Wharton Fintech

AUGUST 21, 2023

When we first started talking about this, you know, in 2016, and the need for portfolio diversification, you got a lot of blank stares; most people were still of the school that 60/40 is what you do, meaning 60% public equities / 40% public bonds. There’s what we refer to as the not yet accredited investor.

Accreditation 52

Accreditation Returns Regs Origination 52

PYMNTS

MAY 15, 2018

-based organization hopes to get ahead of that curve by offering a new accreditation program designed to boost data security and access in the healthcare industry. EHNAC said it will soon assemble a 10-to-15 person steering committee to guide the new accreditation program. For instance, a U.S.

Accreditation 43

Accreditation Best Practices Interoperability Privacy 43

Fintech Labs Insights

JUNE 9, 2016

10,000+ accredited investors from 15+ countries. Atish Davda (CEO & Founder) and Ketan Bhalla (Product Lead) launching EquityZen Institutional at FinovateSpring 2016 in San Jose. EquityZen’s platform offers these investment opportunities to accredited investors and qualified purchasers. Headquartered in New York, NY.

Accreditation 17

Accreditation Advisors Transactions Regulations 17

CB Insights

MAY 8, 2018

In some cases, pre-sales offer discounted tokens to early investors (accredited and unaccredited). In still other cases, accredited investors buy tokens via cryptocurrency purchase agreements. On the other, they shift risk onto accredited and venture investors, a good thing for consumers and regulators.

Blockchain 75

Blockchain Technology Cryptocurrency Use Case 75

Fintech Labs Insights

MARCH 8, 2016

Nine weeks into 2016, the total raised is $5.4 Here are the fintech deals by size from 27 Feb to 4 Mar 2016: iAngels. Tags:Consumers, SMB, accredited investors, equity investing, startups. Robo-advisor software for financial institutions. Tags: Consumers, SMB, accredited investors, equity investing, startups.

Underwriting 18

Underwriting FinTech Accreditation P2P 18