Personal Capital Archives - Page 10 of 17

Alumni News– November 13, 2014

By Julie Muhn (@julieschicktanz) Posted on November 13, 2014
Categories: Betterment, BioCatch, CAN Capital, DeviceFidelity, Diebiold, Encap, FIS, Fiserv, Fuze Network, Guardian Analytics, Kantox, Larky, Linqto, On Deck Capital, Personal Capital, Ripple, Rippleshot, SigFig, The Currency Cloud, Trulioo, TSYS, VerifyValid, Wealthfront, Xpenditure

Kili acquires NFC microSD pioneer DeviceFidelity.

American Banker lists Currency Cloud, BioCatch, Linqto, VerifyValid, and Rippleshot as top 10 tech companies to watch.

Fintech in the fall: themes and company updates from CAN Capital, Encap Security, Fuze Network, Guardian Analytics, Larky, Ripple, and Xpenditure.

American Banker examines 2015 plans for FIS, Fiserv and Diebold.

Forbes looks at the success of RoboAdvisors: Betterment, Wealthfront, Personal Capital, and SigFig.

Forbes examines Kantox’s P2P FX trading technology.

TSYS partners with FICO to deliver a marketing product for card issuers called TSYS Targeted Messaging.

Digital Insight enters reseller agreement with Guardian Analytics to deliver anomaly detection services to financial institutions.

Trulioo wins 2014 Canadian Technology Companies to watch award from Deloitte.

Huffington Post interviews Andrea Gellert, SVP Marketing at OnDeck.

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– October 30, 2014

By David Penn Posted on October 30, 2014
Categories: BBVA Compass, Cardlytics, Dwolla, Fiserv, HedgeCoVest, Insuritas, Knox, Lendio, Mitek, Personal Capital, SimplyTapp, Temenos, Trustev

Temenos announces availability of its new mobile banking app.

Mitek reports more than 3,000 FIs have signed up for its mobile deposit solution.

BBVA Compass partners with Dwolla to bring real-time payments to bank customers.

Personal Capital announces $50 million series D round.

xconomy profiles anti-fraud innovator, Trustev.

Fiserv launches Popmoney for Disbursements.

Insuritas to open and manage turnkey insurance agency for Heritage Community Credit Union.

Knox Payments recognized in emerging startup category at Venture Forum RVA event.

Cardnotpresent.com features how SimplyTapp uses host card emulation (HCE).

Check out Finovate Debuts: HedgeCoVest.

Lendio partners with The UPS store to help SMBs.

Cardlytics pulls in $70 million in Series F round, prepares for IPO.

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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Personal Capital Announces $50 Million Series D Round

By David Penn Posted on October 29, 2014
Categories: Personal Capital

Personal Capital has announced a new investment of $50 million.

The Series D round was led by Corsair Capital, BBVA Ventures, and USAA, with current investors Crosslink, IVP, and Venrock also participating. The investment takes Personal Capital’s total funding to $109 million.

Personal Capital CEO Bill Harris said, “This infusion will help accelerate our already-rapid growth – we’ve seen revenue increases of 10% or more each month for the past seven quarters.”

It’s one thing to have a banner year in funding for alternative investment services. Between Personal Capital and Wealthfront, the sector is having a banner week. In a statement, Corsair Capital’s Jeremy Schein positioned Personal Capital at the “intersection of consumer technology and financial services.” It will be interesting to see how the platform continues to distinguish itself on what is an increasingly crowded corner.

Personal Capital differentiates itself with an approach that blends the PFM and online investors advisory approaches in order to provide an “end-to-end” money management system. And unlike the “robo-advisors” it is often grouped with, Personal Capital uses a technology-assisted advisor strategy, in which real-live human financial advisors play a key role in helping clients plot their financial plans.

As Harris explained in a talked-about interview on CNBC from earlier this year:

“We take the best of traditional wealth management, which is typically only available to people with multiple millions of dollars. We take that sophisticated and customized financial management, and bring it down and make it available to regular people, affluent households in this country.”

On the technology side, Personal Capital’s online and mobile apps give clients the ability to discover their net worth, track and manage cash flow and budgets, and check up on investments, including 401(k)s. Clients can review finances on their desktop, tablet, or smartphone and, when ready, schedule a consultation with a Personal Capital financial advisor.

Founded in 2009 and headquartered in Redwood City, California, Personal Capital demoed its One Click Investment Proposals at FinovateSpring 2014. See a video of the company’s presentation.

