Finovate Alumni News

On Finovate.com

  • Content Capture Innovator Ephesoft Allies with Grant Thornton.
  • Gusto Raises $200 Million with $3.8 Billion Valuation.

Around the web

  • TD Ameritrade offers voice-activated investing technology.
  • NIIT Technologies’ revenue grew 16+% YoY, and its after-tax profit increased 2% YoY.
  • Scalable Capital partners with Futurae to add multi-factor authentication technology into its investment platform.
  • LoanScorecard goes live with its Bank Statement Analyzer tool.
  • Betterment adds savings and checking accounts to its offerings.
  • U.K. neobank revverbank to deploy cloud banking technology from Finastra.
  • CardFlight partners with PAX Technology to make SwipeSimple terminal available to clients on the PAX A920 and PAX A80.
  • Australia’s Volt Bank teams up with FIS to power its mobile and card payment services.
  • Alterna Bank unveils its new advanced digital platform, Forge, powered by Backbase.

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.

Finovate Alums Take Top Honors at FinTech Breakthrough Awards

Dedicated to recognizing “the top companies and products in the financial services and technology industry today,” FinTech Breakthrough has announced its FinTech Breakthrough Award Winners for 2018. This marks the second year the independent organization has sponsored the fintech awards event, recognizing fintech startups and veterans from a wide variety of categories including payments, lending, investing, and regtech.

“The FinTech Breakthrough Awards serve as a testament to the passion, skill and vision of individuals and teams that are truly setting the standard for innovation in the global FinTech industry,” Managing Director for FinTech Breakthrough James Johnson said in 2017 during the Awards’ inaugural year. “We are thrilled to recognize all of the FinTech Breakthrough Award winners for their well-deserved industry recognition as they drive the global FinTech market forward.”

This year featured 20 Finovate alums earning top honors from FinTech Breakthrough. The names and Finovate demo dates for each winning alum – as well as the category they won – are featured below. For a complete list of 2018 FinTech Breakthrough Award Winners, visit the company’s awards announcement page.

Leadership

Consumer Lending

  • Innovation Award for Consumer Lending – Text for Credit by Experian (FF17)

Business Lending

Wealth Management

Payments

Investments

Consumer Banking

Financial Research and Data

Fraud Prevention and Transaction Security

This marks the second time both eMoney Advisor and ThreatMetrix have been honored by the FinTech Breakthrough Awards. Among last year’s winners were a significant number of Finovate alums including: Sindeo, BizFi, DriveWealth, Quovo, Jumio, Trulioo, Qumram, and Xero.

FinDEVr APIntelligence

FinDEVrSV16-LogoV2(wdate)Our FinDEVr New York developer showcase last week was a success! FinDEVr Silicon Valley will be held October 18 & 19 in Santa Clara. Register today and save.

Developer news

  • The Financial Brand considers what is open banking and why does it matter?

On FinDEVr.com

  • “PIMCO Selects Markit and KYC.com to Bolster Onboarding”
  • “Symbiont to Help Delaware Embrace the Blockchain”

The latest from FinDEVr New York 2016 presenters

  • PYMNTS breaks down its discussion with PayPal CEO Dan Schulman.
  • “OutsideIQ Launches Real-Time Risk Monitoring Tool”
  • i-exceed Technology celebrates its fifth anniversary.
  • Technology from Fidor Bank to drive new mobile banking service from Telefonica Germany.

Alumni updates

  • Dallas Area Rapid Transit partners with PayNearMe to reduce cash handling by transit operators.
  • Entrepreneur profiles TD Ameritrade in a look at finalists for the Benzinga Fintech Awards 2016.
  • “Fiona Tee Takes the Helm as Currency Cloud’s New CFO”

Stay current on daily news from the fintech developer community! Follow FinDEVr on Twitter.

Finovate Alumni News

On Finovate.com

  • “FinovateSpring 2016: Tales from the Tweet Side”

Around the web

  • i-exceed Technology celebrates its fifth anniversary.
  • Quantopian launches weekend hackathon.
  • Xpenditure board member Jonas Dhaenens awarded ICT Personality of the Year by Data News.
  • BankNxt interviews Sebastian Siemiatkowski on the origins of Klarna.
  • Persado announces new Chief Operating Officer, Greg Dale.
  • Entrepreneur profiles DriveWealth and TD Ameritrade in a look at finalists for the Benzinga Fintech Awards 2016.

