Tagged: financial management

October 19, 2021 @ 9:10 pm By Omar Faridi  |  

CAIS, the alternative investment platform, and Digital Asset, the creators of the Daml multi-party application platform, have confirmed  a working collaboration to “explore specific use cases for blockchain, distributed ledgers, and smart contracts at the intersection of wealth management and alternative investments.” The two firms… Read More

October 19, 2021 @ 7:35 am By Omar Faridi  |  

GoHenry, a pioneer in kids’ debit cards, money management, and financial education, has introduced Money Missions, which aims to accelerate the firm’s ambitions to bridge the gap in early financial literacy for Gen Z and Gen Alpha “with a gamified educational experience integrated into the… Read More

October 7, 2021 @ 4:47 pm By Omar Faridi  |  

Teenagers can be quite the experts when it comes to spending money. The problem is, many never really learn how to save their money, manage it effectively, and make it grow over an extended period of time. A third or over 30% of US teenagers… Read More

September 29, 2021 @ 8:28 am By Omar Faridi  |  

WealthKernel, the Wealthtech platform of digital investment solutions, reveals that it has teamed up with Topia, a UK-headquartered app provider that aims to empower Millennials who want to reach financial freedom and retire early. Through the partnership, Topia will be using WealthKernel’s investing API and… Read More

September 22, 2021 @ 9:00 am By Omar Faridi  |  

Pascal Wealthtech reveals that after “careful” consideration by the Selection Committee, they’ve been accepted into the NextSteps Program & Pitch Competition by BCF Ventures and MNP. An “exclusive” program meant to assist early-stage Canadian tech firms with achieving their growth objectives, the selection to participate… Read More

September 20, 2021 @ 2:22 pm By Omar Faridi  |  

UK-based digital bank Monzo says that it already makes it easy for clients to manage their spending and ensures that they have funds set aside for settling bills and adding to their savings. Monzo, which is under investigation for possible money laundering activity and posted… Read More

September 10, 2021 @ 11:58 pm By Tony Zerucha  |  

Nuula, a Canadian Fintech company focused on small businesses, today announced $120 million in new funding. The total consists of $20 million in equity funding led by Edison Partners and a $100 million credit facility provided by funds managed by the Credit Group of Ares… Read More

September 8, 2021 @ 4:43 pm By Omar Faridi  |  

As part of its increased B2B focus and overall business strategy, Netspend is introducing the Netspend Earned Wage Access platform and mobile app, which will enable companies to provide their workers with on-demand access to accrued wages or earnings that the employees have already earned… Read More

September 5, 2021 @ 6:32 pm By Omar Faridi  |  

StashAway, a digital wealth management platform, has officially launched in Thailand, which marks a completely new overseas market for the Singapore-headquartered Fintech firm. StashAway, which mainly offers Robo-advisory services, has already established operations in Dubai, Hong Kong, and Malaysia. The StashAway platform, currently accessible to… Read More

August 31, 2021 @ 11:47 pm By Omar Faridi  |  

Switzerland-based digital banking challenger Yapeal has a new virtual banking service for children and younger people in general. Called Yapini, the new product offering is meant to support financial management services for young clients. As noted by the Yapeal team: “Yapini is a digital account… Read More

August 26, 2021 @ 7:44 pm By Omar Faridi  |  

SIMON Markets LLC, a Fintech firm transforming the digital wealth management sector via its  platform for financial professionals, reveals that it has teamed up with NYDIG—a tech and financial services company “dedicated” to Bitcoin—in order to launch “first-to-market” Bitcoin education “designed for wealth managers, and… Read More

August 20, 2021 @ 12:27 pm By Omar Faridi  |  

MX, the financial data platform and leader in modern connectivity, reveals that it’s assisting Goalry, a finance platform and “virtual goal mall,” with enabling its clients to take control of managing their finances. With MX‘s data platform to power its comprehensive solution, Goalry clients may… Read More

August 17, 2021 @ 8:31 am By Omar Faridi  |  

iSpent19 is pleased to confirm the rollout of its money management app that’s meant to offer UK users with a new way of monitoring and managing their funds via transaction personalization and sharing. …and WE ARE OFFICIALLY LIVE! 🥳 It is with great pleasure to… Read More

August 14, 2021 @ 1:11 pm By Omar Faridi  |  

Nearly 80% of European investors now use digital tools to keep track of their expenses, according to an update from Croatian peer-to-peer lender Robo.cash. Robo.cash notes in a blog post that 78.9% of investors have been monitoring their spending or transactions via an app or… Read More

August 6, 2021 @ 5:34 pm By Omar Faridi  |  

Sensibill has teamed up with CAARY in order to bring “robust” digital finance solutions to SMEs. Through the partnership, CAARY and Sensibill aim to assist Canadian businesses with tracking their spending and managing their finances. As stated in the announcement: “We’re pleased to share that… Read More

August 3, 2021 @ 5:57 pm By Omar Faridi  |  

LendingClub Corporation (NYSE: LC), the parent firm of LendingClub Bank, the leading digital marketplace bank in the US, has shared key findings from its second Reality Check: Paycheck-To-Paycheck research series. The first report revealed that most US residents (54%) are living paycheck-to-paycheck; this second August… Read More

July 30, 2021 @ 6:07 pm By Omar Faridi  |  

InvestorEQ, the powerful behavioral finance tool at the core of Pascal’s integrated digital wealth management platform, is currently available as a “standalone” tool for financial advisors. Powered by Syntoniq, global leaders in behavioral science, InvestorEQ leverages “scientifically validated” psychometric modules in order to assist financial… Read More

July 22, 2021 @ 8:50 am By Omar Faridi  |  

LGT, a global private banking and asset management group that is owned by the Princely House of Liechtenstein, has reportedly decided to acquire a minority stake in Germany’s digital wealth manager LIQID. As noted by its management: “LIQID is a digital wealth manager that offers… Read More

July 7, 2021 @ 7:58 am By Omar Faridi  |  

UK-based Creditspring, the Financial Conduct Authority-regulated consumer credit solution provider, now claims around 50,000 members since it launched operations back in 2016. This is a key milestone for Creditspring, a company that aims to improve the financial wellbeing of 100,000 members by the end of… Read More

July 6, 2021 @ 4:25 pm By Omar Faridi  |  

Dozens, an established financial institution, is set to offer digital receipts with item-level data to clients via their banking apps. Customers that have activated Flux should get an automatic digital receipt in their transaction feed each time they make a purchase at a participating retail… Read More