PYMNTS

NOVEMBER 30, 2020

In addition, Biden appointed Adewale Adeyemo , international economic advisor in the Obama administration, as deputy Treasury secretary. He is a senior advisor at the Center for Strategic and International Studies. The three-member council advises the president on economic policy. auto industry.

Federal Reserve 56

Federal Reserve Treasury Advisors Fed 56

Fintech Labs Insights

JUNE 2, 2016

Which robo-advisor is the fastest growing one of all? According to monthly SEC filings, no independent robo-advisor had made it to $300 million in assets managed faster than blooom. Pictured (left to right): Co-founders Chris Costello and Randy AufDerHeide demonstrating the blooom platform at FinovateFall 2014 in New York.

Advisors 21

Advisors Accounts Innovation Technology 21

CB Insights

SEPTEMBER 10, 2019

But legacy institutions are fighting back, cherry-picking the best financial innovations that their younger competitors develop — investment robo-advisors, AI-based budgeting, and expense monitoring — and incorporating them into their services. Investing: Robo-advisors and micro-investing lower barriers to entry.

Finance 77

Finance Online and Mobile Banking Advisors Micro-Entry 77

PYMNTS

OCTOBER 27, 2016

WorldRemit advisors say the company makes 500,000 transfers every month and is available in more than 50 sending countries and more than 125 receiving destinations. WorldRemit received $40 million in a 2014 Series A funding round care of Accel Partners and $100 million in a Series B round led by Technology Crossover Ventures.

Financial Inclusion 74

Financial Inclusion Advisors Money Laundering Compliance 74

PYMNTS

AUGUST 2, 2016

The Council of Economic Advisors considers the change in the number of unbanked or underbanked to be heading in the right direction thanks to direct deposit, community development funding, and the efforts of the FinTech industry, but Bonnie Blankenship of the Cleveland Fed begs to differ. Here are the numbers: $32.5 households. households.

Direct Deposit 40

Direct Deposit Advisors Fed Checks 40

PYMNTS

JANUARY 30, 2017

According to a report , Hans Morris, the former Visa president turned venture capitalist, created Nyca Partners in 2014, launching a $30 million fund. The fund invested in a slew of FinTech startups, including Lending Club, SigFig and Orchard.

FinTech 60

FinTech Advisors B2B Innovation 60

PYMNTS

APRIL 10, 2020

In fact, the $17 million raised by the company since its founding in 2014 has come strictly from those physicians, not VC funding. Knowing we have access to our 300+ physician advisors and 1,000+ registered dietitians, we want to lean into their expertise and share their empirical knowledge with our audiences.

Participant 96

Participant Advisors Credit Cards Consulting 96

CB Insights

MARCH 14, 2018

A new crop of wealth tech startups, including robo-advisors Motif Investing and Wahed Invest , are creating low-account minimum, low-fee investment products aligned with investors’ social, religious, or economic values. Fintech companies focused on wealth management continue to gain popularity over traditional advisors.

Advisors 53

Advisors B2C On-Demand Product 53

Fintech Labs Insights

JULY 7, 2016

eMoney Advisor , acquired by Fidelity Investments in 2015 for $250 million , is offering advisors the tools they need to compete against the robo-advisors that seem to be taking over wealth management. ” O’Brien adds that using emX Pro gives the advisors “a distinct competitive advantage.”

Advisors 16

Advisors Acquirers Process Posting 16

PYMNTS

JANUARY 29, 2020

That number is down from 46 percent in 2014, according to figures by organizational consulting firm Korn Ferry. That work is also changing as technology takes accountants from number-crunchers to strategic advisors. Chief accounting officers and controllers are more likely to handle the work of accounting.

Accounts 57

Accounts Advisors Cost Management Consulting 57

Fintech Labs Insights

DECEMBER 22, 2016

With Bespoke Custom Investing (BCI), Polly Portfolio offers financial advisors a platform that makes it easier to provide personalized financial management and investment plans. Advisors can either use their own model portfolios as a base investment strategy or select one of Polly Portfolio’s models.

Advisors 19

Advisors Risk B2B API 19

Fintech Labs Insights

MARCH 21, 2016

” InvestGlass works like a robo-advisor for financial professionals by providing technology to help them find suitable investments for clients. Founded in 2014. In an interview with the company’s CEO, Alexandre Gaillard, we discussed the value that InvestGlass brings advisors. Company facts: Privately owned.