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.

Finovate Alumni News

On Finovate.com

  • FreeAgent to Crowdfund $1.6 Million Funding Round
  • edo Interactive Completes $20 Million Series E Round; Names Badran CEO, President

Around the web

  • Halliburton Federal CU to use Insuritas to launch insurance agency.
  • Receivables Exchange appoints James W. Toffey as new CEO.
  • PayPal, Xero, Intuit, HelloWallet, & TD Ameritrade win 2015 Webby Awards.
  • TransferWise launches updated Android app with one-tap payments for more than 360 currency routes.
  • SumUp releases SumUp terminal payment SDKs for iOS and Android.
  • AMP Credit Technologies appoints chief technology officer.
  • Dwolla launches ability to schedule recurring payments for a specific day, recurring schedules, and cancellation criteria.
  • NICE Systems sells its cyber and intelligence division to Elbit Systems for $158 million.
  • Photos from FinovateSpring 2015 last week are now available on the Finovate Flickr feed.
  • OptionNET Taps Tradier for Rollout of Trading Directly from Their Platform.
  • Kabbage partners with Sage Payment Solutions to create small business loan offering.
  • PayPal’s OneTouch checkout service now supports all merchants using BigCommerce, even when consumers don’t have the PayPal app installed.

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.

Finovate Alumni News

On Finovate.com:

  • Lendio Raises $20 Million in New Funding to Help Finance Small Businesses
  • Motif Investing Partners with Pacific Life to Offer Cause-Based Investing.
  • Bank Innovation’s Coolest Brands of 2015 Features Finovate Alums.
  • Printer Giant Lexmark to Acquire Kofax for $1 Billion.

Around the Web:

  • ShopKeep POS acquires payment processing startup, Payment Revolution.
  • Financial Guard and FutureAdvisor are featured as alternatives in a Bloomberg column on “breaking up with your expensive adviser.”
  • Bank Innovation column on “InsuranceTech” and Fintech 1,000 lists Insuritas.
  • Opentabs integrates with PayPal to power its mobile app order-ahead services.
  • PYMNTS: Monitise takes itself off the market. CEO steps down.
  • Billhighway awarded Silver Stevie Award for Innovation in Customer Service in the Financial Services Industry category. It is the second win for Billhighway since 2013.
  • Dexterity Ventures (Place2Give) bolsters team with new CMO, Product Manager, Developer, and Office Assistant.
  • The FinTech Blog interviews Eli Broverman, Co-Founder and COO of Betterment.
  • Fiserv, TD Bank Group, Intuit, and PayPal rank among Forbes’ list of Americas’ Best employers.
  • SocietyOne appoints former Investec Group chief lending officer, Simon Schwarz, as new COO.
  • Ad Age highlights how BancVue seeks to level the playing field for community banks.
  • Rippleshot joined fellow winners of the Chicago Innovation Awards in ringing the closing bell at the Nasdaq on Monday.
  • BankNXT looks at the rise of marketplace lending platforms including Finovate alums Lending Club and 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.

Alumni News– December 8, 2014

  • 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.jpgFifth Third Bank chooses FIS’ C2P Open Payments Platform.
  • Azimo announces £1 instant money transfers to 15 countries in Latin America.
  • Mobile Payments Today takes a look at the mobile checkbook app from VerifyValid.
  • WePay picks Google Cloud Platform as its new hosting provider.
  • VentureBeat features Nymi as a physical password solution.
  • Small Business Trends features Bolstr.
  •  TSYS recognized in The Civic 50, an initiative that recognizes companies for improving the quality of life in their communities.
  • OnDeck ranked 21 on Crain’s NY Business Best Places to Work 2014.
  • Huffington Post interviews OnDeck’s Andrea Gellert.
  • TD Ameritrade has the #1 trading app in the Apple app store.
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.

