Advisors, Bitcoin and Underwriting

What Is Fintech? Understanding the Evolution and Impact on Modern Business

Payment Savvy

SEPTEMBER 5, 2024

Furthermore, robo-advisors adopt a cheaper and more convenient attitude toward getting investment advice from a financial advisor in person. It also streamlines a range of services that businesses depend on, from loan underwriting to real estate appraisals.

FinTech

FinTech Online and Mobile Banking Payment APIs and Integration Cryptocurrency

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

Fintech Labs Insights

AUGUST 8, 2016

Bitcoin-based mPOS technology. Bitcoin exchange. Tags: Consumer, credit, loans, underwriting, person-to-person, P2P, investing. Source: Crunchbase. Platform for investing in early-stage startups. Latest round: $14.4 million Debt. Total raised previously: Unknown. HQ: New York City. Source: Crunchbase. OK Car Insurance.

Underwriting

Underwriting FinTech Debit Card Online and Mobile Banking

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

Fintech Labs Insights

AUGUST 5, 2016

Bitcoin exhange & wallet. Stealth bitcoin payments . Tags: Consumer, advisors, traders, investing, wealth management, trading, information, analytics, reporting. Total raised: $36.6 HQ: Mumbai, India. Source: FT Partners. Latest round: $10.5 Total raised: $117.2 HQ: San Francisco, California. Source: Crunchbase.

Multi-Currency

Multi-Currency FinTech Funds Transfer Advisors

Webinars

7 Essential Criteria for Choosing the Right Payments Partner

MORE WEBINARS

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

Fintech Labs Insights

APRIL 4, 2016

Smartphone based alt-credit & underwriting for underbanked. Bitcoin exchange and remittance platform. Tags: SMB, consumer, insurance, mobile, underwriting. Consumer online investment platform. Latest round: $100 million Series E ($700 million valuation). Total raised: $205 million. HQ: New York City. Source: Finovate.

Underwriting

Underwriting FinTech Online and Mobile Banking Payroll

Fintech Fundings: 30 Companies Raise $390 Million Week Ending May 13

Fintech Labs Insights

JUNE 6, 2016

Online financial advisor. Back-office platform for financial advisors . Tags: SMB, investors, commercial mortgage, P2P lending, credit, underwriting, real estate. Latest round: $188 million Debt (for AvantCredit UK). Total raised: $1.92 billion ($654 million Equity, $1.26 billion Debt). HQ: Chicago, Illinois. Bridge2Solutions.

Online and Mobile Banking

Online and Mobile Banking Debit Card FinTech Underwriting

Fintech Fundings: 29 Companies Raise $1.2 Billion Week Ending April 8

Fintech Labs Insights

APRIL 13, 2016

Bitcoin payments. Tags: Consumer, payments, crypt-currency, bitcoin,, blockchain. Here are the fintech deals by size from 2 April to 8 April 2016: Home Link (Lianjia). Online & offline real estate broker. Latest round: $926 million Series B. Total raised: Unkown. Source: Crunchbase. Bright Health. Consumer health insurance plans.

Online and Mobile Banking

Online and Mobile Banking FinTech Advisors Underwriting

Fintech Fundings: 18 Companies Raise $210 Million Week Ending Sep 10

Fintech Labs Insights

SEPTEMBER 10, 2015

Bitcoin wallet (hardware). Online mortgage advisor. Tags: Bitcoin, blockchain, analytics, cryptocurrency, FinDEVr alum. Total raised: $196 million ($150 million debt, $46 million equity). Source: Crunchbase. Enterprise blockchain technology. HQ: San Francisco, California. Latest round: $30 million Series B. Total raised: $43.7

FinTech

FinTech P2P Bitcoin Online and Mobile Banking

Fintech Fundings: 22 Companies Raise $300 Million Plus 2 IPOs Raise $5.9 Billion

Fintech Labs Insights

OCTOBER 19, 2015

Bitcoin compliance solutions. Alternative loan underwriting models. Tags: Enterprise, underwriting, credit, lending, analytics, API, Life.SREDA (investor). Latest round: $135 million at $1 billion valuation. Total raised: $600 million. Source: Finovate. Secure messaging for financial services. HQ: Palo Alto, California.

