PYMNTS

APRIL 23, 2020

To that end, earlier this month FinTech firm SoFi made the leap beyond San Francisco to Hong Kong, having bought online brokerage firm 8 Securities. The financial terms of the deal were not disclosed. But the expansion, giving rise to the new SoFi Invest will offer “automated investing” and financial education.

San Francisco 252

San Francisco Online Fintech Survey 252

PYMNTS

SEPTEMBER 5, 2018

Baidu’s Baidu Cloud solution will integrate Intel’s Xeon Scalable processors, as well as Intel’s Math Kernel Library-Deep Neural Network technologies, to develop financial technologies for banks in China.

San Francisco 100

San Francisco Security Video Software 100

Fintech Labs Insights

MAY 2, 2023

These the biggest and best events in the financial services space geared towards technologists, product managers, developers, marketers and C-Suite execs at both financial institutions and rival fintech firms. For the most part, financial technology event planners are organizing in-person gatherings, often with a virtual option.

Conference 29

Conference Las Vegas San Francisco Fintech 29

Fintech Labs Insights

SEPTEMBER 2, 2016

Since being acquired by BlackRock a year ago , online investment advisor FutureAdvisor has inked partnerships with BBVA Compass and RBC Wealth Management. Recently we learned that the San Francisco-based roboadvisor founded by CEO Bo Lu has added another major client to its roster : U.S. Bank Wealth Management.

Management 20

Management San Francisco Taxes California 20

PYMNTS

JUNE 1, 2017

Stripe, a San Francisco-based payment service provider that specializes in online transactions, is expanding its arsenal of financial products to cater to the needs of data-hungry businesses. Stripe is a leading innovator in the financial technology space.

Analytics 106

Analytics Tools San Francisco Data 106

Fintech Labs Insights

MARCH 6, 2024

These are the biggest and best events in the financial services space for technologists, product managers, developers, marketers and C-Suite execs at both financial institutions and fintech firms. Note: See below for specialized financial technology calendars including insuretech , general banking events and more.)

Conference 15

Conference Fintech San Francisco Lending 15

Fintech Labs Insights

AUGUST 22, 2024

Spring 2023 (San Francisco): 1Kosmos: Raised $15M for its biometric cybersecurity solutions; gaining contracts with large enterprises. 9Spokes: Raised $17M for its comprehensive business management platform; increasing partnerships with major banks. seed round in Oct 2023 from 8 investors including YC and a16z (scout fund).

San Francisco 15

San Francisco New York San Jose Tools 15

Fintech Labs Insights

JULY 26, 2024

These are the biggest and best events in the financial services space for technologists, product managers, developers, marketers and C-Suite execs at both financial institutions and fintech firms. Note: See below for specialized financial technology calendars including insuretech , general banking events and more.)

Conference 15

Conference Fintech Las Vegas San Francisco 15

Fintech Labs Insights

AUGUST 16, 2024

My favorite real job had been as a loan/mortgage product manager at Rainier Bank (now BofA). Note: FintechLabs curates the financial technology event list based on our 20+ years in the business. I ended up pivoting to the fledgling online banking world, and I’m super glad I did.

Conference 15

Conference Las Vegas Lending Nashville 15

Fintech Labs Insights

JULY 2, 2024

My favorite real job had been as a loan/mortgage product manager at Rainier Bank (now BofA). Note: FintechLabs curates the financial technology event list based on our 20+ years in the business. I ended up pivoting to the fledgling online banking world, and I’m super glad I did.

Conference 15

Conference Las Vegas Lending Nashville 15

Independent Banker

FEBRUARY 24, 2016

When it comes to finance, millennials are a generation known to be conservative in spending and distrustful of financial institutions. Thus, it’s not shocking that millennials are a driving factor in the growing financial technology, or FinTech, movement.

Millennials 70

Millennials San Francisco Bitcoin cryptocurrency 70

Fintech Labs Insights

AUGUST 23, 2024

Take a look at our curated list of the top events for credit union technologists, product managers, developers, marketers and as well as the C-Suite and even directors. Top 10 Digital Challenger Banks for Youth/Teens (July 2024) SMB Cards & Spend Management Profile: Divvy (Bill.com) It’s very refreshing.

Conference 15

Conference Las Vegas San Diego San Antonio 15

Fintech Labs Insights

AUGUST 16, 2024

These are the largest events in the investment services industry geared towards technologists, program managers, marketers, developers and C-Suite execs at both legacy investment advisories and financial institutions. Note: FintechLabs curates the financial technology event list based on our 20+ years in the business.

