Former PayPal, Intuit CEO launches banking platform for middle-class families
One, a digital banking platform targeting middle-class families, launched its private beta today and announced a $17 million Series A ...
Tag: Personal Capital
With $12b in AUM, Personal Capital bets on a human-digital approach
For Personal Capital, the path to scale is go broad. The company this month hit a milestone of $12 billion ...
Aiming high and low: Inside Personal Capital’s customer strategy
For Personal Capital, the path to scale is to go broad. As a result, the Redwood Shores, Calif.-based hybrid adviser, ...
Top 4 Fintech Funding Rounds: Hopper, Memebox, Personal Capital, NoBroker
With the holiday season in full swing it seems fintech investors are spreading the cheer. From fare-predicting apps to e-commerce ...
Fintech Financings Pick Up at Yearend: BlueVine, Kreditech, ApplePie
Investors appear to be racing to disperse funds before 2016 comes to an end -- and fintechs are benefiting. In ...
Is Human-Robo ‘Hybrid’ Advisory the Best Way to Manage Finances?
Roboadvisors are hot in financial and wealth management at the moment, despite the fact that “roboadvisor” can essentially refer to ...
Personal Capital-BancAlliance Deal Brings Wealth Management to Smaller Banks
Wealth management has historically been a good source of revenue for banks, but it carried a significant cost, too. Smaller ...
Betterment to Pivot from Investments to Managing ‘All of Your Money’
Six years ago roboadvising was the domain of just a few startups, but today the space is getting increasingly crowded. ...
Breaking Banks: FinTech Takes on Investing [AUDIO]
JP Nicols, himself a veteran of the wealth management space, discusses innovation in wealth management on this week's episode of ...
Narrative Science Sets Sights on Robo Advisory
Narrative Science, which transforms data into narratives, is largely focused on assisting humans in wealth management. But a new opportunity ...
