Jemstep

Finovate Alumni News

By Julie Muhn (@julieschicktanz) Posted on
Categories: Betterment, Blackhawk Network, blooom, CashStar, D3 Banking, eMoney Advisor, Expensify, FIS, FutureAdvisor, Jemstep, MaxMyInterest, mBank, Nomis Solutions, PayNearMe, PayPal, SimplyTapp, Sonavation, Temenos, Vanguard, Vantiv, Venmo, Wealthfront, Xero

Around the web

  • Glenbrook Partners’ whitepaper features PayNearMe.
  • mBank reports that six months after launching Light Branches, basic banking product sales have tripled in Light Branches compared to traditional branches.
  • PYMNTS features comments from Blackhawk Network, CashStar, FIS, SimplyTapp, and Vantiv on social commerce.
  • MasterCard partners with Premier Bank in expansion into Somalia.
  • Nomis Solutions launches upgrade of its price-optimization suite.
  • D3 Banking announces that its solution is now available in a hosted environment.
  • Blooom CEO and co-founder Chris Costello talks about his company’s relationship with Yodlee.
  • ThinkAdvisor features eMoney Advisor, Vanguard, Wealthfront, Betterment, FutureAdvisor, and Jemstep in a column on the changing environment for financial advisors.
  • Sonavation CTO Rainer Schmitt wins award from the IEEE Technical Committee on Communications Quality & Reliability.
  • TechCrunch features PayPal’s Venmo office.
  • Verizon Ventures welcomes SimplyTapp to its portfolio.
  • On the Money Radio’s Steve Pomeranz interviews MaxMyInterest CEO and founder Gary Zimmerman.

This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

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Finovate Alumni News

By David Penn Posted on
Categories: Bitbond, Coinbase, DarcMatter, EZBOB, Identity Theft 911, Jemstep, Kabbage, Lending Club, Lendio, Mitek, Oink, On Deck Capital, P2BInvestor, Prosper, Quisk, SayPay, Silanis Technology, SocietyOne, Toshl, TradeHero, TransferWise, TrueAccord, Wealthfront

On Finovate.com

  • Finovate Debuts: SayPay Combines Voice Recognition and Biometric Authentication

Around the web

  • ColoradoBiz talks with Entrepreneur of the Year finalist: Krista Morgan, CEO and co-founder of P2Binvestor.
  • TechCrunch column on bitcoin and the remittance market references Coinbase and TransferWise.
  • PYMNTS.com highlights OnDeck, Lending Club, and Prosper in its look at the changing relationship between banks and alternative lenders.
  • Business Insider: SocietyOne thinks Australia is big enough for a bunch of small players.
  • TradeHero parent partners with the Singapore Exchange (SGX) to launch the SGX StockWhiz 2015 contest.
  • Bitbond, Wealthfront, and TrueAccord listed among six rising fintech startups.
  • Lendio-powered Staples business loans surpasses $1 million in funding for 43 SMBs across the U.S.
  • Quisk short-listed for Red Herring’s Top 100 North America award.
  • Fox Financial Planning Network picks Jemstep’s Advisor Pro as automated investment service platform for its AdvisorTouch Symphony program.
  • The Hanover Insurance Group teams up with Identity Theft 911 to provide businesses with better defense against data breaches.
  • FearlessMen.com reviews small business lender, EZBOB.
  • etcAndroid spotlights Toshl Finance Budget and Expense app 1.7.21.
  • FundSERV to integrate e-SignLive from Silanis into its eDOCS solution.
  • Mitek to acquire IDchecker, a global identity verification solutions provider.
  • Oink featured in USA Today’s list of five financial musts for college grads.
  • Accredited Investor Markets interviews DarcMatter CEO Sang Lee.
  • Kabbage partners with Sage payment solutions to launch Sage small business loan powered by Kabbage.

