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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

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

A Toronto-Dominion Bank (TD) sign is seen outside of a branch in Ottawa, Ontario, Canada, May 26, 2016. REUTERS/Chris Wattie

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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

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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

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He’s building robo investors to fill a trillion-dollar hole in Japanese society

By  for TechInAsia

“Individual investors in Japan, especially those above 60 years of age, prefer to keep their savings in the bank,” exclaims Kazuhisa Shibayama, founder of WealthNavi. “There’s over 17 trillion dollars of personal wealth lying idle, sleeping.” (more…)

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

December 9, 2016

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German online wealth management platform Cashboard scores €3M Series A

By  for TechCrunch

Cashboard, an online wealth management startup based in Berlin, has closed €3 million in Series A funding. The round was led by Digital Space Ventures, with participation from existing investors Redalpine Capital, Earlybird, and 500 Startups. Other previous backers include Makers, and ProSiebenSat.1. (more…)

Deals, Fintech news, PFM/PFP services

November 23, 2016

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What We Learned About Robo-Advisors in the Last 19 Months

By Amit for LTP

Hundreds of startups are trying to shake up the investment world with the so-called robo-advisor offering, and that is nothing new. The incumbents have not only taken notice but also embraced and latched on to the opportunity. (more…)

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

November 21, 2016

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True Link Financial raises $3.6 million more to further help retirees protect their money

By  for VentureBeat

The world of technology and finance is rapidly changing, opening up not only new opportunities but also new pitfalls. Retirees are among the most vulnerable groups, and True Link Financial wants to be the service to protect their money. To do that, the company has raised an additional $3.6 million in venture capital, led by Kapor Capital and Cambia. (more…)

Deals, Fintech news, PFM/PFP services

November 21, 2016

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Wells Fargo partners SigFig on rob-advisor service

By Finextra

Wells Fargo is working with San Francisco-based wealth management technology startup SigFig on a digital advisory service that the bank will begin piloting next year. (more…)

AI / Machine Learning / Big Data, Banks, Bots, Financial Markets / Trading, Fintech news, PFM/PFP services

November 16, 2016

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The rise of the fintech bots

By  for VentureBeat

Want to know if chatbots are gaining ground on apps? Look at the data. A Citi analyst, for example, reported that bots are growing at a much faster pace than mobile apps did at this same stage. In the realm of personal finance, bots have the real potential to radically improve the way we manage our money, weaving financial decisions into the fabric of our daily lives and giving us immediate insight into the long-term effects of our spending, savings and investing habits. (more…)

About, Bots, Fintech news, PFM/PFP services

November 14, 2016