William Mills

SEPTEMBER 12, 2017

Cool name and branding. I like their branding. This technology powers a ton of other FinTech companies (something that I don’t think most people know). The company is now Envestnet, but until they drop the Yodlee brand they will always be Yodlee to me. Simplified investing app. . “90% They have raised.83

Samsung 69

Samsung Mobile User Experience Google 69

William Mills

MAY 9, 2018

There are a number of great events in FinTech but this one I do my best to attend each year. Product distribution strategy: Through financial institutions, through other fintech companies and platforms. Product distribution strategy: Direct to Business (B2B), through other fintech companies and platforms (curently via Finastra).

Security 40

Security Samsung Strategy San Jose 40

Fintech Labs Insights

OCTOBER 3, 2016

Named by Self Lender as 1 of 3 startups who is “absolutely crushing it” in fintech. Launched Financial Fitness program for employers to offer employees. Debuted first eBook, A Better Financial Life. Earned spot on first Forbes Fintech 50. Named to the Forbes Fintech 50. fintech unicorns.

San Francisco 18

San Francisco Taxes Lending Colorado 18