This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

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Finovate Alumni News

By David Penn Posted on
Categories: Bluefin Payment Systems, Financial Guard, Global Debt Registry, Jemstep, LendingTree, Malauzai Software, Motif Investing, Nymi, PayNearMe, Rippleshot, ThreatMetrix, TickSmith

On Finovate.com

Around the web

  • Financial-Planning provides an in-depth profile of Motif Investing.
  • Rippleshot to join SixThirty accelerator’s Spring 2015 cohort.
  • The Globe and Mail highlights Nymi’s take on wearable security.
  • Bluefin Payment Systems partners with Paydunk to offer an all-in-one mobile security and integrated e-commerce payment solution.
  • ThreatMetrix wins Best Anti-Malware Product and Hot Company in MFA at 2015 Cyber Defense Magazine Awards.
  • Orion Advisor Services partners with Jemstep to bring independent advisers who use Orion’s platform the benefits of robo-adviser automation.
  • PayNearMe enables Philadelphia bike-share program-members to pay their fees using cash.
  • TickSmith adds Book Replay Module to Its TickVault Platform.
  • Barron’s feature on robo-advisers quotes Kevin Pohmer, president of Financial Guard.
  • Global Debt Registry names Kathy Simmermon as EVP of business development.
  • Fox Business interviews Lending Tree CEO Doug Lebda.
  • Feature on card controls highlights solutions developed by Malauzai Software. See Malauzai at FinovateSpring 2015 in May.

This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

 

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Finovate Alumni News

By Julie Muhn (@julieschicktanz) Posted on
Categories: Arxan Technologies, BankBazaar, BehavioSec, Comarch, Dealstruck, Digital Insight, Jemstep, Malauzai Software, PhotoPay, Quantopian, True Potential, Xero

On Finovate.com

  • Finovate Debuts: PhotoPay’s BlinkOCR Recognizes Data by Context.
  • Finovate Alums Win Gold, Silver, and Bronze at PYMNTS Innovation Awards 2015.

Around the Web:

  • PYMNTS interviews DealStruck CEO & Co-founder about how the startup works with traditional banks. Come see DealStruck demo at FinovateSpring 2015.
  • BBC News features BehavioSec’s behavioral biometrics security.
  • iZettle integrates with Xero to keep business’ sales, VAT, deposits & processing fees updated with accounting.
  • Consumers Credit Union deploys online, mobile, and tablet banking solutions from Digital Insight.
  • Arxan Technologies earns finalist spot in Info Security Product Guide’s Annual 2015 Global Excellence Awards.
  • Gartner’s CRM Vendor Guide 2015 features Comarch.
  • Robb Gaynor, chief product officer for Malauzai Software, talks about plans for an Apple Watch app. See Malauzai demo its technology in San Jose at FinovateSpring 2015.
  • True Potential launches True Potential One to help investors consolidate and simplify their finances.
  • The Economic Times feature on mobile banking quotes BankBazaar.com CEO Adhil Shetty.
  • Dealstruck appoints Ryan Campbell as Vice President of Sales.
  • Quantopian-supported research to be published in Stocks & Commodities magazine.
  • Oink featured on NBC 24 Today’s Money Monday program

This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

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Finovate Alumni News

Finovate Alumni News
By David Penn Posted on
Categories: AdviceGames, Flint Mobile, INETCO Systems, investUP, Jemstep, PayNearMe, PayPal, Pendo Systems, Revolut, Sedicii, Zopa

On Finovate.com:

  • Flint Mobile Opens Up for Developers to Embed In-App Card Payments.
  • PayNearMe Brings Online Cash Payments to ProfitStars’ EPS Smart Pay Express.

Around the web:

  • BECU licenses INETCO Analytics to gain insights from ATM transaction data. See INETCO at FinovateSpring 2015 in San Jose.
  • investUP adds five new equity and P2B crowdfunding sites to its platform.
  • Sibos Innotribe selects semi-finalists: Revolut, Sedicii, Advice Games, and Pendo Systems.
  • PayPal Here now available with Microsoft Surface Pro 3 Online and in Microsoft Store.
  • Jemstep partners with Stronghold Financial to launch Advisor Lead Gen Platform.

