Tag : Financial Wellness

iCapital Launches Structured Investments Through the Envestnet Platform
Fintech Investment Services News

iCapital Launches Structured Investments Through the Envestnet Platform

Business Wire
iCapital, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced it has launched a holistic structured investment ecosystem within Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, that includes full proposal generation and the......
Zurp Launches Credit Card and Banking Platform with 5.00% Annual Percentage Yield and Rewards Built for Gen Z
Banking News

Zurp Launches Credit Card and Banking Platform with 5.00% Annual Percentage Yield and Rewards Built for Gen Z

Business Wire
Zurp, a consumer fintech company on a mission to redefine finance and promote financial wellness, announced the public availability of the Zurp Card, a credit card and banking platform offering experience-focused rewards. The card is available for individuals 18 years and older and specifically built with Gen Z in mind.......
Life.Money.You. Selects Fintech Platform Paperwork to Power Its Financial Wellness Initiative
Fintech News

Life.Money.You. Selects Fintech Platform Paperwork to Power Its Financial Wellness Initiative

PR Newswire
The BCU-led CUSO will leverage Paperwork’s comprehensive technology to expand its mission of financial wellness for all Life.Money.You.– the CUSO formed by BCU to spearhead its financial wellness efforts – has announced its partnership with Paperwork, a comprehensive financial wellness platform focused on improving the financial health of credit union......
Candidly Raises $20.5 Million to Help Millions of Americans Repay Student Debt and Build Savings
Finance News

Candidly Raises $20.5 Million to Help Millions of Americans Repay Student Debt and Build Savings

Business Wire
Altos Ventures leads the Series B raise after a year of record growth Candidly, the market’s most comprehensive student debt and savings optimization platform, announced it raised $20.5M in a Series B round of financing, led by Altos Ventures, with follow-on participation from Cercano Management. The Series B financing follows......
Kasheesh Announces Key Financial Partnerships to Strengthen Consumer Purchasing Power and Secure Online Purchases
Digital Payments News

Kasheesh Announces Key Financial Partnerships to Strengthen Consumer Purchasing Power and Secure Online Purchases

Business Wire
Free digital platform allows anyone to split payment for online purchases across multiple credit, debit and gift cards announces crucial integrations with VISA, Plaid, Stripe and other platforms offering product protection, credit monitoring and financial wellness Kasheesh, the first to market digital payment platform that allows anyone to split payment......
Greenlight Announces Industry-First Employee Benefit Program to Improve Financial Wellness for Families
Fintech News

Greenlight Announces Industry-First Employee Benefit Program to Improve Financial Wellness for Families

Business Wire
New Greenlight for Work program brings the company’s award-winning family banking app to employers nationwide Greenlight Financial Technology, Inc. (“Greenlight”), the fintech company on a mission to help parents raise financially-smart, independent kids, announced Greenlight for Work — a benefit program for employers to help working parents teach their kids about money......
Dora Launches Free Financial Coaching Services to End Users via TrustPlus
Finance Fintech News

Dora Launches Free Financial Coaching Services to End Users via TrustPlus

Fintech News Desk
Event Based Service Offers One-On-One Financial Coaching Dora Financial, a marketing and innovation CUSO (credit union service organization) powered by the credit union movement, announced the launch of its new feature, event-based financial coaching. Dora end users now have access to personal finance coaching at no cost through a new......
Asset-Map Holdings, Inc. Announces $6 Million in Series B Funding
Finance Fintech Funding News

Asset-Map Holdings, Inc. Announces $6 Million in Series B Funding

Fintech News Desk
Latest Funding Will Allow Asset-Map to Continue Growth, Empower More People to Improve Financial Wellness Globally Asset-Map Holdings, Inc., the premier financial advice engagement experience for financial professionals, announced the close of a $6 million Series B funding round. “First and foremost, we are grateful to our new and existing......
Q2 Helps Utah Community Credit Union Achieve Significant Growth by Attracting Younger Members
Banking News

Q2 Helps Utah Community Credit Union Achieve Significant Growth by Attracting Younger Members

Fintech News Desk
Credit Union harnesses the power of Q2’s digital banking platform and its financial wellness solutions to meet the expectations of tech-savvy accountholders Q2 Holdings, Inc., a leading provider of digital transformation solutions for banking and lending, announced that Utah Community Credit Union (UCCU) has transformed its digital banking experience to......
Operation HOPE and Fulton Bank Partnership Generates Nearly $1 Billion in Loans to Low- and Moderate-Income Homebuyers
Banking Fintech News

Operation HOPE and Fulton Bank Partnership Generates Nearly $1 Billion in Loans to Low- and Moderate-Income Homebuyers

Fintech News Desk
Since 2016, Fulton Bank has made a substantial number of low- to moderate-income home loans through its partnership with Operation HOPE Operation HOPE recently recognized Fulton Bank, a subsidiary of Fulton Financial Corporation, for providing nearly $1 billion in loans to low- and moderate-income homebuyers over the past seven years.......
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