Search Results for: wealth gap

Closing The Financial Access Gap: Top Fintech Players Leap Further Towards Financial Inclusion With an Industry-Leading Partnership
Fintech News

Closing The Financial Access Gap: Top Fintech Players Leap Further Towards Financial Inclusion With an Industry-Leading Partnership

PR Newswire
by PR Newswire0
Tala, the world’s first fintech company for the Global Majority, this week announced its partnership with Maya Bank, the digital bank leader in the Philippines, marking a significant milestone towards bridging the financial gap for millions of Filipinos. This collaboration represents a groundbreaking initiative in the country and the broader Southeast Asian......
Bump Raises $3 Million in Seed Funding to Help Creators Maximize Their Wealth-Creating Opportunities
Fintech News

Bump Raises $3 Million in Seed Funding to Help Creators Maximize Their Wealth-Creating Opportunities

PR Newswire
by PR Newswire0
Wealthtech and Fintech platform built exclusively for creators to help realize undiscovered revenue opportunities and understand their market value Bump, the wealthtech and financing platform for creators, announced that it has raised $3 million in seed funding. Investors in the round include Impact X Capital, Capitalize VC, Serac Ventures, Tristan Walker’s Heirloom Ventures,......
YCharts-and-Savant-Wealth-Management-Enhance-Partnership-To-Elevate-Client-Engagement-With-Streamlined-Proposal-Generation
Finance Fintech News

YCharts and Savant Wealth Management Enhance Partnership To Elevate Client Engagement With Streamlined Proposal Generation

Business Wire
by Business Wire0
This strategic collaboration aims to empower advisors with enhanced capabilities, accelerating business growth by optimizing proposal generation and strengthening client communication. YCharts, a premier cloud-based investment research platform and proposal builder, is excited to announce an expanded partnership with Savant Wealth Management, a leading fee-only RIA recognized among Barron’s Top 100......
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
by Business Wire0
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
by PR Newswire0
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......
Keebeck Wealth Management Partners with iCapital to Expand Investment Opportunities for Entrepreneurs and Families
Fintech News

Keebeck Wealth Management Partners with iCapital to Expand Investment Opportunities for Entrepreneurs and Families

PR Newswire
by PR Newswire0
Partnership leverages iCapital’s innovative technology platform and comprehensive educational resources to enhance Keebeck’s tailored solutions and investment opportunities. Keebeck Wealth Management, a boutique, independent advisory firm dedicated to empowering entrepreneurs and multi-generational families with strategic wealth management, announced its partnership with iCapital1, the global fintech platform driving the world’s alternative......
Cinnamon Wealth Catalysing Financial Freedom for Women's Empowerment in Personal Finance
Finance News

Cinnamon Wealth: Catalysing Financial Freedom for Women’s Empowerment in Personal Finance

PR Newswire
by PR Newswire0
Offering Inclusive Financial Services and Advocating for Women’s Active Role in Wealth Management Women play a crucial role in binding a family together. Cinnamon Wealth advocates for Women’s active involvement in shaping their family’s financial decisions, recognising that they are both contributors and beneficiaries of the family’s wealth. The company was founded......
Life insurance industry unprepared for $7.8 trillion wealth transfer to beneficiaries by 2040
Finance Fintech

Life insurance industry unprepared for $7.8 trillion wealth transfer to beneficiaries by 2040

Business Wire
by Business Wire0
60% of individuals aged 65 or older have not sought professional financial advice to prepare for retirement or to transfer their wealth Three-in-four consumers are interested in innovative life insurance offerings to help them age well, but insurers lack the product development capabilities The Capgemini Research Institute’s World Life Insurance......
Credit Card Issuers Must Confront Consumers’ Mounting Debt, J.D. Power Finds
Markets News Technology Trading

Wealthgreen’s Carbon Credit Trading App: A Game Changer

Fintech Staff Writer
by Fintech Staff Writer0
A Singaporean firm called WealthGreen is leading a change in the financial services industry. The company’s headquarters are in Singapore, a thriving hub for carbon markets and a center of innovation in financial technology. A revolutionary software WealthGreen stands out from the crowd by providing a novel way for the......
How to Bridge the Financial Advice Gap for Millennials and Gen Z
Analytics Fintech Primers Guest Posts

How to Bridge the Financial Advice Gap for Millennials and Gen Z

Jennifer Valdez
by Jennifer Valdez0
The current economic environment is certainly challenging and for many, downright confusing. While some experts argue that the economy will avoid a downturn, others, including 95% of community bankers, believe the U.S. economy is already in a recession. With an economy we can’t quite seem to predict, younger generations are......
1