Search Results for: financial wellness

Envestnet | Yodlee and Charles Schwab Enter Financial Data Access Agreement
Fintech News

Envestnet | Yodlee and Charles Schwab Enter Financial Data Access Agreement

Fintech News Desk
by Fintech News Desk0
Enhanced partnership marks another milestone data-access agreement between Envestnet | Yodlee and a major U.S. financial institution, providing consumers improved access to their financial data  Envestnet | Yodlee, a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, announced that it has come to terms......
Barclays Announces Bob Highland as Head of US Cards and Partnerships
Fintech Investment Services News

WiseAlpha Calls on Financial Community to Tackle Money Anxiety

Fintech News Desk
by Fintech News Desk0
WiseAlpha, the UK’s leading digital bond market, in collaboration with the Master Investor Show has today announced a new social media campaign in a bid to put financial wellness on the agenda and get Britain talking about its emotional relationship with money. On the run up to Financial Wellness Day......
Bend Financial Helps Close Healthcare Coverage Gap for the Real Estate Industry
Banking Business Fintech News

Bend Financial Helps Close Healthcare Coverage Gap for the Real Estate Industry

Fintech News Desk
by Fintech News Desk0
Moderne Ventures Selects Bend to Provide Next-Generation Health Savings Accounts to Real Estate Companies, Operators and Contractors Bend Financial (Bend), provider of a platform that helps improve individual financial wellness and corporate benefit offerings, announced its acceptance into Moderne Ventures’ 2020 Passport Program. Under the new partnership, Bend will expand its......
Financial Planning App, The Beans, launches in Atlanta
Banking News

Financial Planning App, The Beans, launches in Atlanta

Fintech News Desk
by Fintech News Desk0
Former math teacher raised $1.15M in pre-seed funding from 12 investors; rolled out free financial workshops at 30 Atlanta schools and organizations to fuel the launch The Beans, founded by a former math teacher with a vision to eliminate financial stress for teachers and other early-career millennials, launches its financial......
Covr Financial Technologies Announces New Head of Sales
Banking News

Covr Financial Technologies Announces New Head of Sales

Fintech News Desk
by Fintech News Desk0
Covr Financial Technologies announced that Jim Gothers has been appointed as Head of National Sales for its financial institution business, supporting banks, brokerage firms, wealth management firms and RIA partner firms. Reporting to Jim will be Covr’s insurance sales consultant team, advanced insurance division, policy analytics team, and key account directors. Read More: Telepin......
LPL Acquires Fintech Firm Blaze Portfolio
Fintech Investment Services News

LPL Financial Further Enhances Technology Platform Through MoneyGuide Integration

Fintech News Desk
by Fintech News Desk0
A Leading Financial Planning Solution Is Newest Clientworks Connected Partner, Expanding Choice and Making It Easier for LPL Advisors to Deliver Personalized Advice LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, announced that Envestnet MoneyGuide is the newest technology solution integrated with ClientWorks Connected. Advisors who......
Envestnet and Dynasty Financial Partners Announce Plans to Launch Advisor Services Exchange
Banking News

Envestnet and Dynasty Financial Partners Announce Plans to Launch Advisor Services Exchange

Fintech News Desk
by Fintech News Desk0
Envestnet, Inc.  announced it is joining forces with Dynasty Financial Partners to launch the Advisor Services Exchange (ASx), which will offer financial advisors using Envestnet’s platforms an enhanced set of tools and services to help build and grow their businesses. “We’re excited to provide Envestnet clients access to services that......
Folio Financial Among Benzinga Top Fintech Listmakers in the “Best Robo-Advisor” Category
Banking Fintech Funding News

Folio Financial Among Benzinga Top Fintech Listmakers in the “Best Robo-Advisor” Category

Fintech News Desk
by Fintech News Desk0
Folio Financial announced that it has been chosen as a  Benzinga Top Fintech Listmaker in the “Best Robo-Advisor” category for its Digital Wealth Platform. This award recognizes “organizations in the FinTech space who are moving the needle on financial wellness innovation.” The four other finalists in the category were Charles Schwab, Betterment, Wealthfront,......
Artificial Intelligence B2B Banking Digital Payments Finance Fintech Interviews

Global Fintech Series Interview with Kirsten Longnecker, CMO at Plinqit

Paroma Sen
by Paroma Sen0
Kirsten Longnecker, CMO at Plinqit talks about the latest in fintech and how Gen Z is shaping a new era for the global fintech market in this Q&A: ____________ Hi Kirsten, please tell us about your fintech journey and time as CMO of Plinqit. I got my start in fintech......
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