Conference 12

Conference CA Las Vegas San Diego 12

Fintech Labs Insights

MAY 2, 2023

These are the largest events in the financial services industry geared towards banking technologists, program managers, marketers, developers and C-Suite execs at both legacy financial institutions and upstart banktech and fintech firms. Event Spotlight Tech meets finance in San Francisco 60+ demos.

Las Vegas 12

Las Vegas San Francisco San Diego Conference 12

PYMNTS

OCTOBER 1, 2018

“Investment advisers have an obligation to put their clients’ interests ahead of their own,” said Daniel Michael, chief of the SEC’s Complex Financial Instruments Unit, about the decision. “By By using funds managed by LCA to benefit its parent company, LCA and Laplanche failed to do so.”. Attorney Alex Tse. “We

Lending 135

Lending Fraud Management San Francisco 135

William Mills

APRIL 27, 2017

Headquartered in San Francisco, Capsilon serves many of the mortgage industry’s most innovative companies, including two of the 10 largest residential mortgage lenders in the United States. He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing.

San Francisco 68

San Francisco social media San Jose Customer Experience 68

Fintech Labs Insights

NOVEMBER 4, 2015

Are you building new financial technology? Be sure to check out coverage from our recent developers conference in San Francisco. The latest from FinDEVr San Francisco 2015 presenters: Think Big Data mentions Praesidio as a startup using machine learning in its cyber security solution. Stay tuned for details.

San Francisco 12

San Francisco Cyber Security New York Big Data 12

Fintech Labs Insights

AUGUST 5, 2015

Are you building new financial technology? Be sure to register soon for the only event exclusively for fintech developers, FinDEVr 2015 , Oct 6-7 in San Francisco. Yodlee hosts webinar on how to build financial apps to meet evolving customer expectations. Backbase -powered Touch Bank goes live in Russia.

San Francisco 12

San Francisco Mobile Capital Fintech 12

Gonzobanker

DECEMBER 14, 2023

Meanwhile, technology changes continued at a breakneck pace, with generative AI the biggest topic around management tables. The specifics are unclear, but bankers recognized that this will be an absolute game-changing technology in future years, and delivery will change in ways we can’t even conjure yet.

Fintech 190

Fintech Community Regional Technology 190

Fintech Labs Insights

NOVEMBER 23, 2015

PRUDENA launched its online stock market research marketplace last week, helping retail investors and independent financial advisors access the same kind of quantified stock market research that institutional money managers have used for years.

San Francisco 12

San Francisco Online Marketing New York City 12

Fintech Labs Insights

JANUARY 18, 2023

These are the largest events in the financial services industry geared towards banking technologists, program managers, marketers, developers and C-Suite execs at both legacy financial institutions and upstart banktech and fintech firms.

Las Vegas 12

Las Vegas San Diego Nashville CA 12

Fintech Labs Insights

MARCH 9, 2016

The app, Xero TaxTouch aims to help self-employed workers track business expenses and manage their business-related tax deductions. Xero most recently presented at FinDEVr San Francisco 2014 , where David Pollock, the company’s Head of U.S. Today, cloud accounting platform Xero announced a mobile app benefitting the 18.5

Taxes 12

Taxes San Francisco Case Study Conference 12

Fintech Labs Insights

JULY 29, 2015

Are you building new financial technology? Be sure to register soon for the only event exclusively for fintech developers, FinDEVr 2015 , October 6-7 in San Francisco. Let’s Talk Payments looks at how the financial services industry is learning to love the blockchain.

San Francisco 12

San Francisco Seattle blockchain Bitcoin 12

PYMNTS

NOVEMBER 5, 2020

“Visa seeks to buy Plaid — as its CEO said — as an ‘insurance policy’ to neutralize a ‘threat to our important US debit business,’” the Justice Department said in its lawsuit, filed in San Francisco federal court. However, Visa rejects the Justice Department’s claim that that would create an illegal monopoly.

US 343

US San Francisco United States Policies 343

Fintech Labs Insights

JULY 31, 2015

Automated expense report management platform, Expensify , closed a $17.5 The San Francisco-based startup, which has 16,000 customers, will use the funding to support its newly-launched endeavor, Expensify Ventures , a strategic investment fund for early-stage fintech startups. Let us help.”

