MENU

PFM/PFP services
Category

460

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

425

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

631

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

344

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

440

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

570

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

432

How the First-Ever Blockchain Platform Aims to Connect the World’s Poor to the Global Economy

By Elena Mesropyan for LTP

With around 2 billion financially excluded people around the world and 232 million undocumented migrants internationally – a large part of which does not have a formal identification document at the new place of residence – a secure and scalable tech-power solution is required to help such a large group build a resilience to hardships.

(more…)

Blockchain, Cashless, eWallets, Fintech news, Mobile payments/banking, PFM/PFP services

November 9, 2016

402

London fintech startup Soldo launches multi-user spending account for families

By Steve O’Hear for TechCrunch

London fintech startup Soldo — founded by tech veteran Carlo Gualandri who previously helped create Italy’s first online bank — is launching a multi-user spending account. The cloud-based service, which has been 18 months in the making and is currently available in the U.K. and Italy, is designed to enable and control the flow of money inside organisations with multiple users. (more…)

Fintech news, Mobile payments/banking, Mobile-first banks, PFM/PFP services

November 8, 2016

469

An Innovative Financial Platform for Banking: Single Window Finance

By Saurabha Sahu for Finextra

This document is intended towards Banks, Financial Regulatory Authority and the Information technology organizations, who are working towards the innovative solution providing for the financial ecosystem.

(more…)

About, PFM/PFP services

November 6, 2016

fairr.de Raises Raises Series A funding Round

By FinSMEs

fairr.de, a Berlin, Germany-based corporate pensions platform, raised a Series A funding round of undisclosed amount. (more…)

Deals, Fintech news, PFM/PFP services

October 30, 2016

342

China’s Fintech Unicorn My Credit Scoops $400M Financing To Build Industry Fund

By  for TechNode

My Credit, aka 51 Credit or 51 Credit Card Manager, announced Wednesday that it has secured a $84 million USD C+ round from Harvest Capital and Yintai Group, raising company’s most recent funding to nearly $400 million USD. (more…)

China, Deals, Fintech news, PFM/PFP services, SME

October 27, 2016

532

Bank of America to roll out AI chatbot

By Finextra

Bank of America has unveiled Erica, an AI chatbot that will be available to answer queries and help the bank’s million of mobile app users make smarter spending and saving decisions. (more…)

Banks, Bots, PFM/PFP services

October 25, 2016

497

TravelBank launches expense account app that pays you for underspending

By   for TechCrunch

Employees waste tons of money through expense accounts because there’s no incentive to book flights early, stay at a modest hotel, or dine on the cheap. But a new startup called TravelBank can predict what employees should be spending on trips, help them file their expenses, and even give them cash rewards if they come in under budget. (more…)

Mobile-first banks, PFM/PFP services, SME

October 20, 2016

420

Japanese asset management startup WealthNavi raises $15M

By  for VentureBeat

Tokyo-based WealthNavi, the company offering a technology-based asset management service under the same name, announced on Wednesday that it has fundraised 1.5 billion yen (about $15 million) in a series B round. Participating companies in this round were SBI Holdings, SBI Investment, Mizuho Capital, SMBC Venture Capital, DBJ Capital, and Infinity Venture Partners. (more…)

Deals, Financial Markets / Trading, InspirAsia, Japan, PFM/PFP services

October 16, 2016

449

DriveWealth and Alkanza bring robo advisory services to Latin America

By Finextra

DriveWealth, a U.S.-based broker-dealer, is pleased to announce its partnership with Alkanza Inc., a Silicon Valley based Registered Investment Advisor. (more…)

Financial Markets / Trading, PFM/PFP services

October 12, 2016

523

UBS targets less rich Brits with robo-advisor platform

By Finextra

UBS is hoping to bring its wealth management services to a wider audience through the launch of a digital robo-advisory platform available to UK customers with as little as £15,000 to invest. (more…)

Banks, PFM/PFP services

October 10, 2016

521

These chatbots want to help you manage your money

By  Steve O’Hear for TechCrunch

Can a chatbot help you manage your money? Three London-based fintech startups are betting on the answer being yes and have jumped aboard the messaging gravy train as they seek to entice millennials to their respective platforms. (more…)

Bots, PFM/PFP services

October 10, 2016

487

New Digital Financial Assistant for Singaporeans

By FintechNews Singapore

PiSight, a Singapore based Fintech, is announcing the launch of PiMoney, a digital financial assistant platform powered by eWise´s patented account aggregation technology, Aegis. (more…)

