Personal Capital

FinDEVr APIntelligence

By Julie Muhn (@julieschicktanz) Posted on
Categories: Avalara, BehavioSec, InComm, On Deck Capital, Personal Capital, Tradier, Wallaby Financial, WePay, Xignite

Are you building new financial technology? Be sure to register now for the only event exclusively for fintech developers, FinDEVr 2015, 6/7 Oct 2015 in San Francisco.

FinDEVr2015-SF-Logo-StackedwdateThe latest from FinDEVr 2015 presenters:

  • Wallaby totals 2,700 credit cards and 500 banks in Cardbase database.
  • Avalara adds SuiteRetail to its list of certified solution partners.
  • GeekWire considers Avalara’s success, including its corporate lounge at the U.S. Open.
  • Financial Times lists Personal Capital in its Top 300 RIA List.
  • Personal Capital CEO Bill Harris, former PayPal CEO, discusses how PayPal fits into mobile payments.
  • Personal Capital launches Retirement Calculator that pulls data directly from your account to give you a reality check about saving.
  • Xignite Inside: Market Data Provider Powers Apple Watch Apps for Finovate Alums.

Alumni updates:

  • Tradier integrates with OneOption to advance options-trading platform.
  • Finovate talks payment API security with John Canfield, VP of risk for WePay.
  • Fortune Magazine and Great Place to Work place On Deck Capital on list of 100 best places to work for millennials.
  • Finance Magnates features Tradier in its Fintech Spotlight.
  • Payments Source features BehavioSec’s biometric security solution (paywall).
  • InComm partners with U.K.-based Sainsbury’s to help consumers save on the cost of fuel at Sainsbury’s petrol stations after buying gift cards.

Stay up to date on daily developments by following FinDEVr on Twitter.

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Finovate Alumni News

By Julie Muhn (@julieschicktanz) Posted on
Categories: Acculynk, blooom, Currency Cloud, FutureAdvisor, InComm, Insuritas, Lending Club, Misys, Moven, Personal Capital, Prairie Cloudware, Qapital, Xignite

On Finovate.com

  • Currency Cloud Cooks Up $18 Million in New Funding Round
  • FutureAdvisor Grows 10x to $600+ Million Under Management
  • Xignite Inside: Market Data Provider Powers Apple Watch Apps for Finovate Alums
  • Prairie Cloudware Announces New Round of Investment

Around the web:

  • Insuritas to power insurance-agency solution to First Federal Savings Bank of Wyoming.
  • American Banker mentions how Qapital and Moven recently updated their software to make saving easier.
  • Digital Transactions recognizes Payzur from Acculynk as a P2P payments leader.
  • Misys wins Best Trade Finance Tech Solutions Company at the Trade Finance Awards for Excellence.
  • Fortune profiles Blooom President Greg Smith, former Goldman Sachs banker.
  • Personal Capital CEO Bill Harris, former PayPal CEO, discusses how PayPal fits into mobile payments.
  • InComm partners with U.K.-based Sainsbury’s to help consumers save on the cost of fuel at Sainsbury’s petrol stations after buying gift cards.
  • Jo Ann Barefoot podcast interviews Lending Club founder and CEO, Renaud Laplanche.

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 Launches Retirement Planner to Give You a Reality Check

Personal Capital Launches Retirement Planner to Give You a Reality Check
By Julie Muhn (@julieschicktanz) Posted on
Categories: Personal Capital

PersonalCapitalHomepage

Odds are, you’ve used some type of retirement calculator in the past to ensure you’re contributing enough of your current paycheck to your future self.

Today, Personal Capital launched a detailed, automated version of what it’s calling the Personal Capital Retirement Calculator.

The tool draws data from a user’s existing Personal Capital account, then asks questions about children and their education, Social Security expectations, and planned retirement lifestyle. Next, it generates 5,000 Monte Carlo simulations to predict your median net worth at retirement age and the 10% worst outcomes.

