Advisors, Funds Transfer and Posting

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. Based in Chicago, IL.

Advisors

Advisors Funds Transfer Rules Consumer

MaxMyInterest Launches Client Invitation Feature

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

Advisors FDIC Funds Transfer Cash Management

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. The post FinovateEurope Sneak Peek: Envestnet appeared first on Finovate. Register today.

Advisors

Advisors Best Practices Funds Transfer On-Demand

Webinars

From Start to Scale: Driving Growth Through Seamless Payments Implementation

MORE WEBINARS

MaxMyInterest Unveils Laser App Integration to Speed Onboarding

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.

Advisors

Advisors CRM FDIC Cash Management

MaxMyInterest Celebrates Third Anniversary with Support for TD Bank

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

Advisors Cash Management FDIC Funds Transfer

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

Fintech Labs Insights

JULY 12, 2016

Funds transfers. The post Fintech Fundings: 38 Companies Raised $300 Million First Week of June appeared first on Finovate. Tags: Consumer, payments, remittancees, funds transfer, cryptocurrency. Total raised: $4.8 HQ: London, England, UK. Source: Crunchbase. Smartkarma. Latest round: $4.7 HQ: Singapore.

Underwriting

Underwriting P2P FinTech Online and Mobile Banking

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

Fintech Labs Insights

SEPTEMBER 19, 2016

The post Fintech Fundings: 26 Companies Raise $270 Million Second Week of August appeared first on Finovate. Tags: Consumer, SMB, payments, funds transfer, FX, remittances. Source: FinDevR. Wealth management. Latest round: $12 million Series A. Total raised: $16.5 HQ: Shenzen, China. Source: Crunchbase. ComparaOnline.

Underwriting

Underwriting FinTech P2P Advisors

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

Fintech Labs Insights

JUNE 16, 2016

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. Tags: Consumer, P2P payments, remittances, funds transfers. Latest round: $75 million Series E ($500 million valuation).

Underwriting

Underwriting FinTech Debit Card Online and Mobile Banking

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

Fintech Labs Insights

NOVEMBER 23, 2015

Global funds transfer service for businesses. Wealth management system for advisors. The post Fintech Fundings: 25 Companies Raise $810 Million Week Ending Nov 20 appeared first on Finovate. Tags: Advisors, investing, asset management, robo-advisor. HQ: Sydney, Australia. Source: Crunchbase.

NOV

NOV Debit Card Online and Mobile Banking FinTech

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

Fintech Labs Insights

FEBRUARY 23, 2016

The post Fintech Fundings: 21 Companies Raise $215 Million Week Ending Feb 19 appeared first on Finovate. Tags: Consumer, SMB, payments, FX, funds transfers. Source: Crunchbase. Wealth management platform. Latest round: $15 million Private Equity. Total raised: $21.2 HQ: San Rafael, California. Source: Crunchbase.

FinTech

FinTech Online and Mobile Banking Underwriting Funds Transfer

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

Fintech Labs Insights

SEPTEMBER 1, 2016

Robo-advisor. Financial planning software for advisors. The post Fintech Fundings: 30 Companies Raised $330 Million First Week of August appeared first on Finovate. Tags: Consumer, advisors, wealth management, investing. Total raised: $2.16 HQ: Palo Alto, California. Source: Crunchbase. Latest round: $1.3

FinTech

FinTech Online and Mobile Banking Underwriting P2P

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

Fintech Labs Insights

MAY 2, 2016

The post Fintech Fundings: 17 Companies Raise $4.8 Tags: Enterprise, investors, advisors, investing, information services, analytics. Online payment services division of Alipay. Latest round: $4.5 billion Series B. Total raised: $4.5 HQ: Hangzhou, China. Source: Crunchbase. SocietyOne. P2P lending platform. Total raised: $158.5

Underwriting

Underwriting FinTech P2P Small Business

Fintech Fundings: 114 Companies Raised $7.3 Billion in April

Fintech Labs Insights

MAY 19, 2016

The post Fintech Fundings: 114 Companies Raised $7.3 Tags: Investors, advisors, traders, investing, data analytics, information, news. International payments service. Latest round: $38.5 million Series C. Total raised: $61.5 HQ: Seattle, Washington. Source: Crunchbase. Japanese Bitcoin exchange. Total raised: $34.4 million ($5.82

FinTech

FinTech Debit Card Underwriting Non-Bank

Announced at Singapore FinTech Festival 2024: New Partnerships, Product Launches and Appointments

The Fintech Times

NOVEMBER 6, 2024

It aims to enable more efficient funds transfer via Purpose Bound Money (PBM) when inbound tourists use Alipay+ payment partner apps for payments at GrabPay merchants in Singapore. ” The post Announced at Singapore FinTech Festival 2024: New Partnerships, Product Launches and Appointments appeared first on The Fintech Times.

Product

Product Cross-Border FinTech Cross-Border Payments

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

Fintech Labs Insights

JULY 21, 2016

The post Fintech Fundings: 26 Companies Raise $280 Million in 4th Week of June appeared first on Finovate. Tags: Consumer, advisors, wealth management, trading, investing. Gift card payment network. Latest round: $7.92 million Seed. Total raised: $7.92 HQ: Berlin, Germany. Source: Crunchbase. Digital Asset Holdings.

FinTech

FinTech Underwriting P2P Online and Mobile Banking

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. International funds transfer network. Tags: Consumer, advisors, investing, commercial loans.

