B 19

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. The post This Week in Fintech: TFT Bi-Weekly News Roundup 08/08 appeared first on The Fintech Times.

FinTech 69

FinTech Cross-Border Cross-Border Payments Credit Cards 69

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. Photo by Shelagh Murphy The post Finovate Global Nigeria: Payments, Supply Chain Financing, and a Look at our African Alums appeared first on Finovate. Won Best of Show.

Finance 64

Finance Payments Digital Currency FinTech 64

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. The post In Profile: Anish Kapoor, CEO of AccessPay appeared first on The Fintech Times.

ISO 20022 59

ISO 20022 Payment APIs and Integration ISOs Finance 59

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.

Advisors 28

Advisors Underserved Risk Accounts 28

FICO

AUGUST 9, 2016

At our FICO World conference in 2014, former White House CIO Theresa Payton said that in exercises run by the military in the US every year — where a red team playing bad guys tried to hack their way past the blue team defenders — the red team always won! The post “Humanware” Is the Weak Link in Cyber Defenses appeared first on FICO.

Cybersecurity 63

Cybersecurity Best Practices Business Continuity Advisors 63

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.

Advisors 15

Advisors Acquirers Authentication Blockchain 15

Fintech Labs Insights

DECEMBER 13, 2016

Continuing our series on wealth tech ( check out our first post highlighting top trends ), I wanted to step back and look at the industry as a whole. While there have been multiple analyses on robo advisors, little has been published regarding the broader wealth tech industry. A definition. What is wealth tech? robo advisory market.

Advisors 18

Advisors FinTech Automation Non-Bank 18

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.”

Advisors 22

Advisors Reconciliation Continuity Technology 22

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.

Advisors 21

Advisors Acquirers Finance Innovation 21

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

SEPTEMBER 30, 2015

Following this investment, Kight ( pictured right ) will join MX’s board of directors and will serve as an advisor to the company’s CEO, Ryan Caldwell. Prior to that, in November of 2014, it pulled in $20 million in seed funding. The company, which was founded in 2010, last demoed at FinovateFall 2014 in New York.

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API Advisors Checks Posting 25

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

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.

Advisors 18

Advisors Innovation Compliance Technology 18

Fintech Labs Insights

FEBRUARY 19, 2016

United Capital, which holds $15 billion in assets under management, plans to use FlexScore as a tool to help its advisors engage clients. United Capital CEO Joe Duran commented to Investment News that FlexScore fits the “missing piece” from the company’s digital suite for clients and advisors.

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Acquirers Advisors Assessments Use Case 16

Fintech Labs Insights

NOVEMBER 21, 2016

” Pictured (left to right): Kai Stinchcombe (CEO) and Claire McDonnell (COO) demonstrating the True Link Card at FinovateSpring 2014. Founded in 2013 and headquartered in San Francisco, California, True Link Financial demonstrated its True Link Card at FinovateSpring 2014. The post True Link Financial Lands $3.6

Advisors 19

Advisors Product Finance FinTech 19

Fintech Labs Insights

AUGUST 12, 2016

Robo-advisor solutions provider vaamo teamed up with one of the hottest fintech players in Germany today, neobank N26 (formerly Number26). After developing its robo-advisor platform for private investors in Germany, vaamo is seeking to bolster its B2B business model. The company has raised $3.8

Advisors 14

Advisors B2B Volume API 14

Fintech Labs Insights

SEPTEMBER 8, 2015

Why it’s a must-see: 56% of Millennials are interested in having a video chat with a bank representative by accessing a link on their bank’s website, mobile or tablet application, according to the Accenture 2014 Consumer Digital Banking Survey. Advisor Software . The post FinDEVr Preview: Linqto appeared first on Finovate.

Advisors 22

Advisors Checks Posting Consumer 22

Fintech Labs Insights

MAY 4, 2015

Tactile Finance ( Spring 2014 ). Roostify ( Spring 2014 ). million in April 2014. million in Sep 2014. The post Calling All Startups: Reinvent the Mortgage Process (Please) appeared first on Finovate. MortgageHarmony (Spring 2013 ). EyeOpen ( Europe 2013 ). Floify : Boulder, Colorado company founded in 2012.

