PYMNTS

DECEMBER 14, 2020

Massachusetts Mutual Life Insurance Company (MassMutual) has agreed with Stone Ridge Asset Management , which has over $10 billion in assets under management (AUM), for MassMutual to acquire FinTech registered investment advisor (RIA) platform Flourish , according to a press release.

Financial Literacy 91

Financial Literacy FinTech Advisors Acquirers 91

The Fintech Times

JANUARY 31, 2025

By collaborating with NGOs and other organisations committed to financial literacy and sustainability, fintechs can solidify their positive reputation. Fintech companies promote financial inclusion objectives yet their high interest rates of 18 per cent along with predatory subscription fees reveal their true operations.

FinTech 64

FinTech Audit Financial Inclusion Advisors 64

The Fintech Times

SEPTEMBER 24, 2024

These findings are especially worrying alongside new research from Shepherds Friendly , which found that, while 87 per cent of Brits feel confident in their financial knowledge, just 49 per cent of people in the UK passed the financial literacy test.

Financial Literacy 69

Financial Literacy Consumer Service Provider On-Demand 69

Finovate

APRIL 9, 2024

Global allocation specialists, RIAs, institutional money managers, global equity analysts, ETF sponsors, financial services companies, and robo-advisors. improves financial literacy and behaviors, empowering users to understand cash flow better, worry less about money, and significantly improve their overall quality of life.

Financial Literacy 52

Financial Literacy Credit Union AI Credential 52

The Fintech Times

JULY 16, 2024

Centsai , a US-based financial literacy startup founded by a diverse team, is a standout example. “ Aflore , a Bogotá-based fintech company, employs technology and an innovative business model to provide vulnerable and middle-class families with access to formal financial services.

FinTech 75

FinTech Financial Literacy Online and Mobile Banking P2P 75

The Fintech Times

JANUARY 29, 2024

Trading education reigns Financial literacy can be a hurdle for younger investors. Robo-advisors that offer automated portfolio management and personalised investment strategies at lower costs could become increasingly popular, catering to those seeking a more hands-off approach to wealth building.

Financial Literacy 72

Financial Literacy Advisors Authorization CHIPS 72

Finovate

OCTOBER 18, 2024

Emerge evolved from a children’s financial literacy app called SquareOne that Pavlicevic and co-founder Jamie Jermain founded in 2020. The deployment will help FirstCape increase the efficiency of its advisors, as well as provide a single platform for client engagement, experience, and advice at scale.

Cross-Border Payments 59

Cross-Border Payments Cross-Border Advisors Payments 59

The Fintech Times

OCTOBER 8, 2024

Frich is a US-based social finance app aiming to boost the financial literacy of Gen Z by providing transparency around money and insights into how their peers handle life’s financial challenges. These experiences shaped my understanding of the importance of financial literacy and ultimately led me to co-found Frich.

Financial Literacy 52

Financial Literacy Credit Union FinTech Finance 52

PYMNTS

JUNE 27, 2017

GoldBean is an “investing for beginners” platform designed to promote financial literacy and empower users to be confident, self-directed investors. The offering is aimed at helping financial advisors attract customers through relevant new services.

Financial Literacy 43

Financial Literacy Agreements Credit Union Advisors 43

PYMNTS

MAY 29, 2018

The accounts are being opened across the country rather than being focused on the East or West Coast, which is common with other robo advisor services. Another 66 percent can’t pass a basic financial literacy test,” Kerner said in the interview.

Financial Literacy 40

Financial Literacy Advisors Accounts Finance 40

Fintech Review

DECEMBER 12, 2023

Whether it’s making payments easier, providing financial literacy tools, or any other solution, your service should fulfill a genuine need. Talk to a Strategic Advisor The post 5 Things to Consider Before Starting a Fintech Business appeared first on Fintech Review. Need help getting started?

FinTech 59

FinTech Legal Financial Literacy Regulations 59

Fintech News

OCTOBER 28, 2024

The solution includes collateral-free loans for migrant workers, seamless integration with InDrive for vehicle financing, affordable health insurance packages, refundable airline ticketing, and a pioneering all-women Digital Ambassador programme to promote financial literacy.

AI 108

AI FinTech Innovation Payment APIs and Integration 108

Nanonets

APRIL 3, 2024

And, just like Robinhood and commission-free trading democratized trading and investing, ChatGPT is also capable of democratizing wider financial literacy by making complex topics easily understood and digestible.

Finance 52

Finance Use Case Fed Financial Analysis 52

Fintech Labs Insights

JUNE 27, 2016

Financial literacy app. Tags: Consumer, advisors, investing, trading, deal management. Source: Crunchbase. Crowdsourced investment information. Latest round: $30 million Series D. Total raised: $57.2 HQ: Toronto, Ontario, Canada. Source: Crunchbase. TransferWise. International funds transfer network. Total raised: $116.4

FinTech 17

FinTech Advisors Underwriting Funds Transfer 17

Fintech Labs Insights

DECEMBER 14, 2015

Wealth-management platform for financial advisors. Financial platform for underbanked. Tags: Remittances, PFM, financial literacy, MasterCard (sponsor). Source: Crunchbase. Latest round: $2 million. Total raised: $5 million. HQ: San Francisco, California. Source: Finovate. Cookies Labs. P2P payments. Rippleshot.

