Goldman spinoff Simon tops $800 million as WestCap invests
Simon Markets, a financial-technology platform that spun out of Goldman Sachs Group Inc., secured up to $100 million in a ...
Tag: Wealth Management
Greenlight white-labels tech with Chase alongside consumer product
Greenlight scored a major victory in its first venture into white-labeling its technology with Monday’s launch of Chase First Banking, ...
Inside look: The pandemic revolution of wealth management
The coronavirus pandemic has transformed wealth management. Wealth management and advisory has traditionally been an area of financial services that ...
5 Questions with TD Wealth’s new head of US distribution
In this monthly Q&A segment, Bank Innovation features executives and industry thought leaders who highlight technology and innovation trends in ...
Ally Invest trade volume spikes 300% with market volatility
As the coronavirus pandemic continues to rock the U.S. economy, the volume of trade on the Ally Invest platform has ...
AI-supported asset manager Pagaya crosses $1.2b in AUM
Pagaya, a fintech firm which uses artificial intelligence to manage institutional money, has topped $1.2 billion in assets under management, ...
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 ...
‘If we can’t automate it, we don’t build it’: Wealthfront’s Andy Rachleff on ‘self-driving money’
In 2019, a chorus of digital investment platforms branched out into checking and savings accounts. Throughout the year, Wealthfront continued ...
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, ...
How Finfit is building out its financial toolkit for hourly and other workers
The field of fintech companies focusing on people who live paycheck to paycheck continues to grow, with Virginia Beach-based Finfit ...
