Tagged: financial management

NAB Ventures Leads $6M Investment in Fintech Platform Thriday

Thriday, the “all-in-one” financial management platform, takes another leap on its mission to become the fastest way for SMEs “to manage their banking, accounting, and tax with a circa $6 million pre-Series A round led by NAB Ventures and significant participation from existing investor Lempriere… Read More

C2FO, Vic.ai to Bring AI to Early Payment Processing

C2FO, which claims to be the largest global platform for working capital, announced a  partnership with Vic.ai, a provider of artificial intelligence (AI) for autonomous accounting and financial management. Through this partnership, C2FO and Vic.ai will “provide their enterprise customers with a flexible AI-driven invoice… Read More

Guild Financial, MX to Assist Military Community with Building Personal Wealth

MX, a firm focused on the Open Finance ecosystem, recently announced that Guild Financial, an investing platform helping the U.S. military community, is “leveraging MX to enable military service members, veterans, and their families to easily and securely connect financial data to help them build… Read More

Wealth Wizards Implements Financial Wellbeing App for Royal London

Wealth Wizards has implemented a “consumer-led” financial wellbeing app for Royal London in order to help over 1.5 million new and existing workplace pension clients with their finances. Royal London has reportedly configured the Turo Wellbeing app to create a series of personalized journeys to… Read More

London Fintech Plum Introduces Debit Card Supporting Budget Control

  London Fintech Plum, Europe’s personal finance app, has introduced a debit card “to help its customers take control of their finances.” The card is Plum’s first move into spending, “consolidating its position as a comprehensive money app.” Designed to complement Plum’s budgeting features and… Read More

Wealth Analytics Firm Strabo Acquires £193,573 via Seedrs

Strabo, which aims to offer wealth analytics “at your fingertips,” has acquired 110% (£193,573) of its £175,003 target (at the time of writing) from 163 investors through its crowdfunding campaign via Seedrs (with 17 days left in the campaign). Located in London, Strabo operates in… Read More

inbestMe, a Digital Investment Platform, Acquires €2.1M+ from 160 Investors via Crowdcube

inbestMe, a “smart” digital investment platform, “simple to use” and customized to deliver “better returns with lower costs,” has acquired 140% (€2,113,386) of its €1,500,000 target via Crowdcube from 171 investors (at the time of writing). After launching in Spain back in 2017, inbestMe claims… Read More

Women who Retire at Same Time as Male Partner Might Lose £225K in Pension Savings: Report

Analysis from online pension provider, PensionBee reveals that many women could “lose out on as much as £225,000 in pension savings, should they retire at the same time as their male partner.” As men in heterosexual relationships tend to be the older partner, typically by… Read More

Financial Super App Curve Teams Up with Lewes Football Club

Curve, the financial super app which helps customers with understanding and “mastering” their finances by bringing together debit, credit and loyalty cards into one, announced a partnership with Lewes Football Club. The partnership has been born out of the brands’ goals and objectives of empowerment…. Read More

Wealth Managers Risk Failing Investors on ESG Suitability Technology: Report

Technology is too often a “blindfold” when it should be a “microscope,” Oxford Risk has warned. Wealth managers or advisers risk failing investors on suitability “by not using technology appropriately to measure ESG preferences and being caught up in the ‘green rush’,” according to behavioral… Read More

Truelytics, Blackrock to Bring “Unique” Data and Analytics to Financial Advisors

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Truelytics recently teamed up with BlackRock (NYSE:BLK) to offer advisors “access to data, analytics, and insights to manage and grow their practices.” Financial advisors need access to the most “accurate, timely, and insightful tools for helping manage their practice and improve their valuation.” To that… Read More

Financial Management Platform Formations, which Maximizes Financial Wellbeing, Secures $8M

Formations, a financial management solution that “maximizes” the financial wellbeing of the self-employed, recently announced the completion of an $8 million Series A round led by Arthur Ventures. The investment round comes on the heels of YoY growth “of 500%.” It will help Formations further… Read More

Carefull, a Digital Platform Built to Help Older Adults with Finances, and Nationwide to Support “Financial Caregivers”

Carefull, which claims to be the first digital platform built “to protect the daily finances of older adults,” has announced a pilot program with Nationwide and their Innovation team, “leveraging access to Carefull’s safe money monitoring technology.” In using its tech to support the 45… Read More

Open Banking Fintech Nordigen Teams Up with Ebitly, a Cashflow Planning Platform

Ebitly and open banking platform Nordigen have joined forces to offer financial information straight onto the program from clients’ bank accounts. Ebitly is a real-time cashflow planning platform, which is focused on giving SMEs access to smart and robust financial management tools. The program’s interface… Read More

Betterment to Provide Student Loan Management Solution

Betterment at Work recently confirmed the introduction of its Student Loan Management solution, and that it has entered into an agreement to acquire the partner and customer relationships of Gradvisor, a platform that offers “personalized” college savings plans. These two product offerings are meant to… Read More

Andy Rachleff, Co-founder at Wealthfront, Explains Why Investors Should Continue Investing in Volatile Markets

Andy Rachleff, co-founder and Executive Chairman at Wealthfront, which recently agreed to be acquired by UBS, says that we should keep investing even while the market is volatile. Andy writes in a blog post that when markets are volatile (as they are currently), investors sometimes… Read More

European Fintech bunq Adds Features to Make it Easier to Manage Money

European Fintech challenger bunq notes that managing your funds has become even easier when using their platform. The team at bunq writes in a blog post that consumers do not want to spend a lot of time on money admin, because there are so many… Read More

Hong Kong’s Cyberport Now Home to Almost 60 Wealthtech Firms Providing Diverse Solutions

According to a Securities and Futures Commission (SFC) report, Hong Kong’s asset and wealth management sectors registered an increase in AUM of more than 20% YoY, to HKD 34.9 trillion, as of end 2020. As one of the area’s most prominent wealth management hubs, Hong… Read More

Fintech Firm Truebill Explains How You Can “Reset Your Finances” for 2022

The team at Truebill notes that the new year can be a good time to “reset your finances,” and they would like to help you out with that. The company recently shared some practical ways to help improve your finances in 2022. The firm recommends… Read More

Ben Waterman: Co-founder at UK’s Strabo App Explains How their Cross-Border Personal Finance Platform Streamlines Money Management

We recently connected with Ben Waterman, COO and Co-founder, Strabo App, a cloud-based platform that helps you link multiple accounts from around the world in one dashboard. The Strabo App reportedly tracks all the money you own and owe, while providing you with a holistic… Read More

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