FinTech

FinTech Underwriting Debit Card Blockchain

Fintech Fundings: 25 Companies Raise $810 Million Week Ending Nov 20

Fintech Labs Insights

NOVEMBER 23, 2015

Wealth management system for advisors. Bitcoin-based international payroll . Tags: Advisors, investing, asset management, robo-advisor. Source: Crunchbase. Financing online consumer purchases. Latest round: $101 million ($1 million equity, $100 million debt). Total raised: $101 million (includes $100 million debt).

NOV

NOV Debit Card FinTech Online and Mobile Banking

Fintech Fundings: 30 Companies Raise $100 Million Week Ending Dec 11

Fintech Labs Insights

DECEMBER 14, 2015

Wealth-management platform for financial advisors. Bitcoin payments. Tags: Insurance, analytics, big data, underwriting, Startupbootcamp (accelerator). Source: Crunchbase. GroundFloor. Real estate lending marketplace. Latest round: $5 million Series A. Total raised: $6 million. HQ: Atlanta, Georgia. Source: Crunchbase.

FinTech

FinTech Underwriting P2P Advisors

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

Fintech Labs Insights

SEPTEMBER 19, 2016

Tags: Investors, advisors, P2P lending, investing.

Underwriting

Underwriting FinTech P2P Advisors

Fintech Fundings: 24 Companies Raise $560 Million Week Ending Jan 8

Fintech Labs Insights

JANUARY 13, 2016

Bitcoin mining hardware. Tags: SMB, loans, credit, peer-to-peer, underwriting, crowdfunding, investing. Total raised: $319.7 million ($44.7 million Equity, $275 million Debt). HQ: New York City. Source: Crunchbase. Dutch person-to-person SMB lender . Latest round: $100 million Debt. Total raised: Unknown. HQ: Netherlands. Direct Match.

Underwriting

Underwriting P2P Online and Mobile Banking FinTech

Fintech Fundings: 22 Companies Raise $590 Million Week Ending Oct 9

Fintech Labs Insights

OCTOBER 9, 2015

Consumer credit underwriting. Marketplace for financial advisors and other professional services. Tags: Consumer, payments, bitcoin, cryptocurrency, blockchain, currency exchange, remittances, P2P, Santander (investor), Finovate alum. Source: Crunchbase. ZestFinance. HQ: Los Angeles, California. Latest round: $150 million Debt.

FinTech

FinTech Online and Mobile Banking P2P Underwriting

Fintech Fundings: 114 Companies Raised $7.3 Billion in April

Fintech Labs Insights

MAY 19, 2016

Japanese Bitcoin exchange. Mexican Bitcoin exchange. Tags: Consumer, lending, credit, underwriting, discovery, quotes, lead gen. Marketplace lender for residential solor projects. Latest round: $200 million Private Equity. Total raised: $224.9 HQ: Oakland, California. Source: Crunchbase. Digital banking company. million ($5.82

FinTech

FinTech Debit Card Underwriting Non-Bank

Fintech Fundings: 13 Companies Raise $900 Million Week Ending Nov 12

Fintech Labs Insights

NOVEMBER 12, 2015

Bitcoin exchange. Tags: Consumer, SMB, bitcoin, cryptocurrency, exchange, payments. Source: Crunchbase. Investment advisory for small savers. Latest round: $17.2 Total raised: $40 million. HQ: Milan, Italy. Source: Crunchbase. Mobile payments for mcommerce companies. Latest round: $17 million Post-IPO equity. Total raised: Unknown.

NOV

NOV Online and Mobile Banking FinTech ATM

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

Fintech Labs Insights

JULY 12, 2016

Tags: Consumer, advisors, investing, trading, ETFs, wealth management.

Underwriting

Underwriting P2P FinTech Online and Mobile Banking

Fintech Fundings: 17 Companies Raised $580 Million Week Ending July 31

Fintech Labs Insights

JULY 31, 2015

Automated stock trading advisor. Tags: Bitcoin, crypto, blockchain, R&D. Latest round: $120 million Series E (of rumored $150 million at $875 million valuation). Total raised: $585 million ($357 million debt, $228 million equity). Source: Finovate. Cloud communications . HQ: San Francisco, California. billion valuation).

FinTech

FinTech Underwriting Debit Card Small Business

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

Fintech Labs Insights

MARCH 22, 2016

Tags: Consumers, advisors, financial institutions, data, analytics, investing, trading.

