The Fintech Times

JANUARY 30, 2025

Most recently, Martinez was also a senior executive at Cisco Systems , from 2018 to 2024. Allfunds, a B2B wealthtech platform for the funds industry with 1.5trillion in assets under administration, has named Pascal Duval as senior advisor for France and Benelux. Microsoft Corporation, Motorola Solutions and AT&T Bell Labs.

FinTech

Finovate

AUGUST 6, 2025

Gentreo Headquartered in Quincy, Massachusetts, and founded in 2018, Gentreo meets customers where they are and helps them get to where they want to be to create non-balance sheet recurring revenue. Be sure to check them out live on stage next month at FinovateFall in New York, September 8 through 10.

FinTech

Fintech Review

NOVEMBER 8, 2024

His dual background as both an institutional client advisor and a top global market maker allows him to anticipate and address the nuanced demands of these clients, helping Bybit solidify its reputation as a trusted partner for sophisticated trading solutions.

Best Practices

The Fintech Times

JULY 27, 2025

There are roles that haven’t even been invented yet, so we all have a responsibility to support careers advisors and teachers in learning about the plethora of opportunities out there.” In 2025, 78% of UK businesses pay men more than women, which is the same as in 2018.

Financial Inclusion

Fintech Labs Insights

DECEMBER 2, 2024

Event Location Start End Attendees* Speakers* Began Banking Tech Awards London 4-Dec-24 4-Dec-24 500 1999 Fintech Connect London 4-Dec-24 5-Dec-25 2,000 180 2013 Consensus Asia by Coindesk Hong Kong 18-Feb-25 20-Feb-25 2025 Future Digital Finance by WBR New Orleans 24-Feb-25 25-Feb-25 2001 FinovateEurope London 25-Feb-25 26-Feb-25 1,000 150 (..)

FinTech

Fintech Labs Insights

MARCH 28, 2025

SMB Banking: Deep Dive on Ramp Top 16 Accounting Conferences & Events in 2025

NACHA

Fintech News

APRIL 17, 2024

Robo advisors have emerged as a game-changer in Singapore, transforming the way Singaporeans approach investment and wealth management. The adoption of robo advisors in Singapore has seen significant growth, to the extent the assets under management (AUM) in the robo-advisors market in Singapore is projected to reach nearly US$1.49

Advisors

PYMNTS

DECEMBER 29, 2018

At the close of 2018, the consumer’s outlook on things is several shades brighter than it was a decade ago. Amazon reported a record-breaking holiday season and was reportedly a major beneficiary of confident consumers’ appetite to shut down 2018 with some serious spending. Overall digital sales surged upwards 19 percent in 2018.

Consumer

CB Insights

MARCH 20, 2019

From e-commerce to software to payments, several companies with $1B+ valuations exited in 2018. Using CB Insights data, we identified the startups with a $1B+ valuation that exited in 2018. We’ve also covered 2018’s 14 European unicorns , 37 Chinese unicorns , and 55 US unicorns.). Meituan Dianping.

Online and Mobile Banking

Finovate

SEPTEMBER 10, 2024

Eko Investments for its platform that offers investments via a financial advisor to all clients–and not just the top 1%–starting from $10. Delfi Labs for its technology that creates efficient risk management and hedging strategies in minutes, enabling clients to defend margins, enhance performance, and raise valuation.

Deepfake

PYMNTS

JANUARY 9, 2019

Those deals fell from 39 percent in 2017 to just 30 percent in 2018. Toby Cosgrove, an executive advisor to the Google Cloud healthcare team, noted that doctors and researchers will be able to use the technology to discover trends and decide on treatments while protecting patient privacy.

AI

PYMNTS

DECEMBER 28, 2018

There is a decent chance that the 2018 holiday season will be remembered as a time when it became much more clear that survival in the cutthroat pursuit of commerce depends on the stories one can tell about a product or brand. That was a theme of a PYMNTS interview conducted Thursday (Dec. Stuff vs. Experience.

Visa

PYMNTS

JANUARY 7, 2021

WeLink said it will use the infusion of investment dollars from Digital Alpha Advisors , which focuses on digital infrastructure, to speed up its growth plans in the Las Vegas area, while also moving into two new metro markets, Phoenix and Tucson, as well in the first quarter.

Finance

FICO

JULY 15, 2021

Operation HOPE Global Board of Advisors. FICO chief executive officer Will Lansing recently joined the Global Board of Advisors of Operation HOPE. Operation HOPE has been a national partner of FICO’s Score A Better Future program since its inception in 2018. Score A Better Future.

Financial Literacy

CB Insights

JANUARY 25, 2021

Europe-based wealth tech companies are leveraging online platforms, software, and other tools to provide alternative ways for retail investors and advisors to invest or manage money. Although 2020 wealth tech funding in Europe dipped from the highs set in 2019, it outpaced 2018 levels by 20%.

Advisors

CB Insights

DECEMBER 15, 2020

According to Refinitiv, financial advisors that incorporated digital tools saw a 77% increase in client retention. However, market volatility is proving that investors still want relationships with human advisors, who remain a critical part of wealth management. Total wealth management deals were up 31% from 2018, according to PwC.

Posting

PYMNTS

FEBRUARY 28, 2019

bill pay market accounted for 15 billion transactions in 2018 — and the vertical continues to grow at steady mid-single-digit rates annually. Centerview Partners LLC will be the financial advisor to Western Union, while BofA Merrill Lynch is acting as financial advisor to ACI. All in, the U.S.

