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912

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

658

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

838

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

886

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

867

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

6620

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

978

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

1054

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

1184

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

1612

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

1116

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

1125

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

1470

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

1000

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

2662

Northwestern Mutual Buys Finance Startup LEARNVEST For $250M

FAST COMPANY: Alexa Von Tobel, whose startup LearnVest was featured on our list of the world’s Most Innovative Companies, has sold her company to Northwestern Mutual for $250 million, according to Fortune. Not bad for a personal-finance startup. (more…)

Deals, Fintech news, Hotnews, PFM/PFP services

March 27, 2015