Although looking at the worst case scenario can be a bit sobering, the tool offers practical application by showing a range of expected results from different savings amounts. It also has the flexibility to edit retirement age, spending, and savings, as well as additional income changes, such as downsizing or receiving a pension.

The tool is available as a free feature for new and existing account holders.

Personal Capital showed off its data aggregation capabilities at FinDEVr 2014 in San Francisco.

http://finovate.wistia.com/medias/f94fu66zy9?embedType=iframe&videoFoam=true&videoWidth=640

Interested in seeing more presentations like Personal Capital’s? Tickets are now on sale for FinDEVr 2015 in San Francisco. Pick up yours today.

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Finovate Alumni News

By Julie Muhn (@julieschicktanz) Posted on
Categories: BehavioSec, Cartera Commerce, FinanceIt, FundAmerica, Jingit, Kony Solutions, Loop, Malauzai Software, NICE Systems, Personal Capital, Prairie Cloudware, Prosper, Shoeboxed, Social Money, TradeHero, Tradeshift, Tradier, Trustly

On Finovate.com

  • Social Money Teams Up with Sallie Mae to Provide Goal-based Savings Accounts
  • Finovate Debuts: Shoeboxed’s Features Help Banks Dig Into Level 3 Data
  • Personal Capital Launches Retirement Planner to Give You a Reality Check

Around the web

  • Trustly creates double-digit increase in conversion rate after launching with Logitravel, now constitutes 40%+ of all transactions.
  • PYMNTS interviews Vishal Patel, senior marketing leader at Tradeshift on how the company makes the supply chain run smoothly.
  • Personal Capital launches retirement-planning tool.
  • Finance Magnates features Tradier in today’s Fintech Spotlight.
  • NICE Actimize, a division of NICE Systems, launches its Customer Due Diligence suite.
  • Mobile Syrup features FinanceIt, “the money lender for the smartphone age.”
  • InvestorIntel for Investors highlights Lending Club, Prosper, and FundAmerica in its look at startups in the crowdfunding industry.
  • Upstart Business Journal talks about how Malauzai Software is enabling “wearable banking.”
  • Let’s Talk Payments interviews Jingit CEO Kate Bolster.
  • BuzFeed lists TradeHero among its “13 apps that’ll teach you something new every day.”
  • Business Insider examines how LoopPay could help Samsung take the “early lead” in mobile payments.
  • PaymentsSource quotes Prairie Cloudware CRO Doug Parr in a column on Apple Pay adoption (sub req).
  • Payments Source features BehavioSec’s biometric security solution (paywall).
  • Emitac Enterprise Solutions partners with Kony to speed the delivery of enterprise mobile apps.
  • Cartera Commerce launches Splender, a new eCommerce and cash-back shopping website.

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: Avalara, edo Interactive, Feedzai, LendingRobot, Pendo Systems, Personal Capital, Pindrop Security, SizeUp, Token, Tradier, Vantiv, Wallaby Financial, WePay

On Finovate.com

  • SizeUp, Token, and Pendo Systems Win at Innotribe 2015 New York
  • Vantiv Brings its Payment and Processing Solutions to the USPS
  • Finovate Talks Payment API Security with John Canfield, VP of Risk for WePay

Around the web

  • American Banker talks with LendingRobot about liquidity in P2P lending.
  • Wallaby now has 2,700 credit cards and 500 banks in Cardbase database. Come see Wallaby at FinDEVr in San Francisco.
  • SuiteRetail joins Avalara’s community of certified solution partners. Check out Avalara at FinDEVr 2015, 6/7 October.
  • Tradier Brokerage integrates with OneOption LLC to advance options trading platform.
  • GeekWire considers Avalara’s success, including its corporate lounge, at the U.S. Open.
  • PYMNTS interviews Souheil Badran, newly appointed president and CEO of edo Interactive.
  • Nuno Sebastião, CEO of Feedzai, talks with PYMNTS about fraud detection.
  • Pindrop Security launches Pindrop Labs.
  • Financial Times lists Personal Capital in its Top 300 RIA List.
  • iBe publishes study on customer experience in banking and fostering innovation.

