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330

MoneyLion’s redesigned app gives personalized financial advice and instant access to personal loans

By Ryan Lawler for Techcrunch

Personal finance management app MoneyLion was created to help users save money, reduce debt and improve their credit. Today the app is being updated to provide users with more personalized information about how they can improve their financial health, as well as even faster access to personal loans. (more…)

PFM/PFP services, Wealth management

May 29, 2017

409

Micro-investing app Acorns moves into PFM territory

By Acorns

Micro-investing app, Acorns, today launched ‘My Finances’, a new feature for Australian customers that helps them better understand and control their spending habits. (more…)

Fintech news, PFM/PFP services, Wealth management

May 4, 2017

422

Banking tech platform Meniga secures €7.5 million in new funding

Digital banking technology startup Meniga has announced a funding round of €7.5 million from Industrifonden. Velocity Capital, Frumtak Ventures, and Kjolfesta also participated. (more…)

Banks, Fintech news, Mobile payments/banking, PFM/PFP services

April 12, 2017

404

Digit will charge $2.99 per month to save you money

By Khari Johnson for Venture Beat

Savings service Digit announced today that it is ending its free service, and in the next 100 days will begin to charge customers $2.99 monthly subscription fee. Using an algorithm that tracks your spending habits, Digit withdraws money over time and puts it in a savings account. (more…)

Hotnews, PFM/PFP services

April 12, 2017

Facebook Messenger AI assistant offers payments suggestions

Facebook has revamped its AI assistant for Messenger, M, letting it butt into conversations about payments to offer help with sending and requesting money. (more…)

Bots, Payment processors/providers/gateways, PFM/PFP services

April 10, 2017

395

Monzo attracts largest-ever crowd for £2.5 million round

Digital challenger bank Monzo has completed its £2.5 million crowdfund raise, attracting a record-breaking 6500 investors to the funding round on Crowdcube. (more…)

Deals, Hotnews, Influences FinTech, Mobile-first banks, PFM/PFP services

March 30, 2017

363

Japanese finance app Moneytree raises $9 million to grow enterprise business

By Masara Ikedu for VB

Tokyo-based Moneytree, the Japanese startup offering an asset managing app and cloud-based accounting soutions, announced on Tuesday that it has raised a total of 1 billion yen (nearly $9 million US) in their latest funding round. (more…)

PFM/PFP services

March 26, 2017

416

Clarity Money raises another $11 million to help users improve their financial health

By Ryan Lawler

Founded by serial entrepreneur Adam Dell, Clarity Money makes a personal finance app that aims to help users lower their monthly bills and improve their financial health along the way. Just three months after launch, the company is announcing another $11 million in funding from RRE Ventures and Citi Ventures. (more…)

Deals, PFM/PFP services

March 23, 2017

641

New Artificial Intelligence Service Plum Enables Consumers to Automatically Save, Invest & Earn More Interest on Money

By LTP Team

  • Plum brings artificial intelligence (AI) to savings and investments enabling people to automatically put money aside every couple of days.
  • Plum exists to solve UK’s £350bn savings black hole.*
  • Its new partnership with RateSetter allows consumers prepared take on risk to earn a higher rate of interest – the average return earned by RateSetter investors to date is 4.7%.

(more…)

AI / Machine Learning / Big Data, PFM/PFP services

February 23, 2017

515

Invisible PFM Will Transform Banking As You Know It

By Finextra

Personal Financial Management (PFM) has evolved greatly since its birth in the early eighties. Originally developed to bring money management into what was then a widespread technological shift to the nascent personal computer age, PFM has since become a sophisticated means of managing your money. (more…)

Analytics, Fintech news, PFM/PFP services

February 20, 2017

437

London fintech Soldo launches multi-user expense account for businesses

By TechCrunch

Soldo, the London-based fintech startup founded by Carlo Gualandri, who previously helped create Italy’s first online bank, is rolling out a new product in the U.K. today aimed at businesses who need to deploy and manage expenses across an entire company. (more…)

About, Fintech news, PFM/PFP services

February 14, 2017

628

FinovateEurope 2017 Best of Show Winners Announced

By David Penn for Finovate

After two days of live demonstrations of some of the most novel innovations in fintech, our FinovateEurope audience has made its voice heard as to which technologies represent the Best of Show. (more…)

AI / Machine Learning / Big Data, Bots, Fintech news, PFM/PFP services, Wealth management

February 9, 2017

411

Moven Announces UK Launch During FinovateEurope 2017

By LTP

Finance help app, which is aimed at millennials and anyone else who wants to better monitor their spending, takes just four weeks to launch its UK app (more…)

Fintech news, Mobile payments/banking, PFM/PFP services

February 8, 2017

469

BankMobile to add visualizations in relaunched app

By Penny Corpsman for American Banker

To help millennials who may not have a firm handle on their finances or even on math in general, Customers Bancorp is adding visualizations to its soon-to-be-relaunched BankMobile app.

