Fintech Labs Insights

SEPTEMBER 17, 2015

This post is part of our live coverage of FinovateFall 2015. Wizzio Powered by IBM Watson is a smart machine for financial advisors that provides a unique approach to drive sales and productivity. Product Launch: MyWizzio is launching September 2015 at FinovateFall. The team from Novabase is up next. HQ: Lisbon, Portugal.

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Advisors B2B Research Product 30

Finovate

OCTOBER 17, 2024

Apex Fintech Solutions’ subsidiary Apex Clearing made its Finovate debut at FinDEVr Silicon Valley in 2015. Digital wealth management company Apex Fintech Solutions has agreed to acquire FinTron, a fintech design agency that creates high-end digital experiences for investors and advisors around the world.

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Acquirers FinTech Advisors Credit Union 69

Fintech Labs Insights

JULY 7, 2015

Below is a list of the presenting companies so far; we’ll reveal the full roster later this summer: Advisor Software. FinDEVr San Francisco 2015 is partnered with BankersHub , BayPay Forum , California Bankers Association , Celent , CoinTelegraph , Mercator Advisory Group , and SF Fintech. The Beast Apps. BehavioSec.

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Advisors API FinTech Posting 31

Fintech Labs Insights

SEPTEMBER 17, 2015

This post is part of our live coverage of FinovateFall 2015. With this platform, Sliced Investing gives financial advisors access to both blue chip funds and emerging managers, all while providing portfolio analytical tools to help them efficiently invest capital.” Product Launch: August 2015. HQ: San Francisco, CA.

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Advisors CRM CHIPS B2B 26

Fintech Labs Insights

AUGUST 26, 2015

When the going gets tough in today’s wealth management business, the tough acquire robo-advisors. International risk and investment management titan BlackRock has agreed to acquire FutureAdvisor , the San Francisco-based online investment advisor founded in May 2010, for an undisclosed sum.

Advisors 28

Advisors Acquirers Automation Risk 28

PYMNTS

JANUARY 11, 2021

Richard Holmes, previously CEO at Standard Chartered European, joined the Revolut team in October 2020 as a board advisor. The London-based FinTech was founded in 2015 and has secured more than $580 million in funding on a $5.5 He will be tasked with developing the board and leadership team. billion valuation.

Financial Crimes 86

Financial Crimes Deposit Account Cryptocurrency Advisors 86

Fintech Labs Insights

SEPTEMBER 16, 2015

This post is part of our live coverage of FinovateFall 2015. Product Launch: March 2015. The post Advisor Software’s Wealth Management Cloud Serves Up Widget-Based Applications appeared first on Finovate. ” Presenting Erik Jepson (Chief Customer Officer) and Margarita Petrova (UX Designer). HQ: Walnut Creek, CA.

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Advisors Blocks B2B Facilitators 25

Fintech Labs Insights

NOVEMBER 9, 2015

Sliced Investing takes a different approach, offering registered investment advisors access to alternative investments. At FinovateFall 2015 Sliced debuted its offering for institutional investors. This enables advisors to diversify clients’ portfolios by adding alternative investments. Launched 2014. $20+ 8 employees.

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Advisors Risk Management Agreements Risk 26

Fintech Labs Insights

SEPTEMBER 8, 2015

FinDEVr Previews highlight the companies that will present their latest developer tools, platforms, and integrations at FinDEVr 2015 San Francisco on October 6 and 7. The post FinDEVr Preview: Advisor Software appeared first on Finovate. Pick up your ticket before Friday, September 11 and save $100 on an Early Bird ticket!

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Advisors Payment APIs and Integration API Checks 21

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. Established in 2015, Lendbox is a platform designed with lenders in mind, dedicated to delivering stable, high-quality, and consistent returns.

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FinTech Payment APIs and Integration Online and Mobile Banking AI 113

Fintech Labs Insights

JULY 16, 2015

Advisor Software uses APIs and apps in a hybrid cloud architecture to steer investment advisors away from traditional wealth management software that’s too rigid, difficult to integrate, expensive, and hard to scale. FinovateFall 2015 is sponsored by The Bancorp , Capital Source , Envestnet , FT Partners , and Hudson Cook.