San Francisco 12

San Francisco Fintech Financial Technology Meeting 12

Fintech Labs Insights

JULY 11, 2023

These are the largest events in the financial services industry geared towards banking technologists, program managers, marketers, developers and C-Suite execs at both legacy financial institutions and upstart banktech and fintech firms.

Las Vegas 12

Las Vegas San Diego Conference Austin 12

Fintech Labs Insights

NOVEMBER 2, 2015

Digital insurance manager. HQ: San Francisco, California. Accounts receivables management. HQ: San Francisco, California. Clarus Financial Technology. Digital insurance manager. Tags: Expense management, PFM, payments, mobile. Electronic trading marketplace for corporate bonds.

Los Angeles 12

Los Angeles New York City San Francisco Company 12

Fintech Labs Insights

SEPTEMBER 24, 2015

And, as Finance Magnates reports , there is a special emphasis on what it calls “non-traditional” APIs that embrace the inclusion of social and sentiment data alongside more familiar financial data. This includes everything from the portfolio management APIs of Advisor Software to the trader mood data APIs of PsychSignal.

San Francisco 12

San Francisco New York City Software Fintech 12

Fintech Labs Insights

MARCH 4, 2016

Two Finovate alums – DoubleNet Pay and Token – are among the 23 startups picked for the third cohort of Plug and Play’s Financial Technology Platform of Innovation. “This unprecedented level of support will result in new levels of innovation from our startups.” ” See a list of all 23 companies.

San Francisco 12

San Francisco Georgia Atlanta New York 12

Fintech Labs Insights

NOVEMBER 12, 2015

Other than Blackstone’s $820 million bet on what is likely the oldest financial technology company on the planet, NCR founded in 1884 as National Cash Register, just $82 million flowed to the under-100-year-old crowd. ATMs, POS & financial technology. HQ: San Francisco, California. Source: WSJ.

New York City 12

New York City Company Fintech San Francisco 12

PYMNTS

JULY 22, 2020

Brex , the San Francisco financial technology startup, is offering FDIC insurance on its no-fee cash management account, the company announced Wednesday (July 22). Brex said the new funding would be used for engineering and design to advance its tools for expense management and procurement.

FDIC 166

FDIC Kansas City San Francisco Missouri 166

William Mills

MAY 9, 2018

Our Actionable Intelligence Management solutions help banks and mortgage companies streamline and automate manual processes, seize new business opportunities and manage compliance, all while transforming the customer experience. Product Demoed: Agile Mortgages. Key Executives. Key Investors. Kodak Alaris. One, [link]. Kodak Alaris.

Security 40

Security Samsung Strategy San Jose 40

Fintech Labs Insights

OCTOBER 6, 2015

Yodlee Interactive is focused on making the Yodlee platform available everywhere value can be created by entrepreneurs, partners, and developers to build digital financial apps and services. Elizabeth Gunderson, Senior Manager, Customer Success, Yodlee Interactive. Deven Maru, Director, API Product Management, Yodlee Interactive.

Innovation 12

Innovation California Management Mobile 12

Fintech Labs Insights

OCTOBER 6, 2015

Sullivan is the Founder and President of Financial Apps. Leveraging 25 years of experience in Financial Technologies, Sullivan has a passion for creating technical solutions to complex business challenges. Neil Carroll, Product Manager. Ed Gonzalez, CTO (not pictured).

Data 12

Data Big Data Fintech Financial Technology 12

Fintech Labs Insights

JUNE 18, 2015

Canfield: Combatting fraud requires extensive risk management, and a cornerstone of risk management is using data to inform controls and decisions. Yet with the added control, the platforms must also take on varying degrees of heavy operational and risk management burdens. Are you building new financial technology?

Security 12

Security Payments San Jose Fraud 12

Fintech Labs Insights

JUNE 10, 2016

The new research report on digital wealth management from Financial Technology Partners is a timely reminder of just how deep the firm’s dedication to and insight into the fintech world goes. So who are the disruptors in the digital wealth management space of whom both FT Partners and Ritholtz speak?

San Francisco 12

San Francisco Management Report California 12

Fintech Labs Insights

JUNE 10, 2016

The new research report on digital wealth management from Financial Technology Partners is a timely reminder of just how deep the firm’s dedication to and insight into the fintech world goes. So who are the disruptors in the digital wealth management space of whom both FT Partners and Ritholtz speak?

San Francisco 12

San Francisco Management Report California 12