Advisors 17

Advisors CRM Returns Credit Cards 17

PYMNTS

JUNE 17, 2020

Chris Gottschalk , senior advisor at Santander InnoVentures, who will be joining the Upgrade board, said the firm wants to support the next stage of Upgrade’s growth. Santander InnoVentures said it has invested in more than 30 FinTech companies after being established in 2014. Its previous investments in U.S.-based

Credit Union 52

Credit Union Mobile Banking Advisors Credit Cards 52

CB Insights

JANUARY 31, 2018

In the last year, banks have homed in on the consumer, backing robo-advisors and companies offering easy-to-use money management apps. . While banks have experimented with blockchain technology since 2014, in hopes of massive cost savings in the back-office, in general real results from these blockchain experiments have yet to materialize.

FinTech 78

FinTech Blockchain Database Advisors 78

Fintech News

APRIL 10, 2025

It acts as a fund investment platform and fiduciary advisor for individuals, family offices, charities, endowments, and institutions, and applies latest technology to its asset management solutions. Since 2014, it has grown significantly in this underserved segment through technology and robust processes.

FinTech 113

FinTech Payment APIs and Integration Online and Mobile Banking AI 113

Finovate

DECEMBER 1, 2023

The company was founded in 2014 and had raised $133 million. Cadre investor and advisor Mike Fascitelli will serve as the Global Chairman of Real Estate and Head of Cadre’s Investment Committee. The rest of the Cadre team, including Chief Investment Officer Dan Rosenbloom, will also join YieldStreet.

Returns 59

Returns Advisors Legal Acquirers 59

FICO

AUGUST 9, 2016

At our FICO World conference in 2014, former White House CIO Theresa Payton said that in exercises run by the military in the US every year — where a red team playing bad guys tried to hack their way past the blue team defenders — the red team always won! FICO is taking a much more active role in cybersecurity.

Cybersecurity 63

Cybersecurity Best Practices Business Continuity Advisors 63

Fintech Labs Insights

DECEMBER 21, 2016

How did 2016 become the “most successful year to date” for wealth management platform developer, eMoney Advisor ? “This year we returned to our roots with an innovative product strategy that broadens the availability and quality of advice delivered through advisors,” O’Brien explained.

Advisors 15

Advisors Returns API Participant 15

PYMNTS

JUNE 14, 2016

Recognizing that problem for station owner/operators, in 2014, Visa introduced the Visa Transaction Advisor (VTA) to help these retailers fight back, especially given the anticipated lag in equipping fuel pumps with EMV readers.

Risk 47

Risk Transactions Advisors EMV 47

PYMNTS

MAY 16, 2016

billion in 2014, more than tripling in fewer than five years. Despite this runaway online retail growth, Internet penetration in the country remains low, with less than 19 percent of Indians going online in 2014, according to IndiaSpend. The retail sector in the region grew by 209 percent from $4.4 billion in 2010 to $13.6

Advisors 40

Advisors Economy On-Demand Consumer 40

Finovate

MARCH 11, 2024

.” Fundica’s platform enables small businesses to identify and apply for relevant government and private sector funding, while giving financial institutions the ability to promote inclusion and serve as a more comprehensive financial advisor to its SME clients. Interested in demoing at FinovateSpring in San Francisco in May?

Security 59

Security Government Governance Bots 59

Finovate

FEBRUARY 1, 2024

Nina Schick, Author, Generative AI Expert, Founder at Tamang Ventures Schick is an author, advisor, and keynote speaker, specializing in how technology is transforming politics and society in the 21st century. We can’t wait to feature insights and discussions from the top European fintech thought leaders. Take a look at what to expect.

Metaverse 52

Metaverse Deepfake Authorization AI 52

PYMNTS

JULY 19, 2016

The fund has invested in more than a half dozen startups since opening its doors in 2014. In May, Santander’s fund was part of an investment push, to the tune of $40 million, for SigFig, a California startup that crafts software used by robot advisors.

FinTech 40

FinTech Advisors Blockchain Transactions 40

PYMNTS

JULY 5, 2017

EU judges will make a final ruling later in 2017, but Reuters noted they typically follow the advice given by court advisors. The most recent case referred to the EU by a French court dealt with a 2014 French law making it a crime to organize illegal taxi services.

Laws 43

Laws Rules Advisors Crime 43

CB Insights

AUGUST 17, 2017

corporate minority round, and the third to e-commerce site Snapdeal in a corporate minority round that it raised in October 2014. New York’s Tiger Global Management also participated in three of India’s top rounds: Flipkart’s $1B Series G and $700M Series H rounds in 2014, as well as its $550M Series I in 2015.

