8/3/2016 3:23:36 PM Average investors boost their cash holdings By Sean Lippel CNBC reports that 90% of ordinary investors made money in stocks as the S&P 500 hit a record high in July, citing data from our portfolio...
1/15/2016 10:07:38 PM Invesco acquires robo-adviser Jemstep By FinTech Collective Jemstep, one of the first online automated investment platforms, has been acquired byInvesco. The deal illustrates the continuing trend...
1/15/2016 2:05:48 PM Moneybox Scores $3M Seed To Make It Easy For Millennials To Save And Invest By FinTech Collective MoneyBox, a UK startup is setting up an automated-investment mobile app has closed a $3 million seed round. Backing comes from Samos...
1/15/2016 1:44:42 PM Snapchat wants to manage your money By FinTech Collective After shutting down its Lens Store (a feature allowing users to buy photo filters) Snapchat continues to search for ways to monetize. The...
11/13/2015 8:47:42 PM Snapchat Isn't the Only Startup in Fidelity's Crosshairs By Sean Lippel Fidelity has become one of the most active investors in privately-held startups, but it looks like the investment giant is beginning to...
10/16/2015 5:32:17 PM Stockpile rakes in $15m By FinTech Collective Stockpile, the California-basedprovider of gift cards for company stock, has raised $15m in Series A funding. The round was led by...
7/8/2015 12:57:41 PM Wealthfront Reduces Account Minimum to $500; Takes a Shot at Betterment's Fees By FinTech Collective Wealthfront has lowered its minimum investment from $5,000 to $500. In the process it also picked a fight with its competitor,...
6/26/2015 6:52:22 PM Where You Live Impacts What Stocks You Buy By Sean Lippel Openfolio data shows that investors buy companies in sectors that dominate their region of America.
6/19/2015 3:19:47 PM Automated Mutual Fund Service FundsIndia Secures $11mm in Funding By Sean Lippel India based wealth managementstartupraised $11mm in Series C funding from Faering Capital, Foundation Capital, and Inventus Capital...
1/7/2015 5:02:53 AM Personal Capital Tops $1 Billion in Assets By Gareth Jones Personal Capital, the digital wealth manager, has crossed another milestone: one billion dollars in assets under management. This caps...
12/4/2014 8:42:58 PM Quovo's Lowell Putnam: 3 ways to attract millenial clients By FinTech Collective Lowell Putnam from Quovo provides advice to investment advisers on how to communicate and attract millennial clients. He's a natural in...
11/20/2014 2:02:05 PM Beating Robos at Their Own Game: Advisors Fight Back By Gareth Jones Tech vendors at the T3 conference in Atlanta last week saw a slew of robo-advisor-fighting tools for human advisors. One panelist...