CB Insights

FEBRUARY 15, 2018

The wealth management industry is under siege by a new crop of “robo-retirement” fintech startups disrupting retirement savings. Though 401(k)s only account for $5.28T of assets (nearly 20% of total retirement savings in 2017), they have grown dramatically, up from 2% of total retirement savings in 2007. First Name.

Management 50

Management Fintech Guidelines Strategy 50

PYMNTS

DECEMBER 10, 2018

The year is 2007. Capital One made the headlines then – a genius move, many called it at that time, for an issuer that lacked demand in deposit accounts and had no other way to provide a debit-like offering that would make their brand sticky to consumers. And what was the product? No, not the iPhone, but that would be a good guess.

Branding 184

Branding Cards Payments New Jersey 184

Fintech Labs Insights

MAY 25, 2017

Xero’s decision to use Expensify’s software for in-house receipt and expense management is the latest product of the strategic partnership the two fintechs announced last year. CPA.com, the business wing of global leading accounting body, AICPA, has named Expensify its preferred partner for receipt and expense management.

Management 19

Management San Francisco Software User Experience 19

PYMNTS

APRIL 8, 2019

But he went on to hit a career 755, a feat that no one came close to matching until 2007, when Barry Bonds broke that record. Card Payouts is a card-based, front end user experience that integrates with treasury banks’ existing infrastructure. Thrive Capital Founder Joshua Kushner said he is excited to work with Affirm. “We

Data 100

Data Payments Cards San Francisco 100

CB Insights

OCTOBER 10, 2017

An explosion of new consumer finance brands is transforming how people save, spend, and manage their money. A host of startups have emerged to capitalize on this trend. The secrets of user growth. To build a successful personal finance management tool, it’s important to understand the dynamics of user acquisition and growth.

Tools 78

Tools Millennials US Maine 78

CB Insights

MAY 15, 2019

Key people: Annie Ye, Head of DAX, Senior Vice President, DBS Innovation Group; Neal Cross, Managing Director & Chief Innovation Officer. DAX has also worked with the DBS Innovation Group (DiG) on Hack2hire, a hackathon that allows participants to code their way into a career at DBS, and the UNI.CORN management internship program.

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Innovation blockchain Technology Groups 78

CB Insights

NOVEMBER 16, 2017

In venture capital, returns follow the power law — 80% of the wins come from 20% of the deals. Get the 65-page report on teardowns for Union Square Ventures, Andreessen Horowitz, Sequoia Capital, and more. JD.com took a huge risk by stepping into a major market and investor Capital Today made a $2.4B

Lending 78

Lending Capital Company Google 78