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Finovate Fall 2016 Live Blog – Day 1

William Mills

I’ve heard that financial planners are having a hard time getting Millennials thinking about retirement but instead focus on short-term financial goals – homes, vacations, etc. Charlotte, NC-based tech company founded eight years ago by a 14-year FinTech veteran from FIS. As always, how does this company make money? Founded: May 2007.

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