This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

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Alumni News– January 23, 2015

By David Penn Posted on
Categories: Akimbo Financial, BankBazaar, Betterment, Bill.com, BlueVine, Encap, EZBOB, FutureAdvisor, Google Cloud Platform, Jemstep, Kreditech, LearnVest, MaxMyInterest, Mifos Initiative, Motif Investing, On Deck Capital, Personal Capital, SigFig, Toshl, TradeKing, Wealthfront
  • Thumbnail image for Thumbnail image for Thumbnail image for Thumbnail image for Thumbnail image for Thumbnail image for Thumbnail image for Thumbnail image for Thumbnail image for Finovate-F-Logo.jpgInternet Retailer looks at the relationship between product reviews and revenue courtesy of a new report from Baazarvoice.
  • Xero highlighted as “our best purchase of 2014” by Business Betties.
  • MakeMoneyYourWay profiles EZBOB and its new business loan promotion, the New Year’s Revolution.
  • Zee News’ Money Guru interviews Abhishek Dwivedi, vice president operations at BankBazaar.com.
  • Liverpool Echo features Toshl Finance in its list of must-have apps for busy moms.
  • Investopedia’s guide to choosing roboadvisors spotlights nine Finovate alums: Betterment, FutureAdvisor, Jemstep, LearnVest, Motif Investing, Personal Capital, SigFig, TradeKing, and Wealthfront.
  • Benzinga Fintech Awards publishes its video interview with Gary Zimmerman, CEO of MaxMyInterest.
  • American Banker covers OnDeck’s small business loan marketplace for institutional investors.
  • Pymnts interviews René Lacerte, CEO and Founder of Bill.com about how to simplify B2B payments.
  • Mifos welcomes new partners: SkooliLabs and iSystems
  • Google Cloud Platform releases beta of Google Container Registry for secure hosting, sharing, and management of private container repositories.
  • BlueVine Grabs $18.5 Million to Increase Small-Business Lending.
  • Encap Security CEO Thomas Bostrom Jorgensen asks if biometrics provide a “false sense of security” in a column for Bob’s Guide.
  • Akimbo Financial acquired by Payment Data Systems.
  • Kreditech Secures $200 Million Line of Credit.
This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

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Jemstep to Power Redhawk Online Advisor

By David Penn Posted on
Categories: Jemstep

Thumbnail image for JemstepLogo2.jpg

What do you get when you combine online investment advisory with traditional human advisors?

One outcome is Redhawk Online Advisor, a new service made possible due to a partnership between online investment advisory firm, Jemstep, and Redhawk Wealth Advisors, a full-service registered investment advisor.

“We’re excited to add this service to our traditional offering as a way to increase our efficiency as we both broaden and deepen our client relationships,” said Redhawk Wealth Advisors CEO, Dan Hunt. Hunt suggested that clients increasingly expect both online technology and a “personal touch” when it comes to helping them manage their investments.
Jemstep_homepagenew.jpg
Simon Roy, Jemstep president, also underscored the way the technology will help advisors better engage their clients. “Our embedded communications platform keeps advisors informed about their client’s use of the service, and helps them reach out to qualitified prospects more efficiently.”
Redhawk Online Advisor integrates seamlessly with Redhawk’s current services for investors. The technology aggregates client accounts, making it easier for advisors to provide better, more “holistic and unbiased guidance” in the words of Redhawk advisor, Michelle Bertram, and provides actionable advice to help clients reach their financial goals.
Jemstep_FS2013stage.jpg
(Above: L-R. Kevin Cimring, CEO,  Matthew Rennie, CTO)
In addition to frequent coverage in both financial and mainstream media, Jemstep launched its Advisor Pro solution in November. The company followed that up with an announcement that it had become a partner on TD Ameritrade’s account management and trading platform, Veo.
With more than 10,000 users, Jemstep is headquartered in Los Altos, California, and was founded in 2008. The company demoed its Portfolio Manager solution at FinovateSpring 2013.