PFM/PFP services, Singapore

October 10, 2016

441

Lighthouse Canton Launch ‘App Store’ Robo-advisor

By Fintechnews Singapore

Lighthouse Canton, an investment manager with USD400m AUM, now offer accredited investors access to hedge fund strategies without hedge fund costs, via their App Store robo-advisor. In partnership withWeInvest, a Platform-as-a-Service provider, it grants ease of access across a fully supported range of strategies, asset classes and currencies. (more…)

Fintech news, Global trends, PFM/PFP services, Singapore

October 10, 2016

387

Helping retail investors gain an edge

By Aaron Low for The Business Times

App that alerts retail investors of moves by the smart money takes top prize in early stage category. (more…)

Financial Markets / Trading, PFM/PFP services, Singapore

October 10, 2016

438

Capital One acquires online price tracker Paribus

By Sarah Perez for TechCrunch

Capital One is making another acquisition in the fintech space, this time snatching up the price tracking service Paribus, which helps online shoppers get automatic refunds when prices drop on items they purchased. Deal terms were not disclosed, but the acquisition involves bring both the team and the technology itself to Capital One. (more…)

Deals, Mobile payments/banking, PFM/PFP services, POS/mPOS and online acquiring

October 7, 2016

537

Japanese fintech company Money Forward grabs another $11m

By Peter Rothenberg for TechInAsia

Japan’s Money Forward, a personal financial management and cloud-based accounting software service, today announced a series D round of funding today for roughly US$11 million. (more…)

Deals, Japan, PFM/PFP services, SME

October 5, 2016

554

Swipe, send, secure: The best mobile payment methods in Singapore

By Duckju Kang for e27

In the last one to two years, mobile payments have taken Singapore by storm, and recent studies have shown that mobile payment transactions are growing at around 40 per cent annually. (more…)

eWallets, Mobile payments/banking, p2p-payments, p2p/online lending, PFM/PFP services, POS/mPOS and online acquiring, Remittances, Singapore

October 4, 2016

544

Bank of America to Build Its Own Robo Adviser

By Penny Crosman for American Banker

Bank of America’s Merrill Lynch unit is the newest entrant into the robo-advisory game. (more…)

Banks, Bots, PFM/PFP services

October 4, 2016

398

MacArthur ‘genius’ winner: This immigrant helps others build good credit

By Natalie Kitroeff for Los Angeles Times

Jose Quinonez crossed the border from Mexico to California when he was 9 years old, accompanied by his five siblings, driven out of his home after the death of their father and mother. Three decades later, Quinonez is set to receive one of the most prestigious honors offered to American professionals: a MacArthur Fellowship, known as a “genius” grant.

(more…)

Banks, PFM/PFP services

September 24, 2016

526

Intuit wants to turn TurboTax into a platform

By Frederic Lardinois for TC

Intuit’s TurboTax stores highly detailed financial data for millions of users who import their W2s, their banking data, info about their mortgages and more. Right now, all of this data is locked into TurboTax, but the company is now thinking about how it can do more with it by giving its users the option to share this data with reputable third parties. (more…)

Mobile payments/banking, PFM/PFP services

September 23, 2016

607

Personal finance bot Trim says it’s saved users $6 million — and counting

By Khari Johnson for Centure Beat

Since Thomas Smyth and Daniel Petkevich created the chatbot Trim to rid their personal bank accounts of forgotten but costly subscription fees seven months ago, it has helped more than 50,000 people save $6.3 million. (more…)

Deals, Fintech news, Global trends, Hotnews, PFM/PFP services

August 1, 2016

568

This husband and wife-led startup is the answer to your payroll needs

By Judith Balea for TechinAsia

The perks of being your own boss are alluring – you have the freedom to make your own decisions and control your time. But the naked truth is – and this is especially true for first-time entrepreneurs – half your time is spent on administrative crap. (more…)

PFM/PFP services

May 9, 2016

4069

15 Useful Personal Finance Management Services

Here are 15 budgeting and personal finance apps that shape the way we spend

Read our full research “Money of the Future”. Download PDF (20MB)
(more…)

Fintech news, Global trends, Hotnews, InspirAsia, PFM/PFP services

March 18, 2016

706

A 32-year-old CEO who sold her startup for more than $250 million reveals her one piece of advice for...

By Portia Crowe for Business Insider,

Alexa von Tobel is a startup founder, a New York Times best-selling author, and a Presidential Ambassador for Global Entrepreneurship. (more…)

Fintech news, PFM/PFP services, SME

February 18, 2016