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Top 5 VC Deals of the Week in Digital Wealth (4/7/21)
As with last week, we have seen a slight slowdown in the mega-deals for the prior week in digital wealth deals
Fintech Luminaries – Meet Keith Gregg of Chalice Network
We’d like you to meet Keith Gregg, CEO & Founder of Chalice Network, a community of 55,000+ small business owners that is dedicated to solving the unique challenges SMBs face as a financial services professionals and entrepreneurs.
Insurtech Played Catch-Up During Covid-19 – It’s A Digital World Now, Says Ensight
Today, every financial service experience out there, whether it’s financial planning software like eMoney or MoneyGuidePro, or the technology in our 401(k) account, all the way to our investment accounts is consumer-centric and driven by a digital experience. The last bastion is in what we would call complex insurance products.
FP Alpha launches new tax tool for advisors, The Tax Snapshot
FP Alpha announced today the launch of The Tax Snapshot, a dynamic client engagement deliverable that provides financial
advisors with an instant summary of a client’s current tax return
Top 5 VC Deals of the Week in the Digital Wealth Sector (3/24/21)
IN A TRULY ASTONISHING MOMENT FOR FINTECH VC, this week we saw NINE VC deals in the digital wealth sector in excess of $100M.
Top 5 VC Deals of the Week in the Digital Wealth Sector (3/17/21)
We're back this week with FIVE $100M+ VC deals, and the top one - BlockFi - at $350M
Fintech Luminaries – Meet Matt Wolniewicz of Income America
For the next feature in our Fintech Luminaries series, we’d like you to meet Matt Wolniewicz of Income America, which is designed to provide participants with guaranteed lifetime income of 5% per year beginning at age 65
Investment Banking & Trading Services Market to Reach $520.02 Bn, Globally, by 2027
Rise in huge financial challenges among investors, & other external forces that compels a business to arrange finances for their business expansions has worked as the major factor driving the growth of the global investment banking & trading services market.
Pagaya Expands With $900 Million Pre-Funded Consumer Credit Deal
-Pagaya, a global financial technology company, today announced the expansion of the Pagaya AI Debt Selection Trust (PAID) shelf with $900 million committed
Financial Advisor-Focused WealthTech Takes Center Stage Once More
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.