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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The FinDEVr APIntelligence

The FinDEVr APIntelligence
By Julie Muhn (@julieschicktanz) Posted on
Categories: Backbase, BehavioSec, Braintree, FinDEVr APIntelligence, Kabbage, MasterCard, On Deck Capital, PayNearMe, PayPal, Personal Capital, Plaid, SimplyTapp, Slice, SnoopWall, Spreedly, Trulioo, VISA, Xero

Are you building new financial technology? Be sure to register now for the only event exclusively for fintech developers, FinDEVr 2015, Oct 6-7 in San Francisco.

FinDEVr2015-SF-Logo-Stackedwdate

The latest from FinDEVr 2015 presenters

  • Pinterest turns to Braintree to power PayPal payment option for browsing consumers.
  • FinDEVr 2015: First Round of Presenting Companies Revealed.
  • Backbase set to launch its first hackathon, 19/20 June 2015.
  • Spreedly now supports third-party tokens to help merchants continue to process transactions using their existing gateway-specific tokens from within Spreedly.
  • Thinking Capital announces new name, visual identity and tagline.
  • SandHill mentions SnoopWall as 1 of 5 Cool, Pre-VC, Cybersecurity Startups.
  • Avalara acquires Belgium-based VAT Applications.
  • UPS Capital Partners integrates with Kabbage to offer more SMBs access to a loan through UPS.

Alumni updates

  • Xero developed business apps that Apple is using to help market the iPad’s use in business.
  • Tech.co looks at how Trulioo’s API defends startups against credit-card fraud.
  • Xero reaches 500,000 customers for its cloud accounting service, sets sights on 1 million customer milestone.
  • Verizon Ventures welcomes SimplyTapp to its portfolio of investments.
  • Dunkin’ Donuts, Fandango, Sundance Catalog and Williams-Sonoma have all integrated Visa Checkout into their apps.
  • NerdWallet turns to Trulioo CEO Stepehn Ufford who offers 5 steps to protect against cyberthreats.

Stay up to date on daily developments by following FinDEVr on Twitter.

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Finovate Alumni News

By Julie Muhn (@julieschicktanz) Posted on
Categories: Akamai, Bitbond, DriveWealth, Klarna, Market Prophit, Motif Investing, Personal Capital, Realty Mogul, Silanis Technology, TickerTags, TransferWise, TrueAccord, Trulioo, TSYS, Wealthfront, Whodini

On Finovate.com

  • “Finovate Debuts: Whodini Takes KYC to the Bluetooth Level”
  • “DriveWealth Hires Harry Temkin as New Chief Information Officer”

Around the web

  • PYMNTS chats with Morgan Beard, strategic marketing director at TSYS about how “Bring Your Own Persona” applies to banking.
  • Akamai Technologies partners with CU Cloud, China Unicom’s cloud business, to offer web performance, media delivery, and cloud security services.
  • TransferWise surpasses £500 million transferred worldwide every month, representing 2% of the U.K.’s global remittance market.
  • Money.com’s column on the secrets of crowdfunding success highlights Realty Mogul.
  • Financial Times profiles European payments innovator, Klarna.
  • GAINSCO Auto Insurance to provide agents with e-signature technology from Silanis Technology.
  • Wealth Management looks at the “new breed” of fintech companies specializing in alternative investments such as HedgeCoVest and Hedgeable.
  • Benzinga’s Jim Probasco interviews Sang Lee, CEO and co-founder of DarcMatter.
  • Edenred Mexico to deploy real-time transaction-monitoring and customer-analytics technology from INETCO Systems.
  • Market Prophit and TickerTags are featured in a Waters Technology column on the changing nature of market data.
  • HuffPo Business interviews TrueAccord COO Sofya Pogreb as part of its series on women in business.
  • Coin Telegraph lists Bitbond, Wealthfront, and TrueAccord in its roundup of “rising fintech startups.”
  • Tech.co looks at how Trulioo defends startups against credit card fraud.
  • How Motif CEO Hardeep Walia and Personal Capital CEO Bill Harris feel about the term “robo-advisor”.

