2016, Advisors and Funds Transfer

Finovate Debuts: Envestnet “Advisor Now” Offers Robo-Tools for Wealth Management

Fintech Labs Insights

APRIL 17, 2016

At FinovateEurope 2016, the company launched Advisor Now , a digital advice portal to help traditional advisors compete with robo-advisors. That one platform is what we call Advisor Now.” Used by 43,000 financial advisors to support over $800B in assets. Company facts: Founded in 1999.

Advisors

Advisors Funds Transfer Rules Consumer

Treasurers Beware: FX Risk Is Not What It Used To Be

PYMNTS

MARCH 26, 2019

In 2016, researchers at Coversy revealed the majority of U.K. A treasurer may not adopt the correct technology or platforms to address their firm’s particular FX needs, for example, or an organization may adopt technology without the expertise of an advisor.

Risk

Risk Cross-Border Cross-Border Payments Multi-Currency

FinovateEurope Sneak Peek: Envestnet

Fintech Labs Insights

JANUARY 19, 2016

Envestnet’s Advisor Now is a brandable, digital advice offering that automates the process of goal planning, portfolio selection, account opening, fund transfers, client communications and more. A look at the companies demoing live to 1,500 fintech professionals. Register today. Compete in the digital advice marketplace.

Advisors

Advisors Best Practices Funds Transfer On-Demand

Webinars

How To Drive Retail Results With Integrated Tech And UX Design

How to Select the Perfect Payments Partner: 7 Keys for Sustainable Growth

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Fintech Fundings: 23 Companies Raise $530 Million Week Ending July 8

Fintech Labs Insights

AUGUST 5, 2016

Fintech deals by size from 2 July to 8 July, 2016: Qufenqi. Tags: Consumer, advisors, traders, investing, wealth management, trading, information, analytics, reporting. Total dollars raised YTD is $17.9 billion, more than double the $8.5 billion more raised during the same period a year ago. ——-. Latest round: $449 million Series F.

Multi-Currency

Multi-Currency FinTech Funds Transfer Advisors

Fintech Fundings: 26 Companies Raise $270 Million Second Week of August

Fintech Labs Insights

SEPTEMBER 19, 2016

Fintech deals by size from 6 Aug to 12 August 2016: Interactions. Tags: Consumer, SMB, payments, funds transfer, FX, remittances. The YTD total now stands at 895, about 400 more than last year’s 484. Total dollars raised YTD is $19.9 billion, nearly double the $10.2 billion raised during the same period a year ago. ——-.

Underwriting

Underwriting FinTech P2P Advisors

Fintech Fundings: 38 Companies Raised $300 Million First Week of June

Fintech Labs Insights

JULY 12, 2016

Fintech deals by size from May 28 to 3 June, 2016: Partners Life. Funds transfers. Tags: Consumer, payments, remittancees, funds transfer, cryptocurrency. The total number of deals YTD stands at 589, 90% more than last year’s 306. Total dollars raised YTD is now $16 billion, nearly double the $8.4 Online insurance.

Underwriting

Underwriting P2P FinTech Online and Mobile Banking

Fintech Fundings: 28 Companies Raise $400 Million Week Ending May 20

Fintech Labs Insights

JUNE 16, 2016

Fintech deals by size from May 14 to 20, 2016: Clover Health. Digital investment advisor. Fund That Flip. Funds transfer service. The post Fintech Fundings: 28 Companies Raise $400 Million Week Ending May 20 appeared first on Finovate. Total dollars raised YTD is now $15.1 billion, more than twice the $7.1

Underwriting

Underwriting FinTech Debit Card Online and Mobile Banking

Fintech Fundings: 32 Companies Raise $210 Million Second Week of July

Fintech Labs Insights

AUGUST 8, 2016

Fintech deals by size from 9 July to 15 July, 2016: Blockchain Intelligence Group. Blockchain-based institutional funds transfer and settlement. Tags: Institutions, payments, funds transfer, blockchain, bitcoin, crypto-currency. Total dollars raised YTD is $18.1 billion, more than double the $8.8 Latest round: $14.4

Underwriting

Underwriting FinTech Debit Card Online and Mobile Banking

Fintech Fundings: 21 Companies Raise $460 Million Week Ending April 1

Fintech Labs Insights

APRIL 4, 2016

Here are the fintech deals by size from 26 March to 1 April 2016: Ceridian. Tags: Consumer, investing, trading, robo-advisor, porfolio management. Bluefin Payments received $6 million to expand its secure payment system. Stratumn grabbed $670,000 for its blockchain services. Human resources, payroll and health insurance platform.