Advisors 42

Advisors Participant Finance Authorization 42

PYMNTS

SEPTEMBER 9, 2019

Launched in 2014, Konfio raised $43 million in equity and $260 million in debt. Vostok Emerging Finance, and Victory Park Capital Advisors. So I saw an opportunity.”. It also has access to credit from Bank of Nova Scotia.

Small Business 49

Small Business Non-Bank Advisors Finance 49

PYMNTS

AUGUST 10, 2018

In 2014, the satellite company became one of the first providers to accept bitcoin. Late last month, Fundstrat Global Advisors announced that it had implemented BitPay, making it the first Wall Street research firm to accept bitcoin. Dish, one of the largest television providers in the U.S.,

Bitcoin 40

Bitcoin Agreements Cryptocurrency Payments 40

Fintech Labs Insights

AUGUST 24, 2015

Founded 2014. DRAFT’s mobile app targets millenials with $100,000 to $1 million to invest and are underserved by traditional financial advisors. 3) Build rapport between client and advisor. Using the in-app sharing capability, users can send results to financial advisors to hold them accountable. 10 employees.

Advisors 28

Advisors Underserved Risk Accounts 28

PYMNTS

JULY 25, 2018

With a specialty in car loans, 321 Crédit has been a Cabot Square Capital company since 2014. small business lender, to White Oak Global Advisors, noted Financial Times. Cabot Square Capital, a U.K. According to a report in Financial Times , the deal was worth more than €140m. It recently sold LDF , a U.K. trillion U.S.

FDIC 43

FDIC Underwriting Advisors Adjustments 43

PYMNTS

JUNE 6, 2017

The educators, mentors and advisors at these institutions helped shape me into who I am today.”. After testing the solution out at Yelp, we joined YCombinator to launch the company in 2014 and bring this solution to experts in every field. “I can truly say I stand on the shoulders of giants,” he said.

Fraud Detection 67

Fraud Detection Research Advisors Credit Cards 67

PYMNTS

MARCH 15, 2016

Soon after, RBS was said to have hired a group of third-party advisors to combat the allegations amid internal probes. RBS is under investigation by the U.K.’s With the launch of the RGL, it appears the scandal will carry on well into 2016, too. RGL said it hopes to bring the bank to court as soon as this year, reports added.

Small Business 40

Small Business Advisors Legal Laws 40

PYMNTS

FEBRUARY 17, 2020

We are firmly in an athleisure lifestyle cycle,” said Matt Powell, vice president and senior industry advisor for The NPD Group, as well as a sports industry expert. Taylor founded Tracksmith in 2014. For now, Tracksmith is riding an athleisure wave. “We He studied psychology and biology at Yale.

Advisors 70

Advisors Consumer Accounts Technology 70

PYMNTS

AUGUST 23, 2016

The Series A round of funding, which netted the startup $29 million, was led by Bessemer Venture Partners (BVP) and also included New Enterprise Associates, Soros Fund Management, Haystack Partners, Quadrant Capital Advisors and Blue Delta Capital.

Encryption 40

Encryption Ransomware Advisors Cybersecurity 40

PYMNTS

JANUARY 13, 2017

“It’s probably a combination of things,” Cormac Leech, a principal at private-equity firm Victory Park Capital Advisors, told Bloomberg. In a statement on Thursday (Jan. “Growth has been stronger than expected, investors are hunting for yield, and there’s a bounce-back from earlier in the year.”

Advisors 40

Advisors Small Business Finance Returns 40

Finovate

APRIL 24, 2024

The company is headquartered in Auckland, New Zealand and was founded in 2014. Sherpas Sherpas brings AI to the core of financial services processes to deliver efficiency and improve the quality of advice that advisors give their clients, which makes it a stickier relationship and allows advisors to charge for expanded scope of advice.

Credit Union 59

Credit Union Payment APIs and Integration Advisors AI 59

The Fintech Times

AUGUST 8, 2024

Ellis previously served as CFO at Flywire , a global payment solutions provider, as well as CFO and advisor to BillGO , a bill pay platform and network. Founded in France, Yooz entered the market in 2014. As CFO, Ellis is responsible for overseeing the company’s financial activities and will help guide One Inc’s future direction.

FinTech 69

FinTech Cross-Border Cross-Border Payments Credit Cards 69

PYMNTS

MARCH 22, 2016

That was followed by a restatement of financial reports from 2013 and 2014, which brought on a series of governmental investigations, which Jumio claims it is fully cooperating with. Should the sale to Saverin win court approval, Jumio’s investment bank, Sagent Advisors LLC, would pick up a $1.3 million fee, court papers show.

Posting 40

Posting Advisors Facilitators Finance 40