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Publisher Notes For 12/16/20
Welcome to our latest edition of Digital Wealth News! One week closer to Christmas, New Years, 2021, which I know we ALL are looking forward to.
Top 5 VC Deals of the Week in the Digital Wealth Sector (12/16/20)
It was a week before Christmas, and all the land...... the capital was flowing, for payments and...... crypto and proptech and international financial indeces
21 Financial Resolutions for 2021
It's hard to believe that 2021 is almost upon us - jarring actually - and I am certain that we ALL are hoping for a return to some level of normalcy next year. With that said, he American Institute of CPAs (AICPA) recently joined forces with the National CPA Financial Literacy Foundation to create a list of "21 for '21" financial resolutions, which we found quite clever.
Publisher Notes For 12/9/20
Welcome to our latest edition of Digital Wealth News! New headshot today - more confident, more wise, more fintech-focused then ever before. Now let's hit it! Here's my take on this weeks news!
Top 5 VC Deals of the Week in the Digital Wealth Sector (12/9/20)
This week we saw YET ANOTHER British challenger bank receive funding this past week (gosh, there's a LOT of challenger banks out there now), plus an interesting new teen-based (you guessed it!) challenger bank out of SF. Also in this week's batch were an ATL-based payments app for e-commerce companies, an API platform for retail banking out of Chicago, and a credit card bill payment app out of India.
Publisher Notes For 12/3/20
Holiday Greetings from Digital Wealth News™ !
Hoping this finds you and...
Purse Strings – An American Fintech For Women, By Women
One of the many fintechs we've encountered are matching wealthechs - pairing up potential customers with financial advisors, and one of the more interesting in this genre is Purse Strings, founded in 2015 by Dr. Barb Provost out of the Chicago area and positioned to women.
Publisher Notes (11/25/20)
We hope you have a fun Thanksgiving planned - whether for one or ten or more - with masks - or not with masks - whichever you prefer. No judgements here. Just giving thanks for this wild, crazy year that has been 2020 and all the wisdom it has brought us.
Fintech Luminaries – Meet Kevin Adams of Raymond James
Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth and blockchain ecosystems. For the next feature in this series, we’d like you to meet Kevin Adams, Senior Vice President of Wealth Management Technology at investment management firm Raymond James.
Top 5 VC Deals of the Week in the Digital Wealth Sector (11/25/20)
Some substantial deal flow this past week in fintech VC. Apparently folks are rushing to close up deals before end of year and the beginning of 2021, and whatever type of presidency that delivers in the US.