Online and Mobile Banking 26

Online and Mobile Banking Payment APIs and Integration Advisors Push-to-Card 26

PYMNTS

FEBRUARY 3, 2020

It was founded by James Farrar, who set up ClearBank in 2015, as well as Nick Evans, who started an agricultural tech company called Adaptris. Former Bank of England advisor Tim Fitzpatrick is on the bank’s board, as well as Huw Morgan, who was once an executive at HSBC.

Advisors 79

Advisors Authorization Security Regulations 79

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

Finovate

AUGUST 15, 2024

Eko Investments Offers investments to all clients starting from $10, and not just the top 1% via a financial advisor. illuminote Enables financial institutions and advisors to authenticate registered client legal estate records with confidence, providing access to authenticated data without expensive tech integrations. Founded in 2015.

Innovation 59

Innovation Advisors AI Authentication 59

FICO

FEBRUARY 23, 2016

The China Financial Certification Authority expects that mobile banking customers will account for around 24% of the total e-banking users in 2015, and that 40% of those will buy financial products through their smartphones. We wanted an improved experience for our customers.

Online and Mobile Banking 58

Online and Mobile Banking Credit Cards Advisors Mobile Banking 58

PYMNTS

DECEMBER 3, 2020

Deese has been a deputy director for the National Economic Council in the past, and has acted as deputy director of the Office of Management and Budget, and senior advisor to President Obama, CNBC reports. Under Obama's leadership, Deese worked to put together the bailout and reorganization of the U.S. automobile industry.

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Advisors Agreements Economy Finance 57

Fintech Labs Insights

MAY 12, 2015

This post is part of our live coverage of FinovateSpring 2015. The company is presenting its robo advisor 2.0 Hedgeable’s robo advisor 2.0 Hedgeable’s platform is not your typical cookie cutter robo advisor. Product Launch: May 2015. The post Hedgeable’s Robo Advisor 2.0

Risk Management 23

Risk Management Advisors Automation Risk 23

Fintech Labs Insights

JULY 29, 2015

We’ve been teasing you for weeks with previews of the companies that will be taking the stage at FinDEVr 2015 San Francisco. Today we’re happy to unveil FinDEVr 2015’s full roster of platform-builders, API-developers, and tool-makers whose cutting-edge technologies are an indispensable part of fintech innovation.

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API Advisors FinTech Returns 26

The Fintech Times

FEBRUARY 26, 2024

Insights Hearts & Wallets examines consumer awareness, interest and trial of 55 technology-powered saving and investing solutions – including both fintech/robo new entrants and offerings from traditional financial services firms – and tracks growth since 2015.

Consumer 72

Consumer FinTech Advisors Cryptocurrency 72

Finovate

JANUARY 19, 2024

The partnership will also offer Luma users educational training, post-trade advisor management, and reporting tools. Among the diversified assets Yieldstreet provides access to are real estate, private equity, art, supply chain financing, and more.

Technology 59

Technology Advisors Legal Finance 59

FICO

DECEMBER 22, 2016

Yarra Valley Water uses FICO® Blaze Advisor® decision rules management system and FICO® Decision Management Suite to reduce the time required to the water application process from months to minutes, without adding staff. The whole project was so successful that it earned Yarra Valley Water a 2015 FICO Decision Management Award.

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Process Advisors Rules Automation 58

Fintech Labs Insights

SEPTEMBER 1, 2015

To whet your appetite for two days of fintech innovation, we’re releasing the full and final lineup of presenting companies for FinovateFall 2015. Advisor Software is a Cloud provider of sophisticated wealth management and digital investment advice APIs and apps for financial services enterprises. The post Fall In!

Online and Mobile Banking 28

Online and Mobile Banking Card Issuer Credit Union Issuers 28

PYMNTS

NOVEMBER 21, 2016

and Europe dominated in 2015. Many business owners say a friend or family member actually holds a key role in the company, either as an employee, advisor or investor. KPMG and CB Insights pointed to Asia as the new hotspot in FinTech investment after the U.S. 83% of U.S.

