Fintech Labs Insights

MAY 16, 2017

The new initiative, the company’s first digital wealth management offering, will allow investors in the U.S. “People love the low fees and automation of robo-advisors, but they struggle with not having an actual human being to talk to when facing big financial questions,” SoFi Wealth general manager, John Gardner said.

Management 19

Management San Francisco New York UX 19

Fintech Labs Insights

NOVEMBER 14, 2016

Convoy, Hong Kong’s largest firm of independent financial advisers, led the round, while existing investors Schroders, Balderton Capital, Pentech, Armada Investment Group, and Nigel Wray also participated. The company is currently managing $625 million (£500 million) for more than 20,000 clients.

UX 12

UX Fintech Capital Groups 12

Fintech Labs Insights

AUGUST 1, 2016

With the “always-on aggregation” and UX/UI of MX , the newly-launched Contextual PFM from Q2 is designed to make actionable financial insights a part of every customer’s mobile banking routine. MX has raised $50 million in funding and includes USAA, TTV Capital, and North Peak Ventures among its investors.

Technology 12

Technology San Francisco Nebraska UX 12

Tefkin

MARCH 12, 2014

To give a few numbers, non-life insurance market world-wide in 2011 was estimated at $1,877.2 In an insurance world, there is a conflict between the requirements of the underwriting algorithm for being able to price the premium and the optimal UX for users to be able to obtain a product. billion the same year. A new carrier?

Comparison 34

Comparison Lending Examples Data 34

CB Insights

OCTOBER 31, 2019

Personal finance: Using chatbots to help people manage their spending. Slack launched its own $80M chatbot fund, partnering with leading VCs including Spark Capital, Index Ventures, Accel, KPCB, Social Capital, and Andreessen Horowitz. Managing money is a complex undertaking. Table of Contents. Get the full report.

Industry 78

Industry Examples Tools Retail 78