FinTech 17

FinTech Underwriting P2P Advisors 17

Fintech Labs Insights

AUGUST 1, 2016

Bluescape offers large financial services companies a highly interactive, visual collaboration platform that uses real-time, cloud-based architecture that’s ultra-scalable, all-capturing and accessible anytime from any device. ebankIT’s platform offers financial institution clients an omnichannel experience.

Payment APIs and Integration 20

Payment APIs and Integration Online and Mobile Banking API Advisors 20

FICO

FEBRUARY 12, 2023

Frame your financial literacy content accordingly. Watch FICO's Darryl Knopp and Alex Johnson , Director of Fintech Research at Cornerstone Advisors, discuss digital transformation in fintech and banking based on their ebook "11 Commandments of Digital Banking." Always be respectful of the time customers give you.

Posting 52

Posting Online and Mobile Banking Credit Limit Risk 52

Fintech Labs Insights

DECEMBER 10, 2020

MX Technologies Product : Personal financial management & digital banking platform. . . Zogo Finance Product: Financial literacy program for kids. . Everplans Product : Financial advisor customer engagement. . . owl.co Product : KYC/AML tool. . . . . . FinovateSpring (May 2019).

FinTech 15

FinTech NOV Financial Literacy Breach 15

Fintech Labs Insights

DECEMBER 10, 2020

MX Technologies Product : Personal financial management & digital banking platform. . . Zogo Finance Product: Financial literacy program for kids. . Everplans Product : Financial advisor customer engagement. . . owl.co Product : KYC/AML tool. . . . . . FinovateSpring (May 2019).

FinTech 15

FinTech NOV Financial Literacy Breach 15

Fintech Labs Insights

JUNE 30, 2020

MX Technologies Product : Personal financial management & digital banking platform. Zogo Finance Product: Financial literacy program for kids. Everplans Product : Financial advisor customer engagement. owl.co Product : KYC/AML tool. FinovateSpring (May 2019).

FinTech 12

FinTech NOV Online and Mobile Banking Financial Literacy 12

Fintech Labs Insights

SEPTEMBER 25, 2020

MX Technologies Product : Personal financial management & digital banking platform. Zogo Finance Product: Financial literacy program for kids. Everplans Product : Financial advisor customer engagement. owl.co Product : KYC/AML tool. FinovateSpring (May 2019).

FinTech 12

FinTech NOV Financial Literacy Product 12

Fintech Labs Insights

AUGUST 22, 2024

Africa 2018 (Cape Town): Bambu (CLOSED): Raised $13M, for its robo-advisory services OUTvest (acquired by Alexforbes): Online investment advisor, strong growth through user-friendly platform and competitive fees. YUKKA Lab : Financial news analytics platform, enhancing investment decisions with AI.

Online and Mobile Banking 15

Online and Mobile Banking Acquirers Payment APIs and Integration AI 15

CB Insights

OCTOBER 26, 2020

While Spotify still worked with a few investment banks to help organize the logistics behind the unconventional deal, those advisors made a small fraction of what they would have on an IPO — only reaching about $30M among the 3 banks, according to The Wall Street Journal. BOUTIQUE BANKS.

Underwriting 78

Underwriting Research Online and Mobile Banking Non-Bank 78

CB Insights

MAY 15, 2019

This program provides free wearable tech to local schoolchildren that helps teach them about financial literacy, monitoring their daily spending and savings habits. JP Morgan Chase — Financial solutions Lab. Key people: Carla Harris, Vice Chairman, Global Wealth Management, & Senior Client Advisor. Founded: 2015.

Innovation 78

Innovation Finance Online and Mobile Banking Blockchain 78

The Fintech Times

NOVEMBER 17, 2024

Previously, investing was only available to elites, highly financially educated people or those who could afford a financial advisor. In the not-too-distant past, calling up their advisor or waiting for an annual portfolio email was the only way to get an update.

Financial Inclusion 59

Financial Inclusion Financial Literacy Micro-Entry Advisors 59

The Fintech Times

JANUARY 16, 2025

.” Building and maintaining trust Judy Bloch , VP, industry executive advisor for financial services at customer and employee experience experts Medallia , explains: Money – and our assets – are inherently personal. For instance, clear communication and fair pricing are a must.

FinTech 88

FinTech Advisors AI Underserved 88

The Payments Association

FEBRUARY 17, 2025

In practice, open finance is already powering a new generation of financial tools and services, including: Alternative lending platforms : connecting lenders to borrowers with shared data informing a persons suitability for specific products and their creditworthiness. Clearly, banks have exciting opportunities to innovate and grow.

Finance 88

Finance Innovation Payment APIs and Integration API 88

The Fintech Times

JANUARY 30, 2025

Its incredibly validating for our platform to be partnered with the largest financial counselling association in the US so early in our journey, and it’s an incredibly meaningful collaboration that extends Pieres mission to make financial literacy and tools accessible to everyone, regardless of their prior knowledge.

Financial Literacy 45

Financial Literacy AI Finance Advisors 45

The Fintech Times

MAY 15, 2025

With the backing of BNY , Lunate and ADQ , Alpheya provides an AI-driven wealth management platform that helps banks, asset managers and investment advisors deliver personalised financial services to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals in the GCC market.

Financial Literacy 45

Financial Literacy FinTech Innovation Embedded Finance 45