CB Insights

SEPTEMBER 10, 2019

While the media often portrays millennials as preoccupied with the rising prices of festival tickets and avocado toast, their real financial concerns are a bit more practical. Download the free report to find out how fintech is shaping the future of wealth management and investing. get the REPORT on next generation investors.

Millennials 77

Millennials Mobile Lending Cards 77

CB Insights

OCTOBER 26, 2020

In the US, legislation emerged to forbid investment banks from prop trading, or trading with their own capital, and forcing them to keep more capital on hand. In the world of asset management, the biggest players are now dedicated firms like Vanguard. The disruption of asset management. Table of contents. STAYING PRIVATE.

Management 78

Management Capital Company Marketing 78

CB Insights

OCTOBER 10, 2018

Both have access to significant financial capital to scale far beyond what’s available to even well-funded startup challengers. Startups targeting retail and commercial banking are well funded: Collectively, these 61 startups have raised $3B across 173 deals since 2013. savings accounts. Sector breakdown & growth drivers.

Retail 78

Retail Cards Millennials Mobile 78

CB Insights

AUGUST 16, 2017

Last quarter, the US unicorn “birth rate” ticked up significantly as 9 new VC-backed companies reached $1B+ valuations (compared to only 3 companies in Q1’17), the highest quarterly total since the close of Q3’15, according to our Q2’17 Venture Capital Funding Report with PwC. OUTCOME HEALTH. Valuation: $5.5B.

Meeting 68

Meeting US Capital North Carolina 68

Fintech Labs Insights

NOVEMBER 21, 2016

million , True Link Financial has more than doubled its total capital, which now stands at more than $7 million in combined equity and debt financing. The company’s latest investment comes courtesy of a quartet of investors: Kapor Capital, Initialized Capital, Symmetrical Ventures, and the Ziegler Link-Age Longevity Fund.

San Francisco 12

San Francisco Capital Millennials California 12

CB Insights

AUGUST 14, 2017

This new unicorn cohort operates across industries, from fitness tech to cybersecurity to enterprise data management. Select Round Investors: capitalG, Goldman Sachs, Balyasny Asset Management. Select Round Investors: Y Combinator, Matrix Partners, Tiger Global Management. OUTCOME HEALTH. Valuation: $5B – $5.5B.

US 28

US Capital North Carolina Data 28

Tech and Finance

JULY 13, 2016

Regional and mid-tier banks face an uphill battle on the digital front, but have advantages they can capitalize on with some focus and determination. The big banks ranked better across multiple segments, including the coveted millennials, emerging affluents, and minorities. Or at least they should be. Additional Resources.

Regional 28

Regional Mobile Millennials Study 28

Fintech Labs Insights

JUNE 2, 2016

According to monthly SEC filings, no independent robo-advisor had made it to $300 million in assets managed faster than blooom. That the company reached this milestone 20 months after launching and with less than a fifth of the outside capital raised by its competitors is all the more impressive.

Kansas 12

Kansas New York Millennials Analysis 12

CB Insights

FEBRUARY 1, 2019

Consider that: Half of Indonesia’s population is under the age of 30, with the number of millennials (aged 17-35) in Indonesia currently at 79.5M. in 2013 to 15.8% For example, insurers pay PasarPolis a portion of the fees associated with claims management in exchange for the work they’ve done to streamline processes.

Policies 61

Policies Lending Operations Examples 61

CB Insights

SEPTEMBER 4, 2019

Popular media coverage of millennials often fixates on the industries the generation is allegedly killing and their supposed fiscal irresponsibility. Some industries benefiting from millennials’ increased spending power, such as travel, reflect well-worn Gen Y tropes like the general preference for “experiences” over things.

Millennials 78

Millennials Industry Branding social media 78

Fintech Labs Insights

JULY 14, 2016

Today, Student Loan Genius is inviting employers to do the same thing when it comes to millennial workers and student loan debt. This feature helps clients manage the challenge of trying to repay debt and save at the same time. ” Company facts: Founded in 2013. Headquartered in Austin, Texas. Employs 14.

Millennials 12

Millennials Tools Austin San Jose 12

Gonzobanker

OCTOBER 6, 2015

It is important that when bank executives picture the card business, they shouldn’t picture this: But rather this: Giving customers a number and encouraging them to virally spread it around the world in online payments from hundreds of merchants forces banks to develop a new strategic focus and a new set of management skills.

Cards 60

Cards Fraud Apple Google 60

CB Insights

OCTOBER 6, 2017

In 2013, Nike invested in California-based industrial robotics startup Grabit , which is currently deployed in some of Nike’s manufacturing facilities. In financial markets, global risk and asset management firm BlackRock laid off around 40 employees earlier this year, including portfolio managers and stock managers.

Software 69

Software Industry Retail United States 69

Gonzobanker

DECEMBER 22, 2015

Bank project management offices. A phenomenally successful $50+ billion private/wealth management bank with a customer list to die for probably won’t hurt on the reference list. Roboadvisor Future Advisor acquired by establishment asset management giant BlackRock for $150M. Vendor management. “I Conversion of the Year.

Community Bank 60

Community Bank Apple Community Technology 60

CB Insights

OCTOBER 10, 2017

An explosion of new consumer finance brands is transforming how people save, spend, and manage their money. Ninety-two million millennials will soon be in what Goldman Sachs calls their “prime spending years.” A host of startups have emerged to capitalize on this trend. In aggregate, they command $1.3 The secrets of user growth.

Tools 78

Tools Millennials US Maine 78

CB Insights

JUNE 17, 2020

Now, with experts stressing the importance of rapid testing and tracking in managing the Covid-19 crisis, wearables and other health monitoring tech that enable diagnostics are taking center stage. For example, LifeSignals announced that it is fast-tracking a single-use, wireless biosensor patch for use in Covid-19 patient monitoring.

Industry 101

Industry Technology Online Video 101

PYMNTS

MARCH 7, 2016

Lately, though, they’re probably tossing and turning over the difficulties with raising capital coupled with the simultaneous descent of their venture’s valuations. The unbanked and underbanked may not have any money, but they have a very clear understanding of how they like to manage the money they have.

Payments 100

Payments Innovation Software Mobile 100

CB Insights

MARCH 2, 2018

The e-commerce giants are capitalizing on three important trends: Global financial systems are going digital and mobile. Millennials account for one-third of India’s population. The number of equity deals in India has grown 270% over the past few years, from 543 in 2013 to 2,019 in 2017. Global wealth is growing.

Regional 68

Regional Retail Marketing Online 68