Post Tagged with: "Personal Capital"

Is Human-Robo ‘Hybrid’ Advisory the Best Way to Manage Finances?

Is Human-Robo ‘Hybrid’ Advisory the Best Way to Manage Finances?

by September 6, 2016 at 11:04 am 2 comments

Roboadvisors are hot in financial and wealth management at the moment, despite the fact that “roboadvisor” can essentially refer to any online service that generates automated investment advice. The current debate in fintech is over their use more than their classification; specifically, people are questioning whether they should be used at all,Read More

Personal Capital-BancAlliance Deal Brings Wealth Management to Smaller Banks

Personal Capital-BancAlliance Deal Brings Wealth Management to Smaller Banks

by July 15, 2016 at 10:11 am 1 comment

Wealth management has historically been a good source of revenue for banks, but it carried a significant cost, too. Smaller banks, with fewer resources, often cannot afford the employees that deliver the revenue. A new deal announced this week between wealth management firm Personal Capital and BancAlliance, a network of 200Read More

Betterment to Pivot from Investments to Managing ‘All of Your Money’

Betterment to Pivot from Investments to Managing ‘All of Your Money’

by June 9, 2016 at 11:45 am 2 comments

Six years ago roboadvising was the domain of just a few startups, but today the space is getting increasingly crowded. Betterment saw that coming since Day One (exactly six years ago), according to CEO Jon Stein. “But that’s a good thing for us, because every time one of these incumbentsRead More

Breaking Banks: FinTech Takes on Investing [AUDIO]

Breaking Banks: FinTech Takes on Investing [AUDIO]

by February 19, 2016 at 8:46 am 0 comments

JP Nicols, himself a veteran of the wealth management space, discusses innovation in wealth management on this week’s episode of Breaking Banks. He speaks to Jay Shah of Personal Capital, Derek Corcoran of Avoka, and Eric Matteson of Finovate.

Narrative Science Sets Sights on Robo Advisory

Narrative Science Sets Sights on Robo Advisory

by July 10, 2015 at 11:30 am 1 comment

Narrative Science, which transforms data into narratives, is largely focused on assisting humans in wealth management. But a new opportunity is arising in automated investing, also known as robo advising, in regards to which Narrative Science is currently engaged in several meaningful conversations. The robo advising world has been excitingRead More

Coolest Brands 2015: XigniteAggregation for Aggregators

Coolest Brands 2015: Xignite

Aggregation for Aggregators

by March 15, 2015 at 9:54 am 1 comment

Building a data-driven financial services company? You will probably end up calling Xignite at some point. The San Mateo-based startup offers on-demand financial data from the cloud to companies such as Yodlee, eToro, Personal Capital, Betterment, and Wealthfront. These are companies selling aggregation services — and doing so by wayRead More

Xignite APIs Now Powering +50 FinTech Ventures

Xignite APIs Now Powering +50 FinTech Ventures

by February 11, 2015 at 11:55 am 2 comments

APIs from Xignite, which provides back-end data integration much as Stripe provides payments integration, are powering, well, a lot of financial services ventures. Today, blogger Jim Bruene (@netbanker) tweeted that Xignite APIs are used by 40 startups that have previously presented at Finovate. Xignite lists a total of 55 companiesRead More

Personal Capital, Cardlytics Score Massive Funding

by October 29, 2014 at 5:27 pm 0 comments

The money is still flowing into FInTech startups. Two veteran players, Personal Capital and Cardlytics, both scored big today with funding rounds of $50 million and $70 million, respectively.

Top 50 ‘Disruptive’ Startups Overflowing with Fintech

Top 50 ‘Disruptive’ Startups Overflowing with Fintech

by June 19, 2014 at 5:48 pm 2 comments

Financial technology startups are taking over, and people are starting to notice. 12 fintech companies made it to CNBC’s Disruptor 50, the second year that the business network signed out companies upending traditional industries.

6 Finovate Demo-ers That Promise New Products

6 Finovate Demo-ers That Promise New Products

by August 17, 2012 at 10:25 am 0 comments

Six companies that plan to unveil new products next month.