Tag : Finances

Advice Engagement Platform Lumiant Announces $3.5 Million USD Seed Funding Round
Fintech Funding News

Lumiant Announces $3.5 Million USD Seed Funding Round

Business Wire
by Business Wire0
Fresh capital to accelerate U.S. expansion and support platform and mobile enhancements Lumiant, an advice and client engagement platform that empowers advisors to connect with clients and families around their lives, values and finances, announced it has closed a seed funding round totaling $3.5 USD million. Funding came from Australian......
ASA Launches New Form of Open Banking in 2022, Empowering Customers with Control over their Data and Finances
Fintech News

ASA Launches New Form of Open Banking in 2022, Empowering Customers with Control over their Data and Finances

Fintech News Desk
by Fintech News Desk0
Embedded fintech platform wraps 2022 with new clients, team members and innovations ASA is an embedded fintech platform that connects financial institutions with customer-facing fintechs in a secure, compliant and easy to implement marketplace. The company experienced notable momentum in 2022, including new clients, key partnerships, strategic leadership additions and the......
Many Americans Made Financial Resolutions for the New Year—but Many are Still Missing Significant Savings from Tax-Free Accounts
Finance News

Many Americans Made Financial Resolutions for the New Year—but Many are Still Missing Significant Savings from Tax-Free Accounts

Fintech News Desk
by Fintech News Desk0
Employees feel that their employers should play a significant role in ensuring their financial preparedness for healthcare costs According to a new survey by Alegeus, the market leader in healthcare payment solutions, 66 percent of respondents made finance-related resolutions for 2023 – whether that be saving more (54%), spending less (44%) or......
Solo Introduces the Ability to File Taxes Directly in the App
Finance News

Solo Introduces the Ability to File Taxes Directly in the App

Fintech News Desk
by Fintech News Desk0
Gig workers can now keep more of their hard earned cash by easily filing their taxes on-time and with the highest deductions Solo, the all-in-one business app that empowers independent workers to manage their finances, announced it will be launching an intuitive, easy-to-use tax filing service on its app. The......
USAA Bank Survey Finds Partners Who Join Finances May Have Stronger Relationships
Banking News

USAA Bank Survey Finds Partners Who Join Finances May Have Stronger Relationships

Fintech News Desk
by Fintech News Desk0
Survey finds Millennials talk more about their finances than any other generation. A new USAA Federal Savings Bank survey took a closer look at how couples talk about their finances and found an astounding 99% of couples report having open conversations about finances – and nearly 83% argue about them.......
New Research from Edelman Financial Engines Explores the Mindset Around Wealth in America Today
Finance Investment Services News

New Research from Edelman Financial Engines Explores the Mindset Around Wealth in America Today

Fintech News Desk
by Fintech News Desk0
To better understand how Americans perceive wealth in relation to the world around them, Edelman Financial Engines (EFE) the nation’s top independent wealth planning and investment advisory firm,  released findings from a new report titled Everyday Wealth in America. The research explores critical areas at the intersection of life and money and......
Report: 67% of U.S. Consumers Expect to Spend Under $500 on Holiday Expenses This Year
E-commerce News

Report: 67% of U.S. Consumers Expect to Spend Under $500 on Holiday Expenses This Year

Fintech News Desk
by Fintech News Desk0
Jungle Scout’s Q4 Consumer Trends Report explores end-of-year e-commerce trends, with insights into inflation, holiday shopping, the impact of social media on gift-giving, and financial priorities for the new year Jungle Scout, the leading all-in-one platform for e-commerce sellers, released its Q4 2022 Consumer Trends Report, a survey of more than......
Zilch to 3 Million: Fintech Passes 3 Million Users and Turns a Gross Profit
Fintech News

Zilch to 3 Million: Fintech Passes 3 Million Users and Turns a Gross Profit

Fintech News Desk
by Fintech News Desk0
Zilch is now profitable across its product suite having doubled underlying sales and tripled revenue in the last six months – with eyes firmly set on bottom-line profitability in the near future Zilch, the world’s first Commerce Card, announces it has raced past the 3 million customer milestone – outpacing......
First Internet Bank Launches Do More Business Checking
Banking News

First Internet Bank Launches Do More Business Checking

Fintech News Desk
by Fintech News Desk0
First Internet Bank announced it has launched Do More Business Checking, an account designed to help small business owners accomplish more in less time. Among its key benefits are tools that provide greater control over both business and personal finances. Latest Fintech News: Stash Unveils first Annual State of Money in......
Envestnet Partners with Nickelodeon to Bring the Intelligent Financial Life Undersea with SpongeBob SquarePants' Character Mr. Krabs
Finance News

Envestnet Partners with Nickelodeon to Bring the Intelligent Financial Life Undersea with SpongeBob SquarePants’ Character Mr. Krabs

Fintech News Desk
by Fintech News Desk0
New Campaign Showcases the Connected Imagined Finances of Beloved Crustacean & Small Business Owner Mr. Krabs within Envestnet’s Next-Gen Client Portal Envestnet is partnering with Nickelodeon to take a closer look at SpongeBob SquarePants’ Mr. Krabs’ imagined finances in their latest omnichannel brand campaign. The new digital interactive campaign features clips of Mr.......
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