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: Betterment, CAN Capital, Check Point, FutureAdvisor, itBit, LearnVest, Lending Club, MiiCard, Motif Investing, Personal Capital, Prosper, Seergate, SigFig, Wallaby Financial, Wealthfront, Yodlee

On Finovate.com

  • itBit Raises $25 Million, Earns New York State Trust Charter Ahead of Finovate Debut Next Week in San Jose

Around the web

  • The Fiscal Times features Wealthfront, Betterment, Personal Capital, FutureAdvisor, SigFig, and Motif Investing in a column on the rise of the robo-adviser.
  • FierceFinanceIT highlights Lending Club and Prosper in its look at growing investment in P2P lenders by Wall Street.
  • Version 3.5 of Wallaby Financial’s new Android app provides ambient alerts to help consumers save on gasoline.
  • MiiCard CEO James Varga quoted in a column on Edinburgh’s tech pioneers.
  • CAN Capital reaches milestone of $5 billion in working capital facilitated through its platform.
  • Report on fintech in The Economist references Lending Club among key disruptors.
  • Nokia partners with Checkpoint for telco cloud security.
  • MyECheck completes acquisition and integration of Seergate.
  • Yodlee adds LearnVest acquirer, Northwestern Mutual, as client.
  • Javelin Strategy & Research lists 4 trends to watch at Finovate next week. Come see them unfold live at FinovateSpring 12/13 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 David Penn Posted on
Categories: CSI globalVCard, EZBOB, FIS, GMC Software Technology, Infosys, Kapitall, Motif Investing, Personal Capital, ReadyForZero, Revolut, Sedicii, SigFig, SmartAsset, TransferWise

On Finovate.com

  • SigFig Brings on New Advisory Board Members and $1 Million in Funding
  • Alt-Lender EZBOB Deepens Pockets by $46 Million

Around the web

  • InvestorCentral looks at market simulators and trading with Kapitall.
  • Alaska Air picks FIS as its partner for upcoming strategic payment initiatives including EMV.
  • Delicious Nutritious chooses globalVCard Spend Secure for its business payments.
  • Kiplinger highlights Motif Investing among “brokers that pay you to open an account.”
  • GMC Software Technology to provide GMC Inspire to Mail Handling Services.
  • Personal Capital launches app for the Apple Watch.
  • ReadyForZero interviews Michael Carvin, CEO of SmartAsset. Check out SmartAsset’s new technology at FinovateSpring.
  • Revolut and Sedicii win finalist spots in the Innotribe Startup Challenge.
  • American Banker features bitcoin exchange itBit. Watch itBit’s live demo at FinovateSpring.
  • TechCrunch: Infosys to acquire Kallidus for $120 million.
  • A look at “billion dollar” British startups at Forbes.com features TransferWise.

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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HedgeCoVest Takes Top Honors at 2015 Benzinga Fintech Awards

HedgeCoVest Takes Top Honors at 2015 Benzinga Fintech Awards
By David Penn Posted on
Categories: Betterment, iBillionaire, iQuantifi, LikeFolio, Market Prophit, Motif Investing, Personal Capital, Thinknum, TipRanks, Trunomi

benzinga_fintech_awards_philip3

The votes are in! HedgeCoVest is the winner of the Overall category at the 2015 Benzinga Fintech Awards.

HedgeCoVest earned its first-place award at the Benzinga Fintech Awards Gala Event held earlier this month in New York City. The company picked up 5 million ad impressions and a one-year license to the Benzinga Pro Real-Time News & Data feed. Second- and third-place prizes were also awarded.

In attendance at the event were more than 50 CEOs, more than 100 fintech companies, about 20 venture capital firms, 10 major U.S. retail brokerages, and four fintech accelerators, as well as a host of press and media.

HedgeCoVest also performed well in individual categories, winning the Alternative Investment category, and earning runner-up recognition in the Most Disruptive category. Finovate alums taking home individual awards are listed below. See a full list of all winners, runners-up, and finalists.

