Fintech Labs Insights

JUNE 25, 2015

Canopy Tax (formerly Beanstalk). Tax & accounting practice management. Tax & accounting practice management. HQ: Omaha, Nebraska. Tags: Tax, advisor platform, marketing, client services, accounting, SMB. Source: The Oregonian. Payments risk & compliance management. HQ: Palo Alto, California.

Puerto Rico 12

Puerto Rico St. Louis Fintech Company 12

Fintech Labs Insights

JUNE 27, 2016

HQ: Omaha, Nebraska. Online tax preparation. Company credit cards. Tags: SMB, credit cards, expense management, bookkeeping, controls, security. Source: Finovate. Carson Group. Wealth management platform. Latest round: $35 million. Total raised: $35 million. Source: Crunchbase. Latest round: $22.5 million Series C.

Company 17

Company Fintech San Francisco New York City 17

Fintech Labs Insights

AUGUST 1, 2016

HQ: Omaha, Nebraska. Credit card with consumer controls. Crowdforecasting future events for financial markets. Tags: Consumer, billpay, personal financial management, PFM, budgeting, spending, credit/debit cards. Source: FT Partners. D3 Banking. Banking platform. Latest round: $16.4 Total raised: $33.4 Latest round: $13.2

Company 12

Company Fintech New York City Lending 12