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Alumni News– October 8, 2014

By Julie Muhn (@julieschicktanz) Posted on October 8, 2014
Categories: Actiance, Arroweye Solutions, Cachet Financial Solutions, Dwolla, Personal Capital, The Currency Cloud, Top Image Systems, TSYS, WePay, Xpenditure

Xpenditure brings in $1.25 million in funding.

Pymnts interviews Mike Laven, CEO of Currency Cloud.

WePay launches WePay Clear to powers payments invisibly from the backend.

TSYS upgrades CentreSuite, its online self-service solution for commercial cardholders.

LSC deploys Cachet Financial Solutions’ Select Mobile Money Platform for LSC’s CU Money prepaid card users.

Investment News features Personal Capital.

Actiance integrates with PeopleLinx to facilitate social media adoption.

Hospitality Marketing Concepts selects Arroweye Solutions to deliver personalized rewards cards and welcome kits.

FinovateFall 2014 Sets New Attendance Record of 1,500.

Top Image Systems announces relocation of TIS America’s headquarters to Plano, Texas.

In a funding round led by CME Group, Dwolla raised $9.7 million in new capital.

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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FinDEVr 2014: Personal Capital’s Data Aggregation Helps Model a User’s Complete Financial Life

By Julie Muhn (@julieschicktanz) Posted on September 30, 2014
Categories: FinDEVr San Francisco 2014, Personal Capital

This post is part of our live coverage of FinDEVr San Francisco 2014.

Personal Capital showed how its data aggregation can model and report a user’s financial life:

The Art of Data Aggregation

This presentation is for developers and engineers who build applications on top of data gathered from multiple sources. The objective of our data aggregation platform is to model (and report) a user’s complete financial life.

We share the three key architectural principles that have made this platform possible:

Owning the aggregated data to improve quality
Synthesizing data and developing machine learning intelligence to obtain unique insights
Developing APIs that hide data complexities to drive efficient UI development

Presenters: Fritz Robbins, CTO and Ehsan Lavassani, VP Engineering

About:

Personal Capital helps people live better financial lives with technology-enabled advisory services as well as free financial software and educational content. Their award-winning apps enable you to effortlessly view your entire financial life in one place. Personal Capital brings to everyone wealth management that previously only the wealthiest could afford.

Website: personalcapital.com

Blog: techblog.personalcapital.com

Twitter: @personalcapital

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FinDEVr Preview: Paradigm4, PayNearMe, Personal Capital, StockTwits, and Tradier

By David Penn Posted on September 21, 2014
Categories: FinDEVr San Francisco 2014, Paradigm4, PayNearMe, Personal Capital, Stocktwits, Tradier

Here’s Part Three of our final preview of the companies that will be demoing their technologies on Tuesday, September 30, Day One of FinDEVr. In this installment, we look at:

Click here for Part One. Part Two is available here.

FinDEVr is less than a week away. But there’s still time to get your tickets and save your spot.

Paradigm4 develops and supports SciDB: the open source, analytic DBMS; programmable from R & Python. SciDB is designed from the ground up to support more facile data management for Big and Diverse data and to do faster and bigger math. Hard questions. Fast answers. Open source.

Keynote: Crypto-Currency and Massive Network Analysis

We’ll begin with a graphical overview of a crypto-currency financial network, discuss the key issues and challenges around massive network analysis and then demonstrate our solution using SciDB via the RStudio user interface.

Why it’s great for developers:

More data science, less computer science with SciDB:

ACID DBMS
Horizontally scalable on commodity HW
Massively parallel matrix math
Programmable from R or Python

Big analytics without big hassles. Hard questions. Fast answers. Open source.

PayNearMe enables consumers to pay rent, repay loans, buy tickets, make online purchases, and do much more with cash. Consumers can make cash payments in their own neighborhood in less than 60 seconds through PayNearMe’s network of 17,000 authorized payment locations including 7-Eleven, Family Dollar, and ACE Cash Express stores.

Keynote: Bringing Cash Payments into the 21st Century

PayNearMe secrets unveiled. Why do we even bother with innovating cash? How we developed a system to digitize cash? And how modern development techniques laid the foundation for PayNearMe to become the fastest growing electronic cash transaction network?

Workshop: Strong But Agile: Innovation When Money is On the Line

Innovation in fintech happens faster than ever. When working with other people’s money, there is no room for error. How do you build teams and systems that are flexible for agile product development and rigid for security and reliability? What’s the relevance of historical payment systems? And what about Bitcoin?