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Alumni News– December 23, 2014

By David Penn Posted on
Categories: CashStar, Continuity Control, EVRY, Green Dot, Heckyl Technologies, Jemstep, Jwaala, Kashoo, Klarna, Larky, Lending Club, On Deck Capital, Silanis Technology, Sonavation, TradeKing, Xignite

Thumbnail image for Thumbnail image for Thumbnail image for Thumbnail image for Thumbnail image for Thumbnail image for Thumbnail image for Thumbnail image for Thumbnail image for Finovate-F-Logo.jpg

  • The Tech Bulletin profiles Heckyl Technologies.
  • Sonavation announces acquisition of assets of Arkami.
  • Chelsea State Bank launches Larky-powered mobile app.
  • EVRY announces a four-bank, $160 million payments partnership.
  • Kashoo unveils version 4.1 of its cloud accounting and bookkeeping app for iOS. 
  • Walmart to distribute GreenDot prepaid products in 2015.
  • BMO Financial Group’s deployment of Xignite Enterprise wins American Financial Technology Award.
  • IT Qlick takes a look at Jwaala Personal Financial Manager and roomMaster.
  • CashStar teams up with Spafinder Wellness.
  • NY Times DealBook looks at disruptive startups in fintech including Lending Club, On Deck, and TradeKing.
  • Forbes.com column on how companies stand out from the crowd features Silanis Technology.
  • Jemstep to power Redhawk Online Advisor.
  • Continuity Control taps Peter Rawlinson as Chief Marketing Officer.
This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

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Alumni News– December 19, 2014

By David Penn Posted on
Categories: ayondo, Betterment, BrightScope, CardFlight, CREALOGIX, Financial Guard, FutureAdvisor, Holvi, IntelliResponse, Jemstep, Klarna, Loop, Meniga, Open Bank Project, peerTransfer, Personal Capital, SigFig, TradeKing, TransferWise, True Potential, Wallaby Financial, Wealthfront, Xero
  • Thumbnail image for Thumbnail image for Thumbnail image for Thumbnail image for Thumbnail image for Thumbnail image for Thumbnail image for Thumbnail image for Thumbnail image for Finovate-F-Logo.jpgMoney Facts looks at how TransferWise helps consumers save on money transfer fees.
  • Huffington Post features Matthew Goldman of Wallaby Financial in a conversation on credit card strategies for travelers.
  • PYMNTS.com interviews LoopPay Chief Technologist George Wallner.
  • A comparison between Stockholm and Silicon Valley in The Independent highlights Klarna.
  • Virtual Agent Chat checks in on post-acquisition IntelliResponse.
  • Cardflight’s SwipeSimple joins MasterCard mPOS providers.
  • News.com.au reports: How Xero went from a scribbled figure on a serviette to a $2 billion company.
  • Crealogix and Meniga create Digital Bank and PFM Solution for BNP’s Consors Bank.
  • peerTransfer named 2014 Winner of BostInno’s 50 on Fire Award.
  • Forbes lists Holvi as 1 of 5 Finnish startups to watch.
  • Programmable Web considers how Open Bank Project’s API brings more openness to banking internationally.
  • Ayondo launches ad campaign on 2 major German TV networks.
  • Business Insider features Betterment, Financial Guard, FutureAdvisor, Jemstep, Personal Capital, SigFig, TradeKing, and Wealthfront in a look at the growth of robo-advisors.
  • BrightScope releases its Top 30 401(k) Plans List.
  • Management Today profiles David Harrison, managing partner at True Potential.
This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

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Jemstep Launches Advisor Pro, Announces Integration with TD Ameritrade’s Veo Platform

By David Penn Posted on
Categories: Jemstep

Thumbnail image for JemstepLogo2.jpgWhen the going gets good for online investment advisory innovators, the good online investment advisory innovators go pro.

