Tagged: personal finance

July 12, 2022 @ 11:41 pm By Omar Faridi  |  

More than 90% of UK consumers with a retirement saving pot have said they would “consider using a digital dashboard to get a consolidated view of their total pensions, savings and investments.” This, according to a report by TISA (The Investing and Saving Alliance) and… Read More

July 2, 2022 @ 12:22 pm By Omar Faridi  |  

Structure.fi, a global financial platform that recently raised $20 million to offer its mainstream audience a mobile-first personal finance tool capable of transacting seamlessly across all asset classes, announced that the government of the British Virgin Islands (BVI) and the BVI Financial Services Commission (FSC)… Read More

June 22, 2022 @ 8:01 am By Omar Faridi  |  

UK’s AI-enhanced personal finance chatbot Cleo has achieved a $500 million valuation following an $80 million round, according to an update shared by Sky News. The investment round, which has been announced around 18 months after a $44 million fundraise by Cleo, was joined by… Read More

June 21, 2022 @ 3:17 am By Omar Faridi  |  

Steven, which keeps track of costs shared between friends and family, and are on a mission be the “number 1 solution” for controlling your personal finances in Sweden and in their target markets, has secured 114% (€685,470) of its €600,000 target (at the time of… Read More

May 30, 2022 @ 11:21 am By Omar Faridi  |  

  Hardbacon, a personal finance application used by more than 38,000 Canadians, has launched an equity crowdfunding campaign through the FrontFundr portal “where it has secured no less than $422,829 in the first 24 hours.” As part of the campaign, Hardbacon has “obtained $303,965 in… Read More

May 5, 2022 @ 6:39 pm By Omar Faridi  |  

Truist Financial Corporation (NYSE: TFC) recently announced it has now acquired Long Game, the gamified finance mobile app that is “changing the way people save, learn and engage with their finances.” As mentioned in the update, Long Game transforms how users “engage with their bank… Read More

April 6, 2022 @ 9:07 pm By Omar Faridi  |  

Plinqit, the “only” savings platform of its kind that pays users for learning about personal finances, has appointed Peter Petras as VP, Sales & Partnerships. Petras’ addition “follows the company’s significant growth as consumer demand accelerates.” Petras joins Plinqit with more than 20 years of… Read More

January 12, 2022 @ 10:32 am By Omar Faridi  |  

We recently connected with Ben Waterman, COO and Co-founder, Strabo App, a cloud-based platform that helps you link multiple accounts from around the world in one dashboard. The Strabo App reportedly tracks all the money you own and owe, while providing you with a holistic… Read More

January 3, 2022 @ 11:45 pm By Omar Faridi  |  

From the very beginning, HMBradley claims that it was built around you (the customer) – around the idea that personal finances should be “empowering and rewarding, every step of the way.” HMBradley wrote in a blog post that clients deserve a financial platform that’s “actually… Read More

December 2, 2021 @ 12:18 pm By Omar Faridi  |  

Morgan Stanley (NYSE: MS) reveals that it has teamed up with Greenlight Financial Technology, Inc. in order to bring families an “easy, convenient way to teach kids about personal finance.” All Morgan Stanley CashPlus brokerage account holders are now able to sign up for a… Read More

November 22, 2021 @ 8:39 am By Omar Faridi  |  

Blockchain or distributed ledger technology (DLT) has disrupted many industries since its launch and now it could be the turn for venture capital. We recently had the chance to connect with Hatu Sheikh, a founding member at DAO Maker — a platform opening up the… Read More

November 15, 2021 @ 10:27 pm By Omar Faridi  |  

Sarwa has confirmed the launch of Sarwa Trade, which is a zero-commission, zero-transfer-fee trading platform. Sarwa customers are able to trade stocks and exchange-traded-funds (ETFs) via an intuitive mobile app — with no commissions, no international transfer fees “from local AED accounts, and no minimum… Read More

October 6, 2021 @ 7:48 am By Omar Faridi  |  

Meniga, the leader in personal finance banking solutions, has teamed up with the Portuguese national financial group, Crédito Agrícola Group, in order to introduce its green banking solution, ‘Carbon Insight’ in Portugal. Meniga’s ‘Carbon Insight’ – which becomes the first bank-based carbon footprinting solution to… Read More

September 29, 2021 @ 8:28 am By Omar Faridi  |  

WealthKernel, the Wealthtech platform of digital investment solutions, reveals that it has teamed up with Topia, a UK-headquartered app provider that aims to empower Millennials who want to reach financial freedom and retire early. Through the partnership, Topia will be using WealthKernel’s investing API and… Read More

September 9, 2021 @ 1:30 pm By Omar Faridi  |  

Crediverso, the Hispanic-owned personal finance products firm, reveals that it has introduced a bilingual platform and a financial products marketplace tool “to serve the 62M+ Hispanic consumers in the U.S., who are 2-3x more likely to be underbanked than the rest of the population,” according… Read More

August 20, 2021 @ 12:27 pm By Omar Faridi  |  

MX, the financial data platform and leader in modern connectivity, reveals that it’s assisting Goalry, a finance platform and “virtual goal mall,” with enabling its clients to take control of managing their finances. With MX‘s data platform to power its comprehensive solution, Goalry clients may… Read More

August 16, 2021 @ 9:07 pm By Omar Faridi  |  

The team at digital asset firm Gemini has released their Singapore market report, which reveals that the COVID-19 crisis led to two-thirds of investors in the Southeast Asian country to increase their cryptocurrency holdings. As noted by Gemini: “Today (August 14, 2021), we are excited… Read More

August 9, 2021 @ 9:31 pm By Omar Faridi  |  

Dubai-headquartered personal finance and investment platform Sarwa has acquired $15 million in capital through a Series B round. Abu Dhabi’s sovereign investment company Mubadala Investment Company has led Sarwa’s latest investment round. Other investors that made contributions include 500 Startups, KIPCO, Shorooq Partners, MEVP, DIFC,… Read More

July 15, 2021 @ 8:01 am By Omar Faridi  |  

Brian Barnes, the Founder and CEO at M1 Finance, notes that he’s pleased to confirm the company’s $150 million Series E round, led by Softbank’s Vision Fund 2 along with participation from existing investors. M1 Finance‘s latest investment round brings the company’s valuation to $1.45… Read More

June 23, 2021 @ 8:17 pm By Omar Faridi  |  

Stash, the subscription platform that aims to empower middle-class America to build wealth via innovative investing and banking products, has acquired PayGrade, a financial literacy platform assisting students with adopting healthy financial habits. As mentioned in an update shared with CI, the addition of PayGrade… Read More