Betterment: winner: Robo Advisor Tools, Founder of the Year (Jon Stein); runner-up: “A Penny Saved, A Penny Earned”

iBillionaire: finalist: Idea Generation Creating Proprietary Data

iQuantifi: finalist: Robo Advisor Tools, “A Penny Saved, A Penny Earned,” Idea Generation Strategy

LikeFolio: winner: Idea Generation Research Platforms & Tools

Market Prophit: runner-up: Idea Generation Creating Proprietary Data

Motif Investing: winner: Most Disruptive; finalist: Founder of the Year (Hardeep Walia), Alternative Investment

Personal Capital: runner-up: Idea Generation Strategy; finalist: “A Penny Saved, A Penny Earned”

Thinknum: finalist: Best Use of the Crowd, Most Promising Startup

TipRanks: winner: Idea Generation Trade Recommendations

Trunomi:. finalist: Best Enterprise Solution

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AlwaysOn’s OnFinance Top 100 Features 30 Finovate Alums

AlwaysOn’s OnFinance Top 100 Features 30 Finovate Alums
By David Penn Posted on
Categories: Bill.com, Blockchain, CAN Capital, Cardlytics, CashStar, Coinbase, Credit Karma, Dealstruck, DemystData, Dwolla, Expensify, Flint Mobile, FutureAdvisor, Kabbage, LendUp, Motif Investing, PayNearMe, peerTransfer, Personal Capital, Prosper, Quantopian, Ripple, Swipely, Wealthfront, WePay, Xignite

AlwaysOn_homepage

More than a quarter of the companies recognized in AlwaysOn’s first OnFinance Top 100 roster are Finovate alums.

The OnFinance Top 100 is designed to recognize the Top 100 private companies in fintech. The list was chosen by the AlwaysOn editorial team, along with several venture capital firms and industry experts. The criteria included degree of innovation, market potential, commercialization, stakeholder value, and “media buzz.”

The list is divided into six categories, and Finovate alums are well represented in each. Category winners will be announced at Always On’s event at the NASDAQ OMX in New York City at the end of April 2015.

Banking and corporate finance

Big data and analytics

Capital markets and investing

Digital currencies

Payment platforms

Personal finance management

Headquartered in Menlo Park, California, AlwaysOn was founded in 2003 by Tony Perkins, founder and editor of Red Herring magazine. The company serves as a networking and social media platform for technology professionals in variety of fields, and has a membership of more than 5,000.

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Finovate Alumni News

By David Penn Posted on
Categories: Arxan Technologies, Betterment, FutureAdvisor, Kalixa, LearnVest, Motif Investing, Nomis Solutions, onlinepay.com, Personal Capital, Realty Mogul, SecureSafe, Top Image Systems, TransferWise, Uncategorized, Wealthfront, wipro, Xignite, Zooz

On Finovate.com

  • Finovate Debuts: OnlinePay.com’s Mobile Wallet Review.

Around the Web:

  • Estonian Inventor profiles TransferWise.
  • Wipro names Rajan Kohli to head the company’s year-old digital business unit.
  • Nomis Solutions partners with Tangerine to develop new customer engagement models.
  • Arxan Technologies wins finalist spot in SC Awards 2015 Europe for Best Mobile Security Solution.
  • Malay Mail Online feature on rob-advisors looks at Betterment, FutureAdvisor, LearnVest, Motif Investing, Personal Capital, and Wealthfront.
  • Milano Finanza reviews SecureSafe.
  • Kalixa leveraging recent acquisition of PXP to transition from DTC to B2B offering.
  • Zooz opens new office in London.
  • Globe Street interviews Realty Mogul’s SVP of residential lending, Shea Palette.
  • Xignite customers gain access to OTC Market Group’s 15-Minute Delayed Level 1 data courtesy of new agreement.
  • Business Insider UK lists Blockchain as one of the 25 most exciting Bitcoin startups.
  • American Banker: BBVA Compass chooses Kony for Mobile App Development.
  • Top Image Systems to provide processing solutions and account automation technology to German utility.

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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