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293

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

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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

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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

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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

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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

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273

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

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312

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

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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

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377

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

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338

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

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266

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

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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

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303

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

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381

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

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385

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

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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

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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

U.S. Department of the Treasury Internal Revenue Service (IRS) 1040 Individual Income Tax forms for the 2015 tax year are seen in this arranged photograph taken in New York, U.S., on Wednesday, Feb. 17, 2016. The IRS began accepting 2015 individual income tax returns today and taxpayers have until Monday, April 18 to file their 2015 tax returns and pay any tax. Photographer: Michael Nagle/Bloomberg via Getty Images

362

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

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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

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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

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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

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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

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Betterment Just Made It Even Easier To Invest Money

TechCrunch: Betterment is billed as a smarter way to invest money. But as a separate investment service, getting cash to Betterment has always been a hurdle. The company today is taking the wraps off a new service that monitors an account holder’s bank account and invests cash just sitting there. Betterment says this service, called SmartDeposit, will give members more control from their money. (more…)

Fintech news, news, PFM/PFP services

July 14, 2015

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Level: Can A Budgeting App Change The Way We Bank?

Forbes: “Level is dedicated to rewriting the financial rulebook to create a secure future for the next generation.” That’s budgeting app Level Money’s stated mission, which can be found on their website’s “About Us” page. But even as lofty as that objective sounds, co-founder and CEO Jake Fuentes says the company’s sights are set even higher. (more…)

Fintech news, news, PFM/PFP services

May 22, 2015

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What Startups Can Learn From LearnVest’s $250 Million Acquisition

TECHCRUNCH: When LearnVest, one of the hottest startups in fintech, announced its acquisition by Northwestern Mutual, the $250 million deal raised some eyebrows. While this partnership may seem unlikely at first, it actually makes a lot of sense for both parties. (more…)

Fintech news, news, PFM/PFP services

May 14, 2015

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Credit Monitoring And Debt Management Service Credit Sesame Raises $16 Million

TECHRUNCH: Personal finance company Credit Sesame is announcing today that it has raised an additional $16 million in an oversubscribed Series D round of funding, with plans to raise more – as much as $20 million – in the near future. The company, a prior TechCrunch Disrupt Battlefield participant, was one of the first to market with solutions that allow consumers to monitor their credit and score, protect themselves against identity theft, and reduce their debt through credit and loan management services. (more…)

Deals, Fintech news, news, PFM/PFP services

May 12, 2015

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5 Dead-Simple Ways To Manage Your Money

Fast Company: You know you should pay more attention to your finances, right? These five options do a lot of the heavy lifting, whether alerting you when you need to pay attention to something or automatically investing your spare change. (more…)

Influences FinTech, PFM/PFP services

May 1, 2015

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Personal Finance Startup MX Pulls In $30 Million Series A Funding From USAA and Digital Garage

TECHCRUNCHMX, the personal finance startup formerly known as Money Desktop, has just inked a $30 million Series A funding deal led by a subsidiary of USAA. Tokyo-based VC firm Digital Garage also participated in the round. (more…)

Deals, Fintech news, news, PFM/PFP services

April 30, 2015

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Max Levchin: Why don’t we have needles embedded in our skin, tracking everything?

Pando Daily: An interview with Max Levchin, co-founder at PayPal, about his strive to quantify everything and how it helps in life. (more…)

PFM/PFP services

April 7, 2015