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Financial Advisor-Focused WealthTech Takes Center Stage Once More

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Over the past decade, fintech has been shaped to a fair extent by two dueling forces: On the one hand, are those who believe the future is in the hands of DIY investors, empowered by advancements in robo-advice (think Betterment), online self-directed trading (think Robinhood), as well as consumer-facing financial planning tools like Personal Capital or Quicken.

These Reese’s Cups Fintechs Are Bringing Decentralized and Traditional Finance Together

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Fintech has a metaphorical chocolate and peanut butter. The chocolate would be decentralized finance, fintech applications that put the power of banking, lending and investing directly into the user’s hands, with less reliance on financial intermediaries, or no reliance on them at all.

$5 Billion is the New Aspirational Number for Fintech SPACs

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In what is surely a MOST uncanny coincidence, two major fintech SPAC deals were recently announced at $5 Billion dollar valuations First, what are the odds, and second, HOLY CANNOLI, that's a lot of money.

Fintech Luminaries – Meet Jahon Jamali of Sarson Funds

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For the next feature in this series, we’d like you to meet Jahon Jamali of Sarson Funds, an independent provider of blockchain technology and cryptocurrency marketing and educational services focusing on the financial professional community and their clients.

Top 5 VC Deals of the Week in the Digital Wealth Sector (3/10/21)

Insurance and crypto. Those categories were the two big winners this past week in fintech-focused venture capital with deals ranging from $80M-$100M.

Moving to Mars? Still Gotta Pay Bills.

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JP Morgan Chase has tested blockchain payments between orbiting satellites (yes, in space) to demonstrate how digital devices might use technology behind virtual currencies for transactions. In other words, telling your creditors you were abducted by Martians and couldn't pay your bills ain't gonna fly.

Top 5 VC Deals of the Week in the Digital Wealth Sector (3/3/21)

We saw three deals close this past week in excess of $100M - two in the US and one in a new market for us - South Africa.
Press Release 2

Crypto Tax & Accounting Firm TaxBit Announces $100M Raise

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TaxBit, which offers cryptocurrency tax and accounting automation software announced today a record-breaking $100 Million Series A funding round

TAMPs Continue To Boom In 2021 – How Long Can It Last?

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After a busy 2020, TAMPs are making a splash again in 2021.

The Taylor Report (2/23/21)

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What's new? Well, BITCOIN went up and BITCOIN came down...........after rocketing up to $58K over the weekend, BTC just came back to be roughly 2% lower than last week's Taylor Report.