Underwriting

Underwriting P2P FinTech Online and Mobile Banking

Analyzing The Private Market Investment Strategies of P&C Insurers

CB Insights

JULY 16, 2017

Nationwide’s first investment went to Blooom , a 401k robo-advisor. Stated investment focus: Underserved risk markets, innovative approaches to risk underwriting, financial technology with application to risk underwriting. XL Innovate. Number of investments: 7. Lemonade has raised $60M in total disclosed funding.

Underwriting

Underwriting Cybersecurity Risk Innovation

Analyzing The Private Market Investment Strategies of P&C Insurers

CB Insights

DECEMBER 5, 2017

Slice Labs had earlier entered into an underwriting partnership with Munich Re Digital Partners. USAA has made the greatest number of investments in fintech, where its portfolio companies include bitcoin and ethereum marketplace Coinbase , robo-advisor Personal Capital , and marketplace lender Prosper. Ping An/Ping An Ventures.

Underwriting

Underwriting Cybersecurity Innovation Risk

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

Fintech Labs Insights

SEPTEMBER 1, 2016

Bitcoin point-of-sale solutions. Robo-advisor. Financial planning software for advisors. Tags: Institutions, blockchain, payments, bitcoin. Fintech deals by size from 30 July to 5 August, 2016: Mosaic. Lender for solar energy installations. Latest round: $220 million Private Equity. Total raised: $245 million. QuickGifts.

FinTech

FinTech Online and Mobile Banking Underwriting P2P

Fintech Fundings: 23 Companies Raise $2.7 Billion Week Ending Jan 22

Fintech Labs Insights

JANUARY 22, 2016

Investment management platform for advisors. Tags: SMB, deals, investing, investment banking, advisors, Peter Thiel (investor). Latest round: $1.22 Billion Series B (at $18.5 billion valuation). Total raised: $1.7 HQ: Shanghai, China. Source: Crunchbase , Crowdfund Insider. JD Finance. Latest round: $1 billion at $7.1 Digital Asset.

FinTech

FinTech Underwriting Advisors Finance

Fintech Fundings: 39 Companies Raise $930 Million Week Ending April 15

Fintech Labs Insights

APRIL 25, 2016

Tags: Consumer, lending, credit, underwriting.

Underwriting

Underwriting P2P FinTech Online and Mobile Banking

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

Fintech Labs Insights

FEBRUARY 5, 2016

Tags:SMB, consumer, enterprise, blockchain, cryptocurrency, security, ledger, bitcoin. Credit card acquiring for bitcoin exchanges & wallets. Bitcoin Group. Tags: Consumer, credit, mortgage, underwriting, loans, lending, peer-to-peer, marketplace, crowdfunding, property. Source: Crunchbase. Total raised: $56.1

FinTech

FinTech Bitcoin Blockchain Underwriting

Fintech Fundings: 113 Companies Raised $1.7 Billion in May

Fintech Labs Insights

JUNE 27, 2016

Tags: Consumer, advisors, investing, commercial loans.

FinTech

FinTech Advisors Underwriting Funds Transfer

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

Fintech Labs Insights

JULY 20, 2016

Tags: Consumer, advisors, investing, VC.

P2P

P2P Underwriting FinTech Remote Deposit Capture

Fintech Fundings: 21 Companies Raise $260 Million Week Ending Feb 12

Fintech Labs Insights

FEBRUARY 15, 2016

Underwrites & guarantees high-risk credit card transactions . Digital investment advisor. Online mortgage advisor. Chilean bitcoin exchange. Tags: Consumer, SMB, loans, credit, lending, underwriting. Financing for renewable energy and conservation projects. Latest round: $70 million Series D. Maestro Health.

FinTech

FinTech Payment APIs and Integration Online and Mobile Banking Underwriting

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

Fintech Labs Insights

JULY 21, 2016

Bitcoin exchange. Tags: Consumer, lending, underwriting, alt-lending, loans, personal financial management, P2P, person-to-person. Global money-movement & storage platform. Latest round: $60 million Series D. Total raised: $136 million. HQ: Dublin, Ireland. Source: Crunchbase. Account aggregation APIs. Total raised: $59.3

FinTech

FinTech Underwriting P2P Online and Mobile Banking

Fintech Fundings: 22 Companies Raise $160 Million Week Ending March 11

Fintech Labs Insights

MARCH 14, 2016

Tags: Consumers, advisors, trading, investment, research, information, Finovate alum.