(more…)

Banks, Fintech news, Mobile payments/banking, PFM/PFP services

February 4, 2017

616

Innovation under the hood will rev the engines of a fintech revolution

By  for TechCrunch

When the internet was first created in the 1970’s and 1980’s with the introduction of the ARPANET its early years were focused on the development of infrastructure and protocol — beyond the knowledge and far away from the consciousnesses of the general public. (more…)

Analytics, Banks, Cryptocurrencies, Fintech news, Global trends, Insurance, p2p-payments, PFM/PFP services

January 15, 2017

588

Miss Kaya Launches Robo-Advisor for Women in Asia

by 

Miss Kaya claims to the first licensed roboadvisor in Singapore (really true?), with Marvelstone Capital as its fund management company. Currently available to high net worth individuals, the plan is to be accessible to retail investors in the near term. (more…)

Fintech news, InspirAsia, People of fintech, PFM/PFP services, Singapore

January 13, 2017

496

PFM Clarity Money claims 40,000 downloads within first week of launch

By Finextra

One week after the launch of Clarity Money, a revolutionary personal finance app, it is now a “featured” personal finance app on the Apple App Store with over 40,000 downloads thus far.  (more…)

AI / Machine Learning / Big Data, Fintech news, PFM/PFP services

January 13, 2017

539

Fintech Philippines Infographic

By 

Check out our newest Fintech Philippines Infographic.  Also check out separate Fintech Philippines Startup Report and our Fintech Philippines Startup List. (more…)

Analytics, Blockchain, Crowdfunding/investing, Fintech news, Mobile payments/banking, p2p/online lending, PFM/PFP services

January 13, 2017

Bankin’ Raises €7M in Third Venture Capital Funding

By FinSMEs

bankin

Bankin’, a Paris, France-based finance app for people to understanding their finances, raised €7m in its third venture capital funding.

The round was led by Omnes Capital with participation from CommerzVentures, Generation NewTech and angels. (more…)

Deals, Fintech news, PFM/PFP services

January 11, 2017

560

Do or die: Robo-advice & Psychometry What drives wealth management winners in 2020?

By Diederick Van Thiel for Finextra

The wealth management challenge

The high net worth individual population globally grew to 15.36 million people in 2015. The global assets under management also grew to $ 58.7 trillion. Private banks globally however  experience a disruptive change in their markets. (more…)

AI / Machine Learning / Big Data, Bots, Fintech news, Global trends, PFM/PFP services

December 27, 2016

525

Nutmeg Closes $14.6 Million Series D Round

By Julie (@julieschicktanz) Muhn for Finovate blog

U.K.-based wealth management company Nutmeg brought its total funding to $90 million today after closing its Series D round, which was led by Taipei Fubon Bank. (more…)

Deals, Fintech news, PFM/PFP services

December 24, 2016

448

How Investing App SprinkleBit Inked A Deal To Reach Swedbank’s Millions Of Customers

By Alex Konrad for Forbes

In online banking, Nordic banks may have a head start on their U.S. counterparts. At banking group Swedbank, for example, customers made the switch to internet-based banking services in the late 1990s. So when entrepreneur Alexander Wallin looked for the first region in which to partner his social investing app, SprinkleBit, with a big bank, the Swedish native turned to home. (more…)

Banks, Fintech news, PFM/PFP services

December 24, 2016

768

Top 9 Wealthtech Startups in Singapore and Hong Kong

By

Over the last years, the growth of fintech has gained significant momentum globally, attracting US$19.1 billion in investment in 2015 alone. In Asia, fintech funding reached an all-time high, quadrupling 2014 total with US$4.54 billion in investment across 130 deals, according to a report by CB Insights and KPMG. (more…)

About, Hong Kong, PFM/PFP services, Singapore

December 23, 2016

813

Top Direct-to-Consumer Wealth Tech Plays

By Julie Muhn for Finovate blog

Our wealth tech industry coverage continues this week. We looked at the industry last week and reviewed the top trends earlier this month. Today we’re taking a look at industry players with B2C offerings– in other words, companies that market directly to consumers and not through businesses. (more…)

About, Bots, Fintech news, PFM/PFP services

December 23, 2016

914

The 7 Hottest Fintech Startups and Solutions in Vietnam

By

Vietnam is a very Internet-connected country, and with the increasing penetration of smartphones there is a wealth of opportunity for online businesses, digital agencies and application developers. (more…)

About, AI / Machine Learning / Big Data, Cryptocurrencies, eWallets, Marketing Report, Mobile payments/banking, Mobile-first banks, PFM/PFP services, Remittances, Vietnam

December 22, 2016

496

B of A to debut mobile PFM features

By Mary Wisniewski for Payments Source

Bank of America’s forthcoming mobile app update will include personal financial management features. (more…)

Banks, PFM/PFP services

December 20, 2016

416

Lloyds partners startups peddling bill payments tech and AI virtual assistants

By Finextra

Lloyds Banking Group is to test-drive technology presented by two of the ten companies participating in this year’s Startupbootcamp demo day in London. (more…)

Accelerators/Incubators/Labs, AI / Machine Learning / Big Data, Banks, Bots, Deals, PFM/PFP services, SME

December 20, 2016

516

B of A to debut mobile PFM features

By Mary Wisniewski for Payments Source

Bank of America’s forthcoming mobile app update will include personal financial management features. (more…)

Banks, Fintech news, PFM/PFP services

December 15, 2016

599

Red means stop! Banking app cuts customer spending

By David Henry for Reuters

Traffic lights don’t just work for drivers, some bank customers obey them on their smartphones too. (more…)

About, Banks, Fintech news, Mobile payments/banking, PFM/PFP services

December 13, 2016

797

Top Trends in WealthTech: From API-ization to Virtual Engagement

By David Penn for Finovate Blog

With 2017 right around the corner, what trends are likely to drive innovations in wealth management technology or Wealth Tech? (more…)

Analytics, Bots, Fintech news, Global trends, PFM/PFP services

December 10, 2016