Why it’s great for developers:

Supports endless number of payment use-cases including mobile, web, printed, and embedded barcodes.
Offers real-time communication path and various payment authorization options
Multiple implementation paths

The PayNearMe cash transaction platform is extremely flexible, handles the heavy lifting for merchants, and can plug into a large array of payment use cases.

Personal Capital helps people live better financial lives with technology-enabled advisory services as well as free financial software and educational content. Their award-winning apps enable you to effortlessly view your entire financial life in one place. Personal Capital brings to everyone wealth management that previously only the wealthiest could afford.

Keynote: The Art of Data Aggregation

This presentation is for developers and engineers who build applications on top of data gathered from multiple sources. The objective of our data aggregation platform is to model (and report) a user’s complete financial life.

We share the three key architectural principles that have made this platform possible:

Owning the aggregated data to improve quality
Synthesizing data and developing machine learning intelligence to obtain unique insights
Developing APIs that hide data complexities to drive efficient UI development

Why it’s great for developers:

Better data quality by owning collected data
Unique insights via data synthesis & machine learning intelligence
Efficient UI development via APIs that hide data complexities

We create complex models of a user’s financial life using a rich data aggregation platform and present it to the user in a simple and straightforward way.

StockTwits is a social network and publishing platform for investors and traders. We created the $ prefix of stocks (e.g. $MSFT). Follow @StockTwits and go to stock twits.com of real-time ideas and stock conversations.

Keynote: Investing in a Social, Local and Mobile World

We are in a mobile boom that has connected people who also happen to be investors. The markets have always been giant mood rings, but the periods of quiet and volatility are more intense. We’re discussing the best ways to use StockTwits to invest in the social era.

Why it’s great for developers:

Get caught up on what stocks and markets are trending fast
Follow smart people that speed your financial markets learning curve
Leverage relationships to make money

Our mobile apps are easy to use and the trending ticker along with our suggested list make staying in tune with markets easy and doable in 10-20 mi
nutes a day.

Tradier is a financial services cloud provider that offers a groundbreaking solution to serve platform providers, developers, and investors. The Tradier solution features an innovative set of fully hosted APIs, modules, and “out of the box” tools that are leveraged by a growing list of providers.

Keynote: An API Like Never Before – Do What Matters and the Rest Is Already Done

Have you ever tried to build a financial market app? It is painful and just about impossible. Too much data, trading, platform and process barriers. Tradier has done all that heavy lifting for you. An API that abstracts the pain and delivers the gain.

Why it’s great for developers:

Free developer access (no brokerage account required)
Historical market data going back nearly 30 years
A Broker who does not compete against you

Removal of barriers to financial market app innovation. Ease of implementation with fully-supported APIs.

We hope you’ve enjoyed our FinDEVr Preview series. We’ll be back in a week with our preview of companies presenting and holding workshops on Day Two / October 1 of FinDEVr.

And if you missed our previous editions of our FinDEVr Preview, the links below will help get you up to date.

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Alumni News– September 3, 2014

By Julie Muhn (@julieschicktanz) Posted on September 3, 2014
Categories: Blackhawk Network, Cortera, FutureAdvisor, Nutmeg, Personal Capital, TransferWise, ValidSoft

Cortera announces Caine & Weiner as the Latest Open Receivables’ Partner to Join Network.

Personal Capital launches Private Client Service. Come see Personal Capital’s presentation at FinDEVr in San Francisco Sept 30 and Oct 1.

Blackhawk Network announces integration with Google Wallet.

Nutmeg, TransferWise featured in Growth Business’ look at the top 10 technology venture capital investments of Q2.

ValidSoft wins 4th European Privacy Seal award for its Zero Latency Correlation process.

Badcredit.org profiles FutureAdvisor.

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 18, 2014

By David Penn Posted on August 18, 2014
Categories: ACI Worldwide, Betterment, Cardlytics, Coinbase, Expensify, Klarna, Personal Capital, Ripple, Silanis Technology, SumUp, Xero

Silanis Technology releases e-signature solutions for Salesforce and Microsoft Dynamics CRM. See Silanis at FinovateFall 2014 in New York.

Michael Grillo of ACI Worldwide talks about the role of mobile devices in fighting payments fraud.

Klarna announces appointment of Jon Kamaluddin to its Board of Directors.