Underwriting

Underwriting FinTech Online and Mobile Banking P2P

Fintech Fundings: 17 Companies Raise $4.8 Billion Week Ending April 22

Fintech Labs Insights

MAY 2, 2016

Here are the fintech deals by size from 16 April to 22 April 2016: Ant Financial. The post Fintech Fundings: 17 Companies Raise $4.8 Tags: Enterprise, investors, advisors, investing, information services, analytics. Total dollars raised YTD is now $13.6 billion, 2.5x billion raised during the same period a year ago. SocietyOne.

FinTech

FinTech Underwriting P2P Small Business

Fintech Fundings: 36 Companies Raise $480 Million Week Ending March 18

Fintech Labs Insights

MARCH 22, 2016

That’s why we love compiling the weekly funding report. And if that holds true, 2016 is going to be a banner year as total deals are double the pace of 2015—285 vs. 139 in 2015. Here are the fintech deals by size from 12 March to 18 March 2016: Future Finance. Alt-lender to students. HQ: Dublin, Ireland. StreetShares.

Underwriting

Underwriting P2P FinTech Online and Mobile Banking

Fintech Fundings: 114 Companies Raised $7.3 Billion in April

Fintech Labs Insights

MAY 19, 2016

Fintech deals by size from 23 April to 29 April 2016: Mosaic. Tags: Investors, advisors, traders, investing, data analytics, information, news. This week, 7 deals did not reveal the amount raised including Finovate alum BlueVine which added Citigroup to the $40 million round originally closed last year. ——-. million ($5.82

FinTech

FinTech Debit Card Underwriting Non-Bank

Fintech Fundings: 26 Companies Raised $530 Million Third Week of July

Fintech Labs Insights

AUGUST 11, 2016

Fintech deals by size from 16 July to 22 July, 2016: CommonBond. Tags: Consumer, payments, debit card, billpay, funds transfer, mobile, personal financial management, PFM. The total number of deals YTD stands at 818, nearly double last year’s 429. Total dollars raised YTD is $18.6 billion, double the $9.3 Source: Crunchbase.

FinTech

FinTech Underwriting Debit Card P2P

Fintech Fundings: 113 Companies Raised $1.7 Billion in May

Fintech Labs Insights

JUNE 27, 2016

Venture funding was $354 million, of which just $100,000 was debt. billion valuation, for its international funds transfer service. million to fund growth of its digital password management system. Fintech deals by size from May 21 to 27, 2016: Cotiviti. International funds transfer network.

FinTech

FinTech Advisors Underwriting Funds Transfer

Fintech Fundings: 30 Companies Raised $330 Million First Week of August

Fintech Labs Insights

SEPTEMBER 1, 2016

Fintech deals by size from 30 July to 5 August, 2016: Mosaic. Robo-advisor. Financial planning software for advisors. Tags: Consumer, advisors, wealth management, investing. The total number of deals YTD stands at 869, about 400 more than last year’s 457. Total dollars raised YTD is $19.6 billion, double the $9.8

FinTech

FinTech Online and Mobile Banking Underwriting P2P

Fintech Fundings: 26 Companies Raised $270 Million Week Ending May 6

Fintech Labs Insights

MAY 26, 2016

Azimo raised $15 million from Rakuten for its funds transfer service. ——-. Fintech deals by size from 30 April to 6 May 2016: VTS. Tags: Banks, advisors, banking, wealth management, investing. Total dollars raised YTD is now $14.3 billion, more than twice the $6.6 billion raised during the same period a year ago.

Debit Card

Debit Card Online and Mobile Banking FinTech Funds Transfer

Fintech Fundings: 35 Companies Raise $470 Million the Third Week of June

Fintech Labs Insights

JULY 20, 2016

Fintech deals by size from 11 June to 17 June, 2016: Fenqile. Payment via bank transfer (ACH). Consumer financial advisor. Tags: SMB, ACH, payments, bank transfers, merchants, point of sale (POS), checking accounts, Finovate alum. Total dollars raised YTD is now $16.8 billion, $9 billion more than the $7.8 Invoice Cycle.

