Independent Banker

NOVEMBER 24, 2014

And she has no plans of slowing down anytime soon. “I We help people and we support them in their businesses. She grew up in a small town in Eastern Tennessee. Right away Summit Bank’s core customers were doctors, small-business executives and entrepreneurs.

Oakland 98

Oakland Community Bank Community Industry 98

William Mills

MAY 11, 2016

Jeff Helm (Director, Account Services). The portal provides crowdfunding investments, and syndication services, bringing together franchisee/investors (funders) with franchisor/franchise investments (deals). Franchising – Investment platform for companies such as fitness, health and beauty, restaurants, etc. ^KT.

Video 40

Video Mobile social media Analytics 40

Fintech Labs Insights

APRIL 17, 2016

Envestnet offers wealth management technology and services to help advisory firms leave brokerages and compete with large financial institutions. ” Advisor Now offers a set of white-labeled tools that help end clients monitor investments, track net worth, edit budgets, and securely communicate with their personal advisor.

Tools 12

Tools Management Millennials Chicago 12

Fintech Labs Insights

AUGUST 11, 2016

Financial services comparison portal. 401(k) investment account provider. Digital wealth management platform. Accounting software for small businessess. Tags: Institutions, investing, security, fraud, traders, stocks, artificial intelligence. Source: Crunchbase. Building tracking stocks for professional athletes.

Fintech 12

Fintech Company San Francisco New York City 12

CB Insights

SEPTEMBER 10, 2019

Download the free report to find out how fintech is shaping the future of wealth management and investing. Millennials are “the most likely generation to use both online (92%) and mobile channels (79%)” for banking — and finance companies are aligning their services to reflect that preference. From big banks to big tech.

Millennials 77

Millennials Mobile Lending Cards 77

Fintech Labs Insights

SEPTEMBER 4, 2015

Australian alt-lender to small businesses. Mobile remittance service. Tags: Investing, P2P, person-to-person, markeplace. . ——– Here are the fundings from 29 Aug to 4 Sep by size: Prospa. HQ: Sydney, Australia. Latest round: $60 million Series B. Total raised: $60+ million. Source: Crunchbase.

Company 12

Company Fintech South Carolina San Francisco 12

Fintech Labs Insights

MARCH 1, 2016

Receivables financing for small business. Loan application & document sharing service. 401(k) platform for small businesses. Online marketplace for real estate investing. Tags: SMB, payments, investing, remittances, FX, discovery, lead gen. billion in the same period last year. Total raised: $26.5

New York City 12

New York City Company Fintech San Francisco 12

William Mills

SEPTEMBER 7, 2016

From Website: Aleo is a place where you can buy and sell various products and services. Demo: A Wealth Management Company (ACME)– GoodData can embed analytics directly in ACME’s dashboard. Personalized savings plan (good), using various savings accounts and how much people need to save to reach their goal.

Mobile 40

Mobile Cards Fraud Data 40

Fintech Labs Insights

SEPTEMBER 1, 2016

Online payment service. Lending marketplace for small businesses. Retirement plans for small businesses. Financial planning software for advisors. Tags: Adviosrs, wealth management, trading, investing. Latest round: $15 million Series B. Total raised: $15 million. HQ: Singapore.

New York City 18

New York City Company Fintech Comparison 18

Fintech Labs Insights

JULY 16, 2015

Advisor Software uses APIs and apps in a hybrid cloud architecture to steer investment advisors away from traditional wealth management software that’s too rigid, difficult to integrate, expensive, and hard to scale. See you there! Hedgeable’s NEXT Partner Network makes private banking platforms available to millennials.

Company 12

Company Mobile Software Big Data 12

Fintech Labs Insights

AUGUST 1, 2016

Alt-lender to small businesses. Alt-lending to small businesses. Alt-lender to small businesses. Crowdsourced investment rating service. Tags: SMB, capital raising, VC, venture capital, p2p, peer-to-peer, investing. Latest round: $33 million Series D. Total raised: $60.15 LendingKart.

Company 12

Company Fintech New York City Lending 12

Fintech Labs Insights

APRIL 25, 2016

Wealth managment platform. Small business marketplace lender. Bitcoin trading services. Car insurance renewal service. Tags: SMB, consumer, factoring, trade finance, invoicing, investing, P2P, peer-to-peer credit. Source: FT Partners. XP Investimentos. P2P lending platform. Latest round: $130 million.

San Francisco 12

San Francisco Fintech Company Lending 12

CB Insights

OCTOBER 4, 2018

As the financial affiliate of Chinese e-commerce giant Alibaba Group , Ant Financial encapsulates a fintech ecosystem that starts with its dominant mobile payments service, Alipay, and expands into credit scoring, wealth management, insurance, and lending. It considers tech services to be an enormous market opportunity.

US 78

US Fintech Mobile Regulation 78

CB Insights

SEPTEMBER 4, 2019

But over the next few decades, Generation Y will enter its prime spending years — and it’s set to receive $30T in wealth from baby boomers and Gen X. This transfer of wealth has already begun transforming a range of industries. Source: Bruce Mars/Pexels. Michel Karam, founder and CEO, müvTravel.

Millennials 78

Millennials Industry Branding social media 78

CB Insights

OCTOBER 31, 2017

During this process, it became clear that creating an effective manufacturing and distribution system for a nationwide customer base requires infrastructure that we cannot achieve on our own as a standalone business. Jawbone Health will service Jawbone’s devices going forward, said the person. For that I’m incredibly sorry.

Company 78

Company US San Francisco Capital 78