Independent Banker

APRIL 30, 2022

Whether it’s products and services, technology strategies or employee benefits, independent community banks decide on their own terms what’s best for their business and their customers. 3-yr average pre-tax ROA. Home Bank of California. pre-tax ROA: 3.08%. pre-tax ROA: 2.83%. pre-tax ROA: 2.68%. Tuscaloosa.

Community Bank 172

Community Bank Community Montana Taxes 172

PYMNTS

OCTOBER 29, 2018

In Illinois, and a handful of other states, changes in how employees are reimbursed for business-related expenses herald changes on a broader scale, and in how firms use technology to make sure that expenses are being recorded accurately.

Illinois 163

Illinois Technology Taxes Data 163

PYMNTS

MAY 4, 2017

ND: People always ask me why I don’t move Crunch to California/Silicon Valley. Low sales tax and zero state income tax are huge incentives for new tech companies who have a plethora of some of the largest clients in Orlando such as Disney, Universal, Sea World and Florida Hospital.

Florida 110

Florida United States Taxes Community 110

PYMNTS

FEBRUARY 21, 2018

According to reports, Kaliningrad governor Anton Alikhanov and VEB chairman Sergey Gorkov met with officials at the Russian Investment Forum to announce their collaboration using, according to Alikhanov, VEB’s “competence in the area of blockchain technology. In Spain, regulators are reportedly exploring how to support blockchain developers.

blockchain 130

blockchain Los Angeles Regulation Oregon 130

Gonzobanker

DECEMBER 17, 2021

A few years ago, very few people would have guessed that tens of billions of dollars would be invested in fintech vendors and solutions annually – except it happened. 2021 fintech investments, merger activities, and overall focus were off the charts. Best Fintech Acquisition by a Bank. Fintech Acquiring Bank.

Fintech 147

Fintech Strategy Leadership Lending 147

PYMNTS

MARCH 30, 2018

Its platform provides proprietary cyber-risk analysis technology to corporate customers. Investors backed the company’s offering with $62 million in Series C funding led by Battery Ventures, while Bessemer Venture Partners and ICONIQ Capital also participated in the funding for the California-based company.

US 116

US Capital California San Francisco 116

Fintech Labs Insights

MAY 19, 2016

Fintech deals by size from 23 April to 29 April 2016: Mosaic. HQ: Oakland, California. HQ: Danville, California. HQ: San Francisco, California. HQ: Palo Alto, California. Payment security technology. Income tax service. HQ: Los Angeles, California. HQ: San Francisco, California.

San Francisco 18

San Francisco Company Fintech California 18

Independent Banker

MARCH 31, 2022

Those roles include talent acquisition specialist; administrator for a commercial loan operating system and customer relationship management platform; and a few positions on the team that manages the bank’s banking as a service (BaaS) fintech relationships. Still, candidates must generally live within California. s Pietranton says.

Missouri 142

Missouri Community Bank Community Management 142

Lars Markull

JUNE 28, 2020

This is highly valuable information for the user; organizing this data efficiently could really help the user do things like track her expenses or plan her taxes. Given the rapid rise of fintech and financial services, there is massive demand for this data with only limited supply.

Fintech 52

Fintech Data Security Policies 52

Independent Banker

DECEMBER 31, 2021

will continue to work with fintechs, says president and CEO Steve Dehnert. The bank increases its loan balances by partnering with fintech loan producing companies on a national scale, and this year it will switch its insurance operations to digital as the bank’s onsite agent retires, adding more policy types, including travel insurance.

Community Bank 144

Community Bank Community Lending Louisiana 144

Fintech Labs Insights

APRIL 13, 2016

FinDEVr alum and long-time Magento partner, Avalara announced that its sales-tax calculation solution, Compliance Cloud, will be a part of Magento 2.0 In addition, customers will get access to Avalara’s tax prep, filing and remittance services. e-commerce platform. The company made its FinDEVr debut at FinDEVr San Francisco 2015.

Taxes 12

Taxes Fraud San Jose San Francisco 12

Gonzobanker

DECEMBER 20, 2018

We’ve simultaneously disdained and feared the fintechs, artificial intelligence and blockchain consortia. To be in Chip’s presence is to soak up energy, optimism and the mash-up of traditional banking and technology. Gerry is a financial executive who truly gets the impact of the technology shift under way in banking.