P2P

P2P Underwriting FinTech Remote Deposit Capture

Fintech Fundings: 186 Companies Raised $1.6 Billion in June

Fintech Labs Insights

AUGUST 1, 2016

Fintech deals by size from 25 June to 1 July, 2016: Paycor. International funds transfers. Tags: Institutions, advisors, traders, investing, wealth management, trading. Total dollars raised YTD is now $17.4 billion, more than double the $8.4 billion more raised during the same period a year ago. ——-. HQ: Cincinnati, Ohio.

Underwriting

Underwriting FinTech Online and Mobile Banking Debit Card

Fintech Fundings: 21 Companies Raise $215 Million Week Ending Feb 19

Fintech Labs Insights

FEBRUARY 23, 2016

Here are the fintech deals by size from 13 Feb to 19 Feb 2016: StoneEagle Services (VPay). Tags: Consumer, SMB, payments, FX, funds transfers. Seven weeks into the new year, fintech companies have raised $4.7 billion in equity and debt worldwide, more than double the $2.2 billion in the same period last year. Source: Crunchbase.

FinTech

FinTech Online and Mobile Banking Underwriting Funds Transfer

Fintech Fundings: 21 Companies Raise $260 Million Week Ending Feb 5

Fintech Labs Insights

FEBRUARY 5, 2016

million for its global funds transfer app. Here are the fintech deals by size from 30 Jan to 5 Feb 2016: Credibly . Tags: Consumer, advisors, investing, trading. One Finovate alum raised new cash; London’s Revolut brought in $4.8 Just five weeks into the new year, fintech companies have raised $4.25 Quantescent.

FinTech

FinTech Bitcoin Blockchain Underwriting

Fintech Fundings: 26 Companies Raise $280 Million in 4th Week of June

Fintech Labs Insights

JULY 21, 2016

Fintech deals by size from 18 June to 24 June, 2016: Circle. Tags: Consumer, advisors, wealth management, trading, investing. Total dollars raised YTD is now $17.1 billion, $9 billion more than the $8 billion raised during the same period a year ago. ——-. Global money-movement & storage platform. Latest round: $60 million Series D.

FinTech

FinTech Underwriting P2P Online and Mobile Banking

Fintech Fundings: 38 Companies Raise $220 Million the Second Week of June

Fintech Labs Insights

JULY 14, 2016

Fintech deals by size from 4 June to 10 June, 2016: Tradeshift. Tags: Consumer, SMB, funds transfer, payments, debit, billpay. Total dollars raised YTD is now $16.2 billion, also nearly twice the $8.5 billion raised during the same period a year ago. ——-. Trading platform. Latest round: $75 million Series D. Source: Crunchbase.

Underwriting

Underwriting FinTech Online and Mobile Banking Debit Card

Payments Space

Finovate Debuts: Envestnet “Advisor Now” Offers Robo-Tools for Wealth Management

Treasurers Beware: FX Risk Is Not What It Used To Be

FinovateEurope Sneak Peek: Envestnet

Webinars

Fintech Fundings: 23 Companies Raise $530 Million Week Ending July 8

Fintech Fundings: 26 Companies Raise $270 Million Second Week of August

Fintech Fundings: 38 Companies Raised $300 Million First Week of June

Fintech Fundings: 28 Companies Raise $400 Million Week Ending May 20

Fintech Fundings: 32 Companies Raise $210 Million Second Week of July

Fintech Fundings: 21 Companies Raise $460 Million Week Ending April 1

Fintech Fundings: 17 Companies Raise $4.8 Billion Week Ending April 22

Fintech Fundings: 36 Companies Raise $480 Million Week Ending March 18

Fintech Fundings: 114 Companies Raised $7.3 Billion in April

Fintech Fundings: 26 Companies Raised $530 Million Third Week of July

Fintech Fundings: 113 Companies Raised $1.7 Billion in May

Fintech Fundings: 30 Companies Raised $330 Million First Week of August

Fintech Fundings: 26 Companies Raised $270 Million Week Ending May 6

Fintech Fundings: 35 Companies Raise $470 Million the Third Week of June

Fintech Fundings: 186 Companies Raised $1.6 Billion in June

Fintech Fundings: 21 Companies Raise $215 Million Week Ending Feb 19

Fintech Fundings: 21 Companies Raise $260 Million Week Ending Feb 5

Fintech Fundings: 26 Companies Raise $280 Million in 4th Week of June

Fintech Fundings: 38 Companies Raise $220 Million the Second Week of June

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