Advisors Database Underwriting 
Finovate
APRIL 9, 2024
Check out this year’s YC winter fintech graduates below: Asset management Powder leverages AI to help wealth advisors create sales proposals personalized for each prospective client. Rove leverages a cash-flow algorithm for underwriting to offer a no-annual-fee travel card that allows average spenders to earn a free trip each year.
Nanonets
MAY 3, 2023
This has many niche challenges under it: credit ratings, loan applications, underwriting, stock buy and sell decisions, cash flow management, and more. Rebank Rebank is a finance and legal database for companies operating in multiple countries and currencies.
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 Labs Insights
JANUARY 11, 2017
ForwardLane ( FS16 ) uses AI powered by IBM Watson to offer financial advisors access to quantitative modeling and highly personalized investment advice generally only available to ultra high net worth individuals. Kensho ( FEU14 ) introduced Warren to helps advisors perform quantitative analyses on market data. Underwriting.
Fintech Labs Insights
JUNE 6, 2016
Online financial advisor. Back-office platform for financial advisors . Tags: SMB, P2P lending, crowdfunding, commercial loans, person-to-person, credit, underwriting, investing. Latest round: $188 million Debt (for AvantCredit UK). Total raised: $1.92 billion ($654 million Equity, $1.26 billion Debt). HQ: Chicago, Illinois.
Fintech Labs Insights
APRIL 13, 2016
Tags: Consumer, investing, robo-advisor, ETFs, retirement, information, lead gen.
Fintech Labs Insights
AUGUST 8, 2016
Tags: Consumer, credit, loans, underwriting, person-to-person, P2P, investing.
Expert insights. Personalized for you.
52 
Let's personalize your content