FinTech

FinTech Advisors Underwriting Funds Transfer

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. ——-. Latest round: $20 million Post-IPO Equity ($5 mil) and Debt ($15 mil). Tags: Banks, advisors, banking, wealth management, investing. Total dollars raised YTD is now $14.3 billion, more than twice the $6.6 Latest round: $55 million Series C.

Debit Card

Debit Card Online and Mobile Banking FinTech Funds Transfer

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

Fintech Labs Insights

AUGUST 5, 2016

Tags: Consumer, traders, payments, funds transfer, remittances, bitcoin, crypto-currency, blockchain.

Multi-Currency

Multi-Currency FinTech Funds Transfer Advisors

Fintech Fundings: 186 Companies Raised $1.6 Billion in June

Fintech Labs Insights

AUGUST 1, 2016

International funds transfers. Total raised: $41,000 (prior to most recent funding). Tags: Institutions, advisors, investing, wealth management, trading, information, analytics. Source: Crunchbase , Finovate. Crowdsourced stock recommendation platform. Latest round: $33 million Series D. Total raised: $60.15 TransferGo.

Underwriting

Underwriting Online and Mobile Banking FinTech Debit Card

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

Fintech Labs Insights

OCTOBER 9, 2015

Marketplace for financial advisors and other professional services. Money transfer service. The post Fintech Fundings: 22 Companies Raise $590 Million Week Ending Oct 9 appeared first on Finovate. Tags: Consumer, payments, funds transfer, remittances, cryptocurrency, P2P, person-to-person. InvestCloud.

FinTech

FinTech Online and Mobile Banking P2P Underwriting

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

Fintech Labs Insights

APRIL 4, 2016

The post Fintech Fundings: 21 Companies Raise $460 Million Week Ending April 1 appeared first on Finovate. Tags: Consumer, investing, trading, robo-advisor, porfolio management. Consumer online investment platform. Latest round: $100 million Series E ($700 million valuation). Total raised: $205 million. HQ: New York City.

Underwriting

Underwriting FinTech Online and Mobile Banking P2P

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

Fintech Labs Insights

AUGUST 8, 2016

Blockchain-based institutional funds transfer and settlement. The post Fintech Fundings: 32 Companies Raise $210 Million Second Week of July appeared first on Finovate. Tags: Institutions, payments, funds transfer, blockchain, bitcoin, crypto-currency. Source: Crunchbase. Latest round: $14.4 million Debt.

Underwriting

Underwriting FinTech Debit Card Online and Mobile Banking

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

Fintech Labs Insights

MARCH 22, 2016

Latest round: $52 million (post-IPO equity). The post Fintech Fundings: 36 Companies Raise $480 Million Week Ending March 18 appeared first on Finovate. Tags: Advisors, investing, social, marketing, sales, trading. HQ: Encino, California. Source: Crunchbase. Connecture. Health insurance distribution platform.

Underwriting

Underwriting P2P FinTech Online and Mobile Banking

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

Fintech Labs Insights

JULY 20, 2016

Payment via bank transfer (ACH). Consumer financial advisor. The post Fintech Fundings: 35 Companies Raise $470 Million the Third Week of June appeared first on Finovate. Tags: SMB, ACH, payments, bank transfers, merchants, point of sale (POS), checking accounts, Finovate alum. Source: Crunchbase. Invoice Cycle.

P2P

P2P Underwriting FinTech Remote Deposit Capture

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

Fintech Labs Insights

FEBRUARY 5, 2016

million for its global funds transfer app. The post Fintech Fundings: 21 Companies Raise $260 Million Week Ending Feb 5 appeared first on Finovate. Tags: Consumer, advisors, investing, trading. Private capital continued to flow into the fintech sector this week with 21 companies raising $257 million. Quantescent.

FinTech

FinTech Bitcoin Blockchain Underwriting

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

Fintech Labs Insights

AUGUST 11, 2016

The post Fintech Fundings: 26 Companies Raised $530 Million Third Week of July appeared first on Finovate. Tags: Consumer, payments, debit card, billpay, funds transfer, mobile, personal financial management, PFM. Source: Crunchbase. Qauntifeed. Digital wealth management platform. Latest round: $4.5 million Series A.

Underwriting

Underwriting FinTech Debit Card P2P

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

Fintech Labs Insights

JULY 14, 2016

million Post-IPO Equity. million (Post-IPO including $100 million Debt). The post Fintech Fundings: 38 Companies Raise $220 Million the Second Week of June appeared first on Finovate. Tags: Consumer, SMB, funds transfer, payments, debit, billpay. Source: Finovate. zipMoney Payments. Latest round: $20.6

Underwriting

Underwriting FinTech Online and Mobile Banking Debit Card

Payments Space

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

MaxMyInterest Launches Client Invitation Feature

FinovateEurope Sneak Peek: Envestnet

Webinars

MaxMyInterest Unveils Laser App Integration to Speed Onboarding

MaxMyInterest Celebrates Third Anniversary with Support for TD Bank

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

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

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

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

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

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

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

Fintech Fundings: 114 Companies Raised $7.3 Billion in April

Announced at Singapore FinTech Festival 2024: New Partnerships, Product Launches and Appointments

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

Fintech Fundings: 113 Companies Raised $1.7 Billion in May

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

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

Fintech Fundings: 186 Companies Raised $1.6 Billion in June

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

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

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

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

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

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

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

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

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