Post Tagged with: "Investment"

3 Startups to Watch: Bond Street, EquityZen, Romit

3 Startups to Watch: Bond Street, EquityZen, Romit

by September 28, 2016 at 12:14 pm 0 comments

If you look hard enough, you can find a startup for anything nowadays: you can exchange diamonds through the world’s first P2P diamond exchange, for example, buy a handbag in installments, and invest in big data companies one five-dollar micro-investment at a time, probably all without leaving your house (or even gettingRead More

3 Startups to Watch: Mt. Merchant, Blockchain Angels, ILI

3 Startups to Watch: Mt. Merchant, Blockchain Angels, ILI

by April 13, 2016 at 12:51 pm 1 comment

Last week, we took a cursory survey of startups working to fill the under-leveraged niches of the fintech world. Today’s roster ranges from an artificial intelligence data analytics service for brick-and-mortar stores to expand into e-commerce, to providing the crash course most of us unfortunately still need to understand what the heckRead More

Half of Investors Allocate Capital to Marketplace Lending, Survey Shows

Half of Investors Allocate Capital to Marketplace Lending, Survey Shows

by April 11, 2016 at 6:14 pm 1 comment

Investors see a sunny future for marketplace lending, according to a survey released today by Richards Kibbe & Orbe LLP (RKO) and Wharton Fintech. The results of the survey, titled 2016 Survey of U.S. Marketplace Lending, show that half of investors surveyed have capital allocated for marketplace lending. The year prior, just 29% had investments in the space. TheRead More

Top 5 Fintech Raises: Betterment, Chase Bank, Bitt, and More

Top 5 Fintech Raises: Betterment, Chase Bank, Bitt, and More

by April 4, 2016 at 1:12 pm 2 comments

Fintech is far from a U.S.-only phenomenon, as this week’s top funding rounds make clear. The week’s top raises runs the gamut from online investments to the integration of Africa’s growing financial space; from the analysis of loan quality and security to the ever-more transparent P2P sector; to providing access to the vastRead More

Square Capital Moves Beyond Cash Advances to ‘Flexible Loans’

Square Capital Moves Beyond Cash Advances to ‘Flexible Loans’

by March 28, 2016 at 3:33 pm 0 comments

Is it best to dip a toe in the water, or jump in for a cannonball? According to Square, a slow and constant march into the wading party beats both. The payments company announced today it would move beyond cash advances into a more general loan product. This may meanRead More

get the analytical assist.

3 Startups to Watch: Invest Tech Takes the Stage

by March 16, 2016 at 12:56 pm 3 comments

This week’s Startups to Watch are pushing progress in different sectors. Respectively, these companies provide retirement options for staff at small businesses; a trading tool; and a digital wealth management adviser. However, at their core all three are about investments, and how to leverage a small advantage into a major leadRead More

A portion of GuardVest's sample portfolio report card

GuardVest Aims to Shine a Light on Investment Fees

by February 16, 2015 at 2:54 pm 0 comments

How much do you pay your financial advisor? Most investors have no idea — and neither do their advisors. And what return do you get on your portfolio? That’s another question most investors and again, advisors, can’t answer. These are problems. GuardVest is a new Dallas-based startup looking to solve themRead More

Betterment Adds Institutional Platform, Inks Deal With Fidelity

Betterment Adds Institutional Platform, Inks Deal With Fidelity

by October 15, 2014 at 12:31 pm 0 comments

Betterment has launched Betterment Institutional today, a platform to help financial advisors gain access to the same robo-advising tools Betterment uses for its retail wealth management. Similarly, Betterment announced that it is now working with Fidelity Institutional Wealth Services to extend Betterment Institutional to Fidelity IWS’s 3,000-plus registered independent advisors (RIA’s).Read More

Santander Amps Up Digital Overhaul with Hiring of Head of Innovation

Santander Amps Up Digital Overhaul with Hiring of Head of Innovation

by September 24, 2014 at 12:24 pm 1 comment

Read our exclusive interview with Brad Leimer, Santander Bank’s new Head of Innovation for North America.

Innovation in the Asset Management industry

by June 3, 2014 at 12:09 pm 0 comments

While other sectors attract more mainstream press attention (payment, retail banking), the asset management industry is also deeply affected by “software eating the world”. Asset Class Competition Traditional asset management companies are increasingly facing competition on both sides of the performance scale….