Tagged: financial management

PayPal Partners with Even, a Salary On-Demand Platform, so that Employees Can Get Paid Early to Meet Expenses

PayPal (NASDAQ: PYPL) has partnered with Even, a salary on-demand platform, so that all of the payment giant’s US workers can get paid early and can also access a budgeting tool via an app. PayPal’s partnership with Even has come after PayPal Ventures took part… Read More

Fintech Firm Truebill Secures $17 Million in Capital to Launch Personal Finance Management App

Truebill has secured $17 million in capital through a Series C investment round in order to help it with growing from a subscription management service to a comprehensive personal financial management (PFM) app. Truebill’s round was led by Bessemer Venture Partners. Eldridge, Cota Capital, Firebolt… Read More

Bengaluru based Fintech Startup Walrus Is Launching Personalized Debit Card for Teenagers to Encourage Better Money Management

Bengaluru based Fintech startup Walrus is launching a personalized debit card for teenagers. The company says it wants to help teens become financially “smart” from a young age so that they are able to effectively manage their finances as they get older and have more… Read More

Polish Fintech Symmetrical.ai, which helps Employees Maintain Financial Wellbeing, has been Issued Small Payment Institution License

Polish-British Fintech Symmetrical.ai, which helps employees maintain financial well-being, has been issued a small payment institution license. The company said that the new permit should allow it to make Symmetrical-backed salaries “even faster, more flexible, and empowering.” Currently, there are 69 different small payment institutions… Read More

Money Management: Bank of America to Offer New Tool for Setting and Keeping Track of Financial Goals

Bank of America or BoA (NYSE: BAC) has introduced a digital tool, called Life Plan, which aims to help clients with setting and keeping track of their financial goals. The new tool is now available through the BofA’s digital banking app and official website. Life… Read More

Financial Management Company Qori Capital Applies to Become an Affiliate Member of DeFi Money Market

Qori Capital, a financial management company that ran the largest fund in Peru, recently announced it has applied to become an affiliate member of DeFi Money Market (DMM), the decentralized protocol and ecosystem that brings earned interest back into the global monetary system. Qori reported… Read More

Michael Gerber: CEO at Fintech Firm 360F Explains How Consumers can Benefit from Effective Financial Planning and Investment Strategies

Michael Gerber, CEO of 360F, a Fintech firm that offers automated financial advice, has been focused on expanding the company’s operations into the MENA region. Gerber previously worked as the Managing Partner and CEO of a globally active management consultancy company. His professional career began… Read More

Fintech Harvest to Offer AI and Machine Learning enhanced Financial Wellness Reports

US-based Fintech firm Harvest is reportedly planning to transform the existing credit scoring systems. Like many other Fintechs, Harvest will be using artificial intelligence (AI) and machine learning (ML) algorithms to offer clients a dynamic view of their financial profile. This should help people with… Read More

UK Fintech Rosecut, which Offers Wealth Management Services, Introduces Free Tools for Managing Finances

Rosecut, a wealth management service provider, has introduced free tools that were previously available only to high-net-worth-individuals (HNWIs). The Fintech company’s wealth management software suite has been designed to help clients with planning how to achieve their financial goals or objectives. The Wealthtech suite allows… Read More

Australian Digital Banking Challenger Alex Is Planning to Secure $7.1 Million via Series B Round

Australia based Alex, a digital banking challenger, is reportedly planning to secure about A$10m (appr. $7.1 million) in capital through a Series B investment round. As first reported by the Financial Review, Alex’s team of senior management professionals have been focused on acquiring additional funding by approaching various… Read More

Australian Fintech WeMoney Secures $2 Million in Seed Funding to Launch Financial Wellness Platform

Dan Jovevski, a Fintech professional and former banker at National Australia Bank (NAB), has reportedly helped his company, WeMoney, with securing $2 million in capital in order to provide a service that helps young consumers with making better financial decisions. As reported by the Financial… Read More

Razer Fintech and Franklin Templeton to Offer Digital Wealth Management Services to Millennials in Singapore and other Asian Countries

Razer Fintech has teamed up with Franklin Templeton in order to develop various digital wealth technology or Wealthtech tools for younger consumers. Franklin Templeton’s Singapore based subsidiary, Templeton Asset Management, and Razer Fintech, the financial division of Razer Inc, have committed to a Memorandum of… Read More

California based Fintech Wealthfront, which offers Robo-Advisory Services, Introduces “Self-Driving” Money

California-based Fintech firm Wealthfront, a Robo-Advisor that had been focused on becoming a digital bank, has revealed that it has introduced what it calls, the “first Self-Driving Money” service. As mentioned in an update shared with Crowdfund Insider, Wealthfront’s new, free-to-use service, Autopilot, will automate… Read More

Banking Challenger Branch and Fintech Plaid are Helping US Consumers Make Informed Financial Decisions with Real-Time Data Insights

Banking challenger Branch has teamed up with Fintech solution provider Plaid to offer users access to real-time data across their applications. Instead of taking several business days for financial transactions to appear on various apps, the new integration should allow service providers to send transaction… Read More

Singapore Fintech Atlantis Introduces Digital Bank in India, will Focus on Serving Millennials and Gen Z Consumers

Singapore based Fintech firm Atlantis has reportedly launched a digital bank in India. The company’s business aims to target the estimated $15.7 billion global Millennial banking market. The neobank will mainly focus on serving Millennials (people born around 1980 to 1996) and Gen Z (born… Read More

German Digital Bank N26 Aims to Offer Experience that Fits Modern Lifestyles, Celebrates 1 Year US Launch

Germany-based digital bank N26, which offers a mobile banking platform, is celebrating its one year anniversary in the US with almost 500,000 customers. As mentioned in a release shared with Crowdfund Insider: “Since announcing its public US launch in partnership with Axos Bank in August… Read More

As Fintech Zopa Launches UK based Bank, Debt Advice Charity StepChange to Provide Free Debt and Money Management Tools to Customers

UK-based StepChange, a leading debt advice charity, reportedly helps more than 600,000 consumers by offering free-of-cost, “impartial” debt advice every year. The company claims that it sees first hand how talking openly about money management problems can help people, which is why the team at… Read More

Brazil’s Money Management Fintech Allya to Use Machine Learning to Create Digital Assistant for Financial Advice after Successful Seed Round

Saving money and effectively managing monthly earnings or income should be a key priority for company employees, however, they usually don’t have access to the appropriate tools to make informed decisions regarding how to manage their finances. Brazil-based Fintech firm Allya, which aims to help… Read More

Kuala Lumpur Fintech Versa, which Offers Digital Cash Management Solution, Appoints Two Key Board Members

Malaysia-based Fintech startup Versa Asia Sdn Bhd, which offers an app to manage and preserve idle cash, revealed on August 14, 2020, that it has appointed key board members. According to a statement from Versa, the Fintech firm has appointed Datuk Noorazman Abd Aziz and… Read More

UK Fintech Sync., a Bank Account Aggregation and Financial Management Service, Secures £5.5 Million in Seed Funding

London-based Sync., a bank account aggregation and personal financial management service established by Ricky Lee, who’s Revolut’s former head of product design and strategy, has secured £5.5 million through a seed funding round as the company plans to further expand its operations into European. Sync…. Read More

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