Jemstep announced the launch of Jemstep Advisor Pro this week at the T3 Enterprise Conference. The technology is a plug-and-play platform that helps financial advisors better onboard, engage, and serve their clients.
Kevin Cimring, Jemstep CEO, cited his company’s relationships with financial advisors as playing a key role in the development of Advisor Pro. “As a result of that process,” he said, “I am excited to announce that our advisor platform has evolved into a comprehensive solution for advisors looking to efficiently scale their businesses.”
JemstepAdvisorPro_homepage.jpg
The platform lets advisors offer prospective clients free analysis of their current investment portfolio and see how that portfolio compares to those recommended by Jemstep’s algorithms. Again, the goal is to give advisors the tools for growth. “These features are designed to increase conversion of prospects into long-term clients,” Cimring explained.
Jemstep also announced that the company had been approved as a partner on TD Ameritrade’s account management and trading platform, Veo.
According to Jemstep vice president of product, Mark Richards, more than 10,000 investors have linked accounts on Jemstep, representing $3 billion in assets. “People will do this,” he said.
Founded in 2008, Jemstep is headquartered in Los Altos, California. The company has raised $15 million in funding, with the most recent round in October 2013 bringing in $4.5 million. At the company’s last Finovate appearance in the Spring of 2013, Jemstep demoed its Portfolio Manager solution. See video of the presentation here.

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Alumni News– November 5, 2014

By David Penn Posted on
Categories: Betterment, Braintree, CAN Capital, Financial Guard, FutureAdvisor, Jemstep, MasterCard, Nutmeg, PayPal, SigFig, SumUp, Venmo, Wealthfront, Yodlee
  • Thumbnail image for Thumbnail image for Thumbnail image for Thumbnail image for Thumbnail image for Thumbnail image for Thumbnail image for Thumbnail image for Finovate-F-Logo.jpgBraintree announces new service that makes it easier for merchants to sign up for the platform.
  • MasterCard launches MasterPass in Czech Republic.
  • CAN Capital to offer loans via Yodlee’s Small Business solution.
  • PayPal’s Venmo to power payments for web and mobile chat app, Dasher.
  • Wall Street Sector Selector highlights Financial Guard and lists Betterment, FutureAdvisor, Jemstep, Nutmeg, SigFig, and Wealthfront in a column on using roboadvisors with retirement accounts.
  • SumUp partners with BitPay to integrate bitcoin into its mPOS solution.
This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

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Alumni News– August 25, 2014

By David Penn Posted on
Categories: Betterment, BillGuard, Dynamics, Financial Guard, FutureAdvisor, Geezeo, inStream Solutions, Jemstep, Kabbage, Lending Club, Motif Investing, Moven, On Deck Capital, Prosper, SigFig, Top Image Systems, Wealthfront
  • Thumbnail image for Thumbnail image for Thumbnail image for Thumbnail image for Thumbnail image for Thumbnail image for Finovate-F-Logo.jpgSan Antonio Federal Credit Union to integrate Geezeo PFM technology.
  • On Deck partners with Worldpay to provide access to financing for small and medium-sized merchants.
  • PaymentsSource features Dynamics ePlate among its list of “7 unusual emerging payments technologies.”
  • Top Image Systems announces patent for full page mobile image processing.
  • The New York Times profiles Financial Guard, Motif, Betterment, FutureAdvisor, Jemstep, SigFig and Wealthfront .
  • InStream Solutions launches comparison tool.
  • Moven expands internationally, signs deal with New Zealand-based Westpac.
  • HuffPo profiles Prosper, Lending Club, and Kabbage in column on the rise of online lending.
This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

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