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Process Fed P2P Advisors 29

Fintech Labs Insights

MAY 13, 2015

This post is part of our live coverage of FinovateSpring 2015. Product Launch: December 2014. 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

JULY 18, 2016

London-based PFM MoneyHub has partnered with UK financial and legal advice website Unbiased to help financial advisors put their clients “at the center of their financial world.” The tool also helps users determine which advisor is best for their needs. Founded in 2013, MoneyHub was acquired by MMI Holdings in 2014.

Finance 13

Finance Advisors Legal Facilitators 13

Fintech Labs Insights

NOVEMBER 23, 2015

PRUDENA launched its online stock market research marketplace last week, helping retail investors and independent financial advisors access the same kind of quantified stock market research that institutional money managers have used for years.

Research 15

Research Advisors Financial Analysis Economy 15

Fintech Labs Insights

JUNE 24, 2015

In an era when half of millennials are not saving for retirement, robo-advisors have entered the market to help make the task less daunting. million Series B round in May 2014. The post FutureAdvisor Grows 10x to $600+ Million Under Management appeared first on Finovate. million, including a $15.5

Advisors 24

Advisors Accounts Posting Product 24

Fintech Labs Insights

JANUARY 20, 2016

At FinovateSpring 2014, the company debuted its advisor platform ( above ) that helps advisors build, monitor and rebalance portfolios, as well as share portfolio insights with clients. The post Motif Investing Launches Recurring Transfers appeared first on Finovate.

Advisors 15

Advisors ACH Accounts Posting 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

JUNE 17, 2016

The California-based company has also promoted three current executives: Jay Shah is now CEO of Personal Capital Advisors, an RIA which is a wholly-owned subsidiary of Personal Capital (Shah will keep his role as Chief Operating Officer of the parent firm). At FinovateSpring 2014, Personal Capital launched One Click Investment Proposals.

Advisors 16

Advisors Posting 16

Fintech Labs Insights

NOVEMBER 21, 2016

“We look forward to building value for Morgan Stanley’s advisors and clients with our combined market leading technology,” Arora said. The company demoed its Tandem PFM app at FinovateAsia 2013, earning a Best of Show trophy , and was a crowd favorite a year later at the inaugural FinDEVr developers conference in 2014.

Reconciliation 15

Reconciliation Advisors Acquirers Technology 15

Fintech Labs Insights

SEPTEMBER 29, 2015

Pictured (left to right): Blooom co-founder and CEO, Chris Costello, and CTO Randy AufDerHeide demonstrating their technology at FinovateFall 2014 in New York. Founded in February 2013 and headquartered in Overland Park, Kansas, blooom made its Finovate debut at FinovateFall 2014 in San Jose, California.

Advisors 25

Advisors FinTech Security Posting 25

Fintech Labs Insights

DECEMBER 15, 2016

Above: Personal Capital’s Bill Harris (CEO) and Jim Del Favero (Chief Product Officer) demo at FinovateSpring 2014. That’s double what the company’s valuation was after its Series D funding round closed in 2014 and $200 million shy of competitors’ valuations. Personal Capital has added $1.5

Non-Bank 17

Non-Bank Advisors Accounts Product 17

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. ” Pictured: Algomi CEO Stu Taylor demonstrating Algomi’s Honeycomb technology at FinovateFall 2014 in New York. .

Advisors 14

Advisors Innovation Transactions FinTech 14

Fintech Labs Insights

AUGUST 28, 2015

Three Finovate alums received large checks this week: FutureAdvisor , one of the early robo-advisors which had raised $24 million, was acquired by Blackrock for an undisclosed sum. billion, almost a 6x increase over $410 million raised in August 2014. Tags: Investing, wealth management, advisors. million), raised big rounds.

FinTech 28

FinTech P2P Advisors Authentication 28

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. million in funding ; its most recent round was a $15 million Series B in October 2014. The company has raised $23.8

Compliance 16

Compliance Laws Advisors FinTech 16

Fintech Labs Insights

AUGUST 10, 2015

The goal is to give Envestnet more firepower as it tries to win over financial advisors who are not affiliated with the larger firms like Merrill Lynch or Morgan Stanley. The post Holy Yodlee! Envestnet was founded in 1999, and is based in Chicago Heights, Illinois.

Advisors 27

Advisors Acquirers Product Finance 27

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. At FinDEVr San Francisco 2014, Lindzon showed off the company’s API that provides financial institutions real-time data on stock market sentiment. The company counts 1.5

Advisors 16

Advisors Returns API Posting 16