Alumni News– October 24, 2014

  • Smarty Pig featured in Washington Post column on ways to save on holiday gift shopping.
  • Wealth Management.com talks with Motif Investing CEO Hardeep Walia on tech trends in the financial services industry.
  • TransferWise and CurrencyFair are highlighted in Forbes review of ways to save on foreign currency exchange.
  • Bob’s Guide profiles cloud-based market data provider, Xignite.
  • Technology Tools for Today interviews Tom Nally, president of TD Ameritrade Institutional.
  • Pymnts interviews EVO Snap* CEO Peter Osberg about Apple Pay.
  • Fitsmallbusiness.com highlights OnDeck, PayPal, & other Finovate alums as small business lending innovators.
  • D3 Banking brings in $7 million, with $3 million more on the way.
  • ABA Banking Journal looks at Karrot, the automated online lending service demoed by Kabbage last month at FinovateFall 2014.
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.

FinDEVr 2014: TD Ameritrade Institutional Encourages Collaboration Among Advisors

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

TD Ameritrade Institutional shows how it encourages collaboration among advisors:

The Power of Together = Better
The open-source world seizes opportunities with new and divergent technologies. Learn how TD Ameritrade Institutional has taken a game changing approach that is not just propelling advisors forward, but is also fostering a collaborative community of third-party technology providers.

Presenter: Chris Valleley (Director, Technology Solutions)

TDAInstitutionalHome_FinDEVr2014
About:
TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,500 fee-based, independent Registered Investment Advisors and their clients. Our advanced technology and personal support allow investment advisors to grow their businesses more effectively. TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC.
Twitter: @TDA4advisors

FinDEVr Preview: TD Ameritrade Institutional

FinDEVr_logo

A lot of people are getting excited about the upcoming FinDEVr conference in San Francisco this September 30 through October 1. There are some big names presenting, including TD Ameritrade Institutional.

Along with a keynote presentation, TD Ameritrade will host six hands-on workshops. Here’s a preview of what it aims to show off to developers.


TDAmeritradeInstitutionalLogo

TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,500 fee-based, independent Registered Investment Advisors and their clients. 

Its advanced technology platform, coupled with personal support from dedicated service teams, allows investment advisors to grow their businesses more efficiently and effectively, while optimizing time spent with clients. 

TDScreenshot

TD Ameritrade Institutional provides a robust offering of products, programs, and services designed to help advisors build their businesses and help their clients reach their financial goals.

At FinDEVr, TD Ameritrade Institutional will give a keynote presentation on how financial advisors can leverage the power of community by collaborating with other, third party advisors.

Keynote:
The Power of Together = Better
ChrisTDAmeritrade
Presenter:
Chris Valleley, Director, Technology Solutions 
Omaha-based Chris Valleley, director of Technology Solutions, is the motivating force behind the delivery of TD Ameritrade Institutional’s Veo® Open Access platform–a progressive and flexible financial advisor technology solution designed to help address each advisory firm’s unique needs, and integrates with the most leading financial services software applications.
Through his leadership, technology insight and operational expertise, Chris has strengthened the culture of collaboration and innovation within the advisor technology space. Since 1999, Chris successful led the Veo® Next Generation website launch, and held management roles in technology, operations and business analysis, and product management.

On the second day of the conference, TD Ameritrade Institutional will lead six workshops detailing how developers can take advantage of its platforms:

Workshop Session #1
Check Out What’s Under the Hood of TD Ameritrade’s Open Access Platform

Taher Saif, Senior Software Development Consultant, TD Ameritrade Institutional

WorkshopSession #2
Test Drive the Deep Integrations Between Salesforce CRM and TD Ameritrade’s Custodial Platform

Craig Uhlenkott, Product Manager, Technology Product Management, TD Ameritrade Institutional

WorkshopSession #3
Get a Behind-the-Scenes Look at the Redtail CRM and TD Ameritrade Custodial Platform Integration

Brian McLaughlin, CEO, Redtail Technologies

WorkshopSession #4
Innovations in Wealth Management Technology to Attract Next Generation Clients

Brad Matthews, CEO and Founder, Trizic, Inc.

WorkshopSession #5 (Scheduled to be held twice)
Capturing Market Opportunities With Wearable Technology

Chris Kurecka, Process Innovation Consultant, TD Ameritrade


If you missed last week’s feature on Yodlee, you can check it out here.