Tagged: personal finance

May 5, 2022 @ 6:39 pm By Omar Faridi  |  

Truist Financial Corporation (NYSE: TFC) recently announced it has now acquired Long Game, the gamified finance mobile app that is “changing the way people save, learn and engage with their finances.” As mentioned in the update, Long Game transforms how users “engage with their bank… Read More

April 6, 2022 @ 9:07 pm By Omar Faridi  |  

Plinqit, the “only” savings platform of its kind that pays users for learning about personal finances, has appointed Peter Petras as VP, Sales & Partnerships. Petras’ addition “follows the company’s significant growth as consumer demand accelerates.” Petras joins Plinqit with more than 20 years of… Read More

January 12, 2022 @ 10:32 am By Omar Faridi  |  

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

January 3, 2022 @ 11:45 pm By Omar Faridi  |  

From the very beginning, HMBradley claims that it was built around you (the customer) – around the idea that personal finances should be “empowering and rewarding, every step of the way.” HMBradley wrote in a blog post that clients deserve a financial platform that’s “actually… Read More

December 2, 2021 @ 12:18 pm By Omar Faridi  |  

Morgan Stanley (NYSE: MS) reveals that it has teamed up with Greenlight Financial Technology, Inc. in order to bring families an “easy, convenient way to teach kids about personal finance.” All Morgan Stanley CashPlus brokerage account holders are now able to sign up for a… Read More

November 22, 2021 @ 8:39 am By Omar Faridi  |  

Blockchain or distributed ledger technology (DLT) has disrupted many industries since its launch and now it could be the turn for venture capital. We recently had the chance to connect with Hatu Sheikh, a founding member at DAO Maker — a platform opening up the… Read More

November 15, 2021 @ 10:27 pm By Omar Faridi  |  

Sarwa has confirmed the launch of Sarwa Trade, which is a zero-commission, zero-transfer-fee trading platform. Sarwa customers are able to trade stocks and exchange-traded-funds (ETFs) via an intuitive mobile app — with no commissions, no international transfer fees “from local AED accounts, and no minimum… Read More

October 6, 2021 @ 7:48 am By Omar Faridi  |  

Meniga, the leader in personal finance banking solutions, has teamed up with the Portuguese national financial group, Crédito Agrícola Group, in order to introduce its green banking solution, ‘Carbon Insight’ in Portugal. Meniga’s ‘Carbon Insight’ – which becomes the first bank-based carbon footprinting solution to… 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 9, 2021 @ 1:30 pm By Omar Faridi  |  

Crediverso, the Hispanic-owned personal finance products firm, reveals that it has introduced a bilingual platform and a financial products marketplace tool “to serve the 62M+ Hispanic consumers in the U.S., who are 2-3x more likely to be underbanked than the rest of the population,” according… 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 16, 2021 @ 9:07 pm By Omar Faridi  |  

The team at digital asset firm Gemini has released their Singapore market report, which reveals that the COVID-19 crisis led to two-thirds of investors in the Southeast Asian country to increase their cryptocurrency holdings. As noted by Gemini: “Today (August 14, 2021), we are excited… Read More

August 9, 2021 @ 9:31 pm By Omar Faridi  |  

Dubai-headquartered personal finance and investment platform Sarwa has acquired $15 million in capital through a Series B round. Abu Dhabi’s sovereign investment company Mubadala Investment Company has led Sarwa’s latest investment round. Other investors that made contributions include 500 Startups, KIPCO, Shorooq Partners, MEVP, DIFC,… Read More

July 15, 2021 @ 8:01 am By Omar Faridi  |  

Brian Barnes, the Founder and CEO at M1 Finance, notes that he’s pleased to confirm the company’s $150 million Series E round, led by Softbank’s Vision Fund 2 along with participation from existing investors. M1 Finance‘s latest investment round brings the company’s valuation to $1.45… Read More

June 23, 2021 @ 8:17 pm By Omar Faridi  |  

Stash, the subscription platform that aims to empower middle-class America to build wealth via innovative investing and banking products, has acquired PayGrade, a financial literacy platform assisting students with adopting healthy financial habits. As mentioned in an update shared with CI, the addition of PayGrade… Read More

June 7, 2021 @ 8:58 pm By Omar Faridi  |  

Australia-based Frollo, the “purpose-driven” Fintech firm that offers financial management and Open Banking services, has introduced a new feature for its budgeting app that allows customers to check their real time balance with Siri and the firm’s Open Banking connections. Some common use-cases for voice… Read More

May 1, 2021 @ 10:27 am By Omar Faridi  |  

Less than 6 months after its launch in Mexico’s markets, the Argentina-based Fintech firm Ualá has managed to issue over 100,000 debit cards in the country. Ualá provides a user-friendly app and various tools for effectively managing personal finances. In a recent interview with El… Read More

April 24, 2021 @ 11:37 pm By Omar Faridi  |  

A recent research study has found that a lack of proper financial education has left consumers across the UK a bit confused with how to manage their funds. The study reveals that UK residents may be dealing with detrimental effects on their confidence, mental well-being… Read More

March 19, 2021 @ 7:53 am By Omar Faridi  |  

Digital bank Chime notes that if you’ve ever tried to schedule an automatic bill payment from your bank account or received a direct deposit, then you may appreciate how convenient these transactions might be. We may be able to avoid many late fees if we… Read More

February 13, 2021 @ 6:35 pm By Omar Faridi  |  

The team at UK challenger bank Starling notes that it may be argued that “financial anxiety” is a by-product of the way that we respond to a particular situation, and not necessarily a result of the actual situation. Starling says that focusing more on what… Read More