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Small Business Research Advisors Continuity 74

Fintech Labs Insights

OCTOBER 7, 2015

Advisor Software is the leading cloud platform for the investment advice industry. “ Advisor Software Wealth Management Cloud: Advisor Software is providing an overview of its Wealth Management Cloud platform, including the 100+ APIs that comprise its comprehensive solution for the fintech developer community.

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Advisors API Product Innovation 24

Fintech News

MAY 22, 2024

Founded in late 2015, the company provides regulated entities with tools to manage audit, risk, and compliance programs effectively. Many professional advisors also use Arctic Intelligence’s technology to assist their clients with financial crime risk assessments and compliance obligations.

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Financial Crimes Crime APACS Risk Assessment 103

Fintech Labs Insights

NOVEMBER 18, 2014

I''ve got another installment or two in the pipeline, but since it''s already starting to feel like we are making our final descent into 2015, I wanted to take a step back and explain WHY those projects rose to the top. But in today interconnected "API" world, that is not the case.

Online and Mobile Banking 30

Online and Mobile Banking Non-Bank P2P Consumer 30

FICO

JULY 14, 2016

Jim Bander, national manager, Decision Science, Toyota Financial Services (2015 winner). Petr Kapoun, retail risk director, Česká Spořitelna (2015 winner). Nicole Sturgill, principal, Executive Advisor, CEB TowerGroup. Ken Elliott, global director of Analytics, Hewlett Packard Enterprise. Bill Fearnley, Jr.,

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Regulatory Compliance Best Practices Advisors Compliance 45

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.

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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.”

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Advisors Acquirers Process Posting 16

PYMNTS

SEPTEMBER 30, 2016

are up more than 10 percent since the liability shift in October 2015. Karen Webster is one of the world’s leading experts on payments, commerce and retail innovation and a strategic advisor to CEOs and Boards of multinational players in those sectors. – More and more fraudsters are utilizing botnets. DIGITAL DISCUSSION HOST.

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Advisors PayPal Innovation B2B 65

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.

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Direct Deposit Advisors Fed Checks 40

Fintech Labs Insights

JUNE 7, 2016

.” Stanich then explains that they’re doing something new within IBM called Client Insight for Wealth Management powered by IBM Watson , a solution to help advisors segment clients, predict life events and identify product and portfolio recommendations. Financial advisor dashboard. 2015 revenue of $81.7

Advisors 22

Advisors Regulatory Compliance API Credit Cards 22

CB Insights

NOVEMBER 15, 2017

RESEARCH BRIEFING: RISE OF ROBO-ADVISORS. CB Insights data reveals that insurers have also been actively making investments and acquisitions in the digital wealth management space, ranging from robo-advisors, to 401k plan service startups, to social trading investment networks. First Name.

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Advisors Acquirers Issuers Research 43

Fintech Labs Insights

DECEMBER 11, 2015

Trizic , a startup that creates wealth management solutions to help advisors keep up with advancing technology, closed on $2 million in funding earlier this week. The San Francisco-based company’s Accelerator is a cloud-based advisory platform that caters to both advisors and their clients.

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Advisors API Compliance Automation 18

PYMNTS

JANUARY 9, 2019

The data from PwC and CB Insights comes after three years of steady growth, with the average annual investment increase from 2015 to 2017 coming in at 28 percent. New data shows that venture capital funding of artificial intelligence (AI) companies jumped a whopping 72 percent last year, hitting a record $9.3 The largest AI deal in the U.S.

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AI Advisors End User Privacy 54

FICO

AUGUST 15, 2017

Derek, a principal consultant with Fair Isaac Advisors who was named one of the Big Data 100 by DataIQ magazine in 2015, discusses the impact AI and machine learning have had in fraud detection, and the growing use in financial services. That's the message FICO's Derek Dempsey gives in a video interview recorded with Compare the Cloud.

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AI Fraud Detection Risk Management Advisors 40

Fintech Labs Insights

DECEMBER 22, 2015

2015 was another big year for mergers and acquisitions in the fintech industry. But looking just at those acquisitions for which figures were available, we can see that 2015 was a banner year in M&A (more than $7 billion) – and that’s just counting alums. Stratos Card , FinovateSpring 2015. Holy Yodlee!

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Advisors Acquirers Authentication Blockchain 15