SumUp earns double-digit million dollar investment led by Life.SREDA

Xero’s Customer Experience team wins Bronze Stevie Award in 2014 International Business Award. Check out Xero’s presentation at FinDEVr in San Francisco this October.

TechCrunch: Coinbase acquires blockchain explorer, Blockr.io.

Silicon Angle: Why Cardlytics ditched sample data for its real-time analytics tactics.

Forbes features Personal Capital.

EE Times reviews the similarities and differences between Ripple and bitcoin.

Forbes column on “the other sharing economy” profiles Expensify.

Investors.com checks in with Betterment on strategies for meeting retirement financial challenges.

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 15, 2014

By David Penn Posted on August 15, 2014
Categories: Betterment, Braintree, Credit.com, DoubleBeam, FutureAdvisor, GoBank, Kapitall, LearnVest, Motif Investing, Personal Capital, SigFig, VerifyValid, Wealthfront

Check out our latest CEO Interview: Paul Doyle of VerifyValid.

Credit.com releases new version of its iPhone mobile app.

Pymnts: EBay in talks to accept Bitcoin through its Braintree unit.

Pymnts compares DoubleBeam to the Merchant Customer Exchange.

GoBank now holds mobile check deposits for less than 10 days.

Forbes features multiple Finovate financial management and wealth planning alums: LearnVest, Personal Capital, FutureAdvisor, SigFig, Wealthfront, Betterment, Motif, and Kapitall.

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 11, 2014

By Julie Muhn (@julieschicktanz) Posted on August 11, 2014
Categories: BehavioSec, Betterment, Blackhawk Network, FutureAdvisor, LendUp, Misys, Motif Investing, Personal Capital, Wealthfront, Wipit

Misys announces acquisition of Custom Credit Systems.

Wipit brings omni-payment functionality to its prepaid cash mobile wallet.

LendUp partners with MoneyGram to enable real-time offline loan repay.

Barclays Pingit adds eGift options through Blackhawk Network partnership.

WSJ reports how Wealthfront, Betterment, Future Advisor, Personal Capital, and Motif are changing the investment landscape.

Wired UK Magazine lists BehavioSec as one of Euorpe’s hottest startups. See BehavioSec at FinDEVr this September 30 through October 1.

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 6, 2014

By David Penn Posted on August 6, 2014
Categories: Betterment, Feedzai, FutureAdvisor, Insuritas, Kapitall, Kreditech, LearnVest, Motif Investing, Personal Capital, Prosper, Radius, Ripple, SigFig, TradeKing, Wealthfront

Yahoo! Germany looks at financial innovation in Kreditech.

Prosper earns a spot on the 2014 AlwaysOn Global 250 Top Private Companies roster.

Feedzai launches anti-fraud, transaction scoring apps for Shopify and Big Commerce.

Forbes.com features Betterment, FutureAdvisor, Kapitall, LearnVest, Motif Investing, Personal Capital, SigFig, and Wealthfront in a discussion on Millennial generation investment habits.

Radius unveils its new website.

Richard Hagen, CEO of TradeKing Advisors, named to WealthManagement.com’s “Ten to Watch in 2015”.

Insuritas announces partnership with Financial Partners CU to open and manage its turnkey insurance solution.

Bank Innovation highlights alums SigFig and Ripple in a discussion on “8 under the radar fintech startups you should know.”

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 6, 2014

By Julie Muhn (@julieschicktanz) Posted on August 6, 2014
Categories: Betterment, Feedzai, FutureAdvisor, Insuritas, Kapitall, Kreditech, LearnVest, Motif Investing, Personal Capital, Prosper, Radius, Ripple, SigFig, TradeKing, Wealthfront

Yahoo! Germany looks at financial innovation in Kreditech.

Prosper earns a spot on the 2014 AlwaysOn Global 250 Top Private Companies roster.

Feedzai launches anti-fraud, transaction scoring apps for Shopify and Big Commerce.

Forbes.com features Betterment, FutureAdvisor, Kapitall, LearnVest, Motif Investing, Personal Capital, SigFig, and Wealthfront in a discussion on Millennial generation investment habits.

Radius unveils its new website.

Richard Hagen, CEO of TradeKing Advisors, named to WealthManagement.com’s “Ten to Watch in 2015”.

Insuritas announces partnership with Financial Partners CU to open and manage its turnkey insurance solution.

Bank Innovation highlights alums SigFig and Ripple in a discussion on “8 under the radar fintech startups you should know.”

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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