Fintech 105

Fintech Conference Innovation Community 105

Fintech Labs Insights

AUGUST 11, 2016

There has been an average of 28 fintech deals per week this year. Fintech deals by size from 16 July to 22 July, 2016: CommonBond. HQ: San Francisco, California. HQ: Palo Alto, California. Guideline Technologies. HQ: Burlingame, California. HQ: San Francisco, California. billion, double the $9.3

Fintech 12

Fintech Company San Francisco New York City 12

Fintech Labs Insights

NOVEMBER 12, 2015

It was a quieter week in fintech fundings. Other than Blackstone’s $820 million bet on what is likely the oldest financial technology company on the planet, NCR founded in 1884 as National Cash Register, just $82 million flowed to the under-100-year-old crowd. ATMs, POS & financial technology. HQ: Glendale, California.

New York City 12

New York City Company Fintech San Francisco 12

Fintech Labs Insights

MARCH 22, 2016

Emailage raised an undisclosed sum for its fraud prevention technology keyed off email address. Here are the fintech deals by size from 12 March to 18 March 2016: Future Finance. HQ: Encino, California. HQ: California. HQ: Los Angeles, California. HQ: California. HQ: San Francisco, California.

Company 12

Company New York City Fintech Colorado 12

Fintech Labs Insights

SEPTEMBER 2, 2016

FutureAdvisor is an online investment advisor that automatically reviews and manages investment holdings to optimize asset allocation, limit hidden fees, and improve tax efficiency. The platform provides regular portfolio rebalancing, tax-loss harvesting, and immediate and automatic investment of newly-added cash. President of U.S.

Management 20

Management San Francisco Taxes California 20

Fintech Labs Insights

OCTOBER 19, 2015

It was a blockbuster week in fintech with more than $6 billion in new funds flowing to the sector. HQ: Palo Alto, California. HQ: San Jose, California. Real estate technology. HQ: San Francisco, California. The post Fintech Fundings: 22 Companies Raise $300 Million Plus 2 IPOs Raise $5.9 Source: Re/Code.

New York City 12

New York City Company Fintech New York 12

Gonzobanker

DECEMBER 19, 2017

FinTech threats and distractions. Seriously, sit back with a pocket flask of Pappy Van Winkle, smoke a cigar (or your combustible of choice if you live in Colorado, California, Washington, Oregon, Nevada, Main or Massachusetts) and enjoy the 2017 GonzoBanker Awards. Oh, by the way, that Fintech darling of two years ago Lending Club?

Conference 101

Conference Industry Community Bank Community 101

Fintech Labs Insights

MARCH 18, 2016

.” Steve Streit, founder and CEO of Green Dot added, “The partnership marries technology, banking, and payments in an innovative way to give Uber driver-partners the flexibility to receive their pay instantly, and also provides an alternative to traditional banking.” Green Dot is headquartered in Pasadena, California.

San Francisco 12

San Francisco Taxes ATM California 12

Fintech Labs Insights

OCTOBER 8, 2015

Internet Biometric Security Systems (IBSS) , is offering a 30-day free trial of its biometric e-mail communication technology, IBSSMail. David Ackerman, President of IBSS said, “We are extremely excited about this new base product, which is a significant advancement in e-mail technology privacy protection.”

San Diego 12

San Diego San Francisco System Security 12

Fintech Labs Insights

MAY 6, 2015

Less than a week away from its Finovate debut in San Jose , wealth advisory technology innovator, Trizic has closed a $3 million seed funding round with Operative Capital. Clients can have different degrees of access to the platform on the front end based on their own technological and financial sophistication.

San Jose 12

San Jose Operations Capital San Francisco 12

PYMNTS

JULY 31, 2020

This week’s look at the latest funding for B2B FinTech and other startups showcases an investor appetite for security, data and business intelligence, with nearly $63.5 California- and Israel-based Ermetic is another newly funded B2B startup focused on enterprise security. million in fresh investment for the industry.

Security 166

Security Data Capital Utah 166

Fintech Labs Insights

AUGUST 25, 2015

But the growing use of electronic receipts both online and offline has enabled technology companies like Slice to leverage the data in these e-receipts to give consumers new tools to manage their financial life, and to provide FIs with new ways to engage and market to their customers. . Headquartered in Palo Alto, California.

San Jose 12

San Jose Data Technology Tools 12

PYMNTS

JUNE 22, 2020

Instead, Urrutia said it’s going to take team efforts among small businesses, FinTechs, public entities and nonprofits like the Opportunity Fund. And second, the Opportunity Fund has also seen that every dollar it lends to an SMB creates $2 in local economic activity in the form of wages, spending and tax revenues.