FinTech

FinTech Debit Card Underwriting Point-of-Sale (POS)

Fintech Fundings: 20 Companies Raise $175 Million Week Ending Nov 6

Fintech Labs Insights

NOVEMBER 9, 2015

Bitcoin trading community. Bitcoin debit card (e-coin). Tags: Blockchain, bitcoin, cryptocurrency, enterprise. Source: FT Partners. FactorTrust. Alternative credit bureau. Latest round: $42 million. Total raised: $42 million. HQ: Atlanta, Georgia. Source: Crunchbase. Expansion Capital Group. Small business alt-lender.

NOV

NOV FinTech Debit Card Bitcoin

A First Look at What’s Coming to the FinDEVr Stage this October

Fintech Labs Insights

JULY 22, 2015

Advisor Software will provide an overview of its wealth management cloud platform – an end-to-end suite of APIs, apps and widgets that power digital investment advice and financial planning applications. Blockcypher will explain how Bitcoin and block chains enable programmable money. It embraced Bitcoin and Ripple two years ago.

Payment APIs and Integration

Payment APIs and Integration Online and Mobile Banking API Non-Bank

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

Fintech Labs Insights

MAY 26, 2016

Tags: Healthcare providers, payments, credit, short-term loans, payments plans, underwriting.

Debit Card

Debit Card Online and Mobile Banking FinTech Funds Transfer

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

Fintech Labs Insights

FEBRUARY 23, 2016

Tags: Consumer, SMB, loans, credit, lending, underwriting.

FinTech

FinTech Online and Mobile Banking Underwriting Funds Transfer

Fintech Fundings: 29 Companies Raise $75 Million Week Ending March 3

Fintech Labs Insights

MARCH 8, 2016

Robo-advisor software for financial institutions. Robo-advisor software for financial institutions. Tags: Consumers, SMB, dental practice, financing, lending, loans, underwriting. Source: Crunchbase. InstaPartners. Receivables financing platform. Latest round: $8.7 million Seed. Total raised: $8.7 HQ: Milano, Italy.

Underwriting

Underwriting FinTech Accreditation P2P

Payments Space

What Is Fintech? Understanding the Evolution and Impact on Modern Business

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

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

Webinars

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

Fintech Fundings: 30 Companies Raise $390 Million Week Ending May 13

Fintech Fundings: 29 Companies Raise $1.2 Billion Week Ending April 8

Fintech Fundings: 18 Companies Raise $210 Million Week Ending Sep 10

Fintech Fundings: 22 Companies Raise $300 Million Plus 2 IPOs Raise $5.9 Billion

Fintech Fundings: 25 Companies Raise $810 Million Week Ending Nov 20

Fintech Fundings: 30 Companies Raise $100 Million Week Ending Dec 11

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

Fintech Fundings: 24 Companies Raise $560 Million Week Ending Jan 8

Fintech Fundings: 22 Companies Raise $590 Million Week Ending Oct 9

Fintech Fundings: 114 Companies Raised $7.3 Billion in April

Fintech Fundings: 13 Companies Raise $900 Million Week Ending Nov 12

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

Fintech Fundings: 17 Companies Raised $580 Million Week Ending July 31

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

Analyzing The Private Market Investment Strategies of P&C Insurers

Analyzing The Private Market Investment Strategies of P&C Insurers

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

Fintech Fundings: 23 Companies Raise $2.7 Billion Week Ending Jan 22

Fintech Fundings: 39 Companies Raise $930 Million Week Ending April 15

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

Fintech Fundings: 113 Companies Raised $1.7 Billion in May

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

Fintech Fundings: 21 Companies Raise $260 Million Week Ending Feb 12

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

Fintech Fundings: 22 Companies Raise $160 Million Week Ending March 11

Fintech Fundings: 20 Companies Raise $175 Million Week Ending Nov 6

A First Look at What’s Coming to the FinDEVr Stage this October

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

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

Fintech Fundings: 29 Companies Raise $75 Million Week Ending March 3

Stay Connected