Search Results for: financial wellness

401GO Raises $12M Series A to Fuel Next Phase of Growth
Fintech Investments News

401GO Raises $12M Series A to Fuel Next Phase of Growth

Business Wire
Led by Next Frontier Capital, the new capital allows the company to add new products, increase headcount, and further its mission to usher in the modern era for retirement planning and investing 401GO, the next-generation retirement plan provider for employers, advisors and individuals, today announced the successful completion of its......
Women Confident Managing Short-Term Finances, but Less So on Long-Term Strategies, Finds New York Life Wealth Watch
Finance Fintech News

Women Confident Managing Short-Term Finances, but Less So on Long-Term Strategies, Finds New York Life Wealth Watch

Business Wire
The survey found that women report feeling the most knowledgeable about paying bills, maintaining good credit, and saving for emergencies. The latest findings from New York Life’s Wealth Watch survey provide insights into the existing financial confidence and knowledge gaps between men and women. Confidence is the top emotion that men......
Goalsetter-Secures-9.6-Million-in-Series-A-Extension-Funding-to-Help-American-Families-Learn-to-Save,-Spend,-Invest-and-Build-Wealth
Fintech Funding News

Goalsetter Secures $9.6 Million in Series A Extension Funding to Help American Families Learn to Save, Spend, Invest and Build Wealth

PR Newswire
The Series A extension funding will give Goalsetter the runway necessary to continue forging new B2B alliances while successfully implementing existing programs ahead of a Series B raise. Goalsetter, an award-winning spending, saving, wealth building and financial education platform designed for the whole family, announced today the closing of a $9.6......
AffiniPay Exceeds $125 Million Processing Volume Milestone With Pay-Over-Time Solution For Legal Fees, Powered by Affirm
Finance Fintech News

AffiniPay Exceeds $125 Million Processing Volume Milestone With Pay-Over-Time Solution For Legal Fees, Powered by Affirm

Business Wire
This record milestone reflects AffiniPay’s commitment to providing software that drives outstanding outcomes for its customers, ensuring everyone can have access to legal support and representation. AffiniPay, a leader in online payments and software solutions for professionals, has announced that over $125 million in legal fees has been processed with......
Ocrolus Partners With Envestnet | Yodlee
Analytics Fintech News

Ocrolus Partners With Envestnet | Yodlee

Fintech News Desk
Through the partnership, Ocrolus technology will enable Envestnet | Yodlee customers to gather financial data from uploaded documents, such as bank and income statements to supplement data from digital sources. Ocrolus, an AI-driven financial document automation and analysis firm, and Envestnet | Yodlee, a data aggregation and analytics platform, announced......
Credit Sesame Releases Credit Knowledge: Gen Z vs. Millennials
Finance News

Credit Sesame Releases Credit Knowledge: Gen Z vs. Millennials

Fintech News Desk
A new survey, conducted by OnePoll on behalf of Credit Sesame, illuminates the complicated affair between Gen Z and credit, challenging stereotypes and ushering in a new era of financial consciousness. Financial wellness company Credit Sesame, a platform to provide consumers free and ongoing access to their full credit information,......
`Gamification in Fintech: All About Customer Retention and Engagement
Featured Fintech

Gamification in Fintech: All About Customer Retention and Engagement

Prajakta Ayade
On how many days does finance truly excite the general population – those that don’t eat, breathe or dream of finance and fintech? Yes, on days when crypto breaks the market and it becomes a global phenomenon, but for many, that’s the only time! This can be changed though, just......
BofA Program Delivers Banking & Investing Benefits and Rewards to 4 Million Employees of Corporate Clients
Banking News

BofA Program Delivers Banking & Investing Benefits and Rewards to 4 Million Employees of Corporate Clients

PR Newswire
Growing list of companies adding wellness tools and resources to help employees live their best financial lives Bank of America announced that over 450 corporate and commercial clients have enrolled in its Employee Banking & Investing (EBI) program – more than doubling the number of companies in the program from......
Fintech Trends 2024: How Can Enterprises Be Better Prepared?
Artificial Intelligence Banking Blockchain Business Digital Payments Featured Finance Fintech

Fintech Trends 2024: How Can Enterprises Be Better Prepared?

Prajakta Ayade
As the year progresses, the fintech industry has the most eyeballs glued, looking up to all the trends that might follow, how new AI advancements play out and how fintech security evolves. At the forefront of this is the advent of digitised payments, marking a significant shift from conventional cash-based......
1