Cross-Border

CB Insights

APRIL 15, 2018

2018 VC Report: AI FUNDING LEPT 29% IN US. Below is our comprehensive list of the Top 100 Venture Capital Partners in addition to our Selection Methodology: Top 100 Venture Capital Partners of 2018. 2018 VC Partner Rankings. OrbiMed Advisors. OrbiMed Advisors. Track 2018 Tech IPO Pipeline Startups.

Advisors

PYMNTS

JULY 25, 2019

A new report from payments credit union service organization PSCU revealed that its owner credit unions saw banner results from the promotional programs offered through PSCU’s Advisors Plus during the two-day shopping event.

Credit Union

PYMNTS

JANUARY 11, 2021

Richard Holmes, previously CEO at Standard Chartered European, joined the Revolut team in October 2020 as a board advisor. Revolut was granted a European Union banking license in Lithuania in December 2018 and has begun operations in central Europe. He will be tasked with developing the board and leadership team.

Deposit Account

CB Insights

SEPTEMBER 10, 2019

A 2018 survey by Bank of America shows that millennials’ top financial priorities were saving for emergency funds (64%), saving for retirement (49%), and saving to buy a house (33%) — not much different from the concerns their baby boomer parents had 30 years ago. Investing: Robo-advisors and micro-investing lower barriers to entry.

Finance

The Paypers

APRIL 25, 2017

(The Paypers) Bangladesh is planning to launch a nationwide mobile payments system by early 2018, a policy advisor with the Prime Minister’s Office has told GovInsider.

Mobile Payments

PYMNTS

SEPTEMBER 20, 2020

Authorities said Jonathan Khoo gained access to the organization's computers in 2018 when he was hired as a contractor and used them to mine the cryptocurrencies Monero and Ethereum, according to CryptoNewsPipe. Two other major MicroStrategy investors, BlackRock Fund Advisors and the Vanguard Group , have a 15.24 The Oil Fund owns a 1.51

Bitcoin

PYMNTS

FEBRUARY 6, 2020

Reports indicated that the firm had gone so far as to hire financial advisors to guide it through the potential transition. The platform also saw greater-than-expected growth of its user base, with 23 million users on the platform as opposed to the 18 million enrolled at the end of 2018 — again, ahead of analyst expectations of 22.6

Advisors

Finovate

JANUARY 18, 2024

based financial planning software company for advisors, Dynamic Planner, launched its new risk profile mapping service this week. Dynamic Planner , a financial planning software company for advisors, unveiled its new risk profile mapping service for single strategy funds this week.

Risk

CB Insights

MARCH 14, 2018

RESEARCH BRIEFING: WEALTH TECH IN 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. We expect impact investing to be a major trend in 2018.

Advisors

Finovate

NOVEMBER 20, 2024

Aixigo last demoed its technology on the Finovate stage at FinovateFall 2018 in New York. The company reports that 60,000 advisors use aixigo’s technology on a daily basis for everything from client onboarding to report generation. The transaction has been valued at $157 million (€149 million).

Acquirers

CB Insights

FEBRUARY 15, 2018

WEALTH TECH TRENDS TO WATCH IN 2018. Find out what’s ahead for traditional wealth managers and wealth tech startups in 2018. Now, startups have zeroed in on the opportunity to create retirement offerings that cut down on fees and deliver a better user experience, following the playbook fintechs used with robo-advisors.

FinTech

PYMNTS

DECEMBER 21, 2018

The findings came from a survey of 2,000 individuals between 2013 to 2018. As reported last week in CPA Practice Advisor , per AppZen, roughly 30 percent of expenses filed by employees in the professional services space get flagged when scrutinized against corporate policies. The FBI noted that as much as $12.5

Business Email Compromise

CB Insights

FEBRUARY 13, 2018

Fintech: 2017 Year-in-Review & 2018 Trends. In the briefing we’ll highlight 2017 trends and explore what’s ahead for fintech in 2018, looking across payments, wealth management, insurance, and more. These banks include Bank of America , Wells Fargo , Citi , and Morgan Stanley. JPMorgan Chase.

FinTech

Finovate

JANUARY 19, 2024

The partnership will also offer Luma users educational training, post-trade advisor management, and reporting tools. ” Founded in 2018, Luma offers broker/dealer firms, RIA offices, and private banks access to its fintech software.

Technology

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

PYMNTS

DECEMBER 26, 2019

24 compared to the same period in 2018, Mastercard reported in sales figures released on Thursday (Dec. eCommerce sales hit a record high this year, with more people doing their holiday shopping online,” said Steve Sadove, senior advisor for Mastercard and former CEO and chairman of Saks Incorporated. percent from Nov. percent.

Visa

PYMNTS

JANUARY 30, 2020

“Dark web” drug sales are notably high, increasing 60 percent and totaling $601 million from January to March 2019, according to Chainanalysis, a blockchain analysis firm and government advisor. One percent of all bitcoin transactions are criminal in nature, nearly doubling since 2018.

Bitcoin

PYMNTS

SEPTEMBER 19, 2018

The market research firm noted the cognitive/AI use cases that will see the largest spending totals in 2018 are automated customer service agents, automated threat intelligence and prevention systems, sales process recommendation and automation, and automated preventive maintenance. percent CAGR).

AI

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. . Fintech: 2017 Year-in-Review & 2018 Trends.

FinTech

PYMNTS

MAY 22, 2020

The group, which has been releasing detailed central bank digital currencies (CBDC) and cryptocurrency reports as of 2018, is geared toward CBDCs and retail and wholesale payments. . Additionally, nine advisors who are upper house members reportedly inked the proposal as co-signers.

Digital Currency