Maine 246

Maine Lending Community Fintech 246

William Mills

SEPTEMBER 7, 2016

Their API is already integrated in a few core systems and other fintech necessitates. Built a workflow for the bank so the bank can approve payment and see all compliance and tax information. Perhaps there is a big bank in Canada that has embraced their technology. Provides mobile banking to banks and credit unions.

Mobile 40

Mobile Cards Fraud Data 40

Fintech Labs Insights

JULY 20, 2016

This week, 35 fintech companies worldwide raised $469 million the second week of June. Fintech deals by size from 11 June to 17 June, 2016: Fenqile. HQ: Costa Mesa, California. Shanghai Suntime Information Technology. Fintech company builder. ClearTax (ClearSharp Technology). Income tax prep.

New York City 12

New York City San Francisco Company Fintech 12

CB Insights

MAY 23, 2019

Mozido’s fintech fraud fiasco. The problem was that Theranos’ proprietary blood-testing technology was completely fictitious. Holmes’ claims about Theranos’ blood-testing technology weren’t just exaggerations or selective interpretations of clinical research data; they were quite literally impossible.

Fraud 78

Fraud Las Vegas Company Video 78

Fintech Labs Insights

JUNE 27, 2016

Fintech deals by size from May 21 to 27, 2016: Cotiviti. HQ: California. HQ: San Francisco, California. United Mobile Technology. Online tax preparation. HQ: San Francisco, California. HQ: California. Tags: Consumer, taxes, personal finance, tax prep. Total dollars raised YTD is now $15.7

Company 17

Company Fintech San Francisco New York City 17

Fintech Labs Insights

AUGUST 14, 2015

Since June 1 we’ve seen 189 fintech deals globally raising a total of $3.1 It was another stellar week for Finovate alums with 6 fundings totaling $123 million: money transfer service Payoneer ($50 mil), AI innovator Kensho ($33 million), tax specialist VATBox ($24 million), , cash-back specialist Mogl ($7.9 Not this year.

New York City 12

New York City Company Fintech New York 12

Fintech Labs Insights

AUGUST 1, 2016

Second quarter closed with a frenzy of fintech fundings with 49 deals announced the last week alone, 10 more than the previous weekly record. Fintech deals by size from 25 June to 1 July, 2016: Paycor. HQ: San Francisco, California. HQ: California. HQ: Los Angeles, California. HQ: San Francisco, California.

Company 12

Company Fintech New York City Lending 12

Fintech Labs Insights

JULY 22, 2015

At the upcoming FinDEVr , 60 leading fintech companies will present their developer-friendly APIs, SDKs, and other solutions to an audience of financial builders and their technical colleagues. It’s the one place to gather tips and techniques from a wide cross section of fintech players in just two days, all at an affordable price.

San Francisco 12

San Francisco Video Fintech Data 12

Fintech Labs Insights

MAY 30, 2017

” SuperMoney also hosts a wealth of personal financial information on topics ranging from auto insurance and business credit cards to tax planning and wealth management. Headquartered in Santa Ana, California. Finovate: What problem does your technology solve? . Company facts. Founded in 2013. Here are his responses.

UX 22

UX Online Comparison Lending 22

Fintech Labs Insights

JULY 16, 2015

After a month-long screening process, we narrowed the pile to the newest and most innovative ideas in fintech. Don’t miss your chance to see all of these companies, and more, demo their technology live. DAVO Technologies’ automated technology solution solves small-to-mid-sized merchants’ sales tax pain points.

Company 12

Company Mobile Software Big Data 12

Fintech Labs Insights

JUNE 10, 2015

” Bright Funds has developed technology, the Bright Funds Enterprise platform, that seamlessly integrates into payroll and human resource information systems (HRIS), making it easier to launch and manage charitable giving programs. The company was founded in February 2012 and is headquartered in San Francisco, California.

San Francisco 12

San Francisco California Taxes Resources 12

PYMNTS

NOVEMBER 20, 2020

Earlier this week, California Congresswoman Maxine Waters (a Democrat from California) said in a statement that the $11.6 Lower tax rates, currently in place but likely to sunset in the Biden administration, may spur more deals. Now, it may be the banks’ turn. billion proposed merger between PNC and BBVA’s U.S.

California 283

California Regional Google Guidelines 283

CB Insights

OCTOBER 31, 2017

The feedback was eye-opening and generally the same: “Really great technology and vision. In our mission to deliver the best tea experience, we didn’t compromise on the Teforia Infuser technology, quality or the premium tea packaged within our Sips. Product: AOptix Technologies. But how does this become a platform?”…

Company 78

Company US San Francisco Capital 78