PYMNTS

JUNE 3, 2020

SoftBank is rolling out a $100 million loan fund targeted exclusively at minority-led startups, in the latest move by a big corporate player to address racial inequities in the United States amid coast-to-coast protests over police brutality. We have to put money behind it, set plans and hold ourselves accountable,” Claure wrote.

Startups 53

Startups Economics Investments Numbers 53

PYMNTS

MARCH 31, 2017

From startups to blockchain and financial institutions, there has been a myriad of investing related news announced late this week. Here are the numbers: $2 billion | Amount Snapchat is predicted to lose in 2017. million | Amount of funding announced by food delivery startup JoyRun. $7 subprime lender. . $7

Investments 51

Investments Startups Currencies Banking 51

PYMNTS

OCTOBER 14, 2016

Though South Korea’s startup ecosystem is relatively new — its first accelerator was launched just three years ago — the culture is evolving quickly. In this edition of PYMNTS’ Weekly Tech Center Roundup , we head to South Korea to see what’s driving the growth of its startup scene, and why investors around the globe are taking notice.

Startups 76

Startups eCommerce Investments Education 76

Nerd's Eye View

MARCH 4, 2024

This month's edition kicks off with the news that advisor lead generation platform Datalign Advisory reached nearly $15B in referred client assets (and almost $3B in actually-converted assets) in just its 2nd year of business, as advisor demand for paid leads continues to rise (especially with Datalign's flat-fee one-advisor-per-lead model)… (..)

Startups 75

Startups Investments Technology Numbers 75

Fpanda Club

JULY 24, 2022

oracle Aesop formulated his investment insight "a bird in the hand is worth two in the bush" and since that time the model for calculating the value of an asset as the present value of the cash generated by this asset throughout its life has remained unchanged. In about 600 B.C. and help identify most probable outcomes.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Profit and Loss Benchmarking Valuation 130

PYMNTS

OCTOBER 31, 2018

Cloud Elements , a platform offering application program interface (API) integration solutions, secured an investment from the venture capital (VC) arm of American Express (Amex), the company said in a press release issued Tuesday (Oct. The VC outfit also backed insurtech startup Next Insurance last year.

Investments 54

Investments Startups Leadership B2B 54

PYMNTS

NOVEMBER 14, 2019

Later-stage tech startups are getting cash infusions from big investors eager to make deals, The Financial Times (FT) reported on Wednesday (Nov. Cambridge Associates managing director Michael Larsen said investment groups have triggered a “massive convergence” for late-stage startups. Investors from the U.S.

Investments 43

Investments Startups Corporate Finance B2B 43

PYMNTS

APRIL 23, 2019

Financial management is mission-critical to the health and vitality of small business (SMB), but it’s also one of the most difficult tasks for entrepreneurs and business owners that may have the skills to launch new products or services, but lack the accounting expertise to handle the numbers. The firm secured $1.8

Numbers 61

Numbers Accounting CFO Financial Analysis 61

PYMNTS

JUNE 10, 2019

According to a report , the Chinese startup PingPong, a FinTech company, will invest €100 million ($113 million) in Luxembourg. Seen as one of the standard bearers of China’s thriving eCommerce space, PingPong also has the backing of CICC, one of China’s biggest investment banks. billion investment in Europe. “We

Investments 46

Investments Startups eCommerce Securities 46

PYMNTS

FEBRUARY 8, 2017

After some weeks of large deals pushing investment activity past the high triple-digit millions of dollars — and, on one occasion, past the billion-dollar mark, fund flows returned to seemingly normalized levels. 3 tallied up $361 million in investments, dominated by the FinTech space at $283 million of that total.

Investments 51

Investments Planning Advertising Banking 51

Nerd's Eye View

JANUARY 1, 2024

This month's edition kicks off with the news that held-away asset management platform Pontera has raised $60 million in venture capital funding as advisors increasingly seek to directly manage clients' 401(k) and other outside assets – although an ongoing investigation by Washington state regulators over whether advisors' use of Pontera violates (..)

Planning 81

Planning Compliance Technology Startups 81

PYMNTS

JUNE 5, 2019

Grow Mobility, the company that operates electric scooter and bikesharing startups Grin and Yellow, is merging with Flinto, the payments startup. The company is aiming to double the number of vehicles it has in Latin America in the coming months, according to the report. “It That includes eCommerce FinTech, and healthcare.

Startups 46

Startups Healthcare Investments eCommerce 46

Nerd's Eye View

OCTOBER 2, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Holistiplan, after achieving success with its tax planning and analysis software, has announced an investment from Lead Edge Capital, signaling that it may be ready to expand into other financial planning areas beyond tax – (..)

Communication 88

Communication Tax Planning Technology Planning 88

PYMNTS

NOVEMBER 10, 2019

After an unsuccessful plan to connect with Alibaba Group and other mainland investors, the move is jump-starting a project to attract China’s most innovative companies to list domestically. The original plan concentrated on bigger firms, and fizzled after Alibaba and others “dragged their feet.” .

Startups 43

Startups Concentration Planning Technology 43

Nerd's Eye View

NOVEMBER 6, 2023

And be certain to read to the end, where we have provided an update to our popular "Financial AdvisorTech Solutions Map" (and also added the changes to our AdvisorTech Directory) as well!

Valuation 83

Valuation Compliance Practice Management Technology 83

PYMNTS

OCTOBER 21, 2020

As T-Mobile races ahead with its rollout of 5G, the wireless giant is now on the hunt for startups to develop the additional bells and whistles that will make its new, high-powered network stand out from its competitors. To that end, T-Mobile on Wednesday (Oct.

Startups 83

Startups Communication Investments Securities 83

BlueLight

AUGUST 21, 2020

Financial Advice for Startups I recently spoke with finance leaders from a couple dozen startups. I caught up with Ryan Keating, Managing Director of Keating Consulting Group , to get his perspective after 20 years of accelerating growth in venture-backed startups. Agility is critical for startups that move fast and pivot.

Planning 52

Planning Marketing Startups CFO 52

PYMNTS

JANUARY 3, 2019

Lightspeed China Partners IV plans to make investments in early-stage technology companies located in China , while the Lightspeed China Partners Select I fund will make growth investments in China. Chinese entrepreneurs are now developing business plans with global expansion in mind from day one.

Investments 49

Investments Startups Planning Numbers 49

PYMNTS

OCTOBER 10, 2017

Treasury management startup IBSFINtech has landed seed funding from investors, reports from Indian information services group VCCircle said Monday (Oct. The India-based startup secured investment from Shailesh Haribhaki, chairman of consultancy firm Haribhakti & Co.,

Treasury 40

Treasury Startups Foreign Exchange Management Consulting 40

PYMNTS

APRIL 8, 2019

A startup called Landed that helps teachers buy houses has raised $7.5 Lofton said he imagines the real estate market, especially in the Bay area with a number of tech company IPOs on the horizon, will become even more difficult to navigate. million in a Series A funding round, according to reports.

Startups 51

Startups Education Economics Securities 51

Nerd's Eye View

AUGUST 7, 2023

This month's edition kicks off with the news that estate planning platform Wealth.com has launched Ester, an AI-driven 'legal assistant' that uses machine learning to help advisors quickly review and extract the key information from clients' estate planning documents, as it joins FP Alpha in the competition to become 'Holistiplan for estate planning (..)

Financial Planning and Analysis (FP&A) 79

Financial Planning and Analysis (FP&A) Planning Technology Compliance 79

PYMNTS

JANUARY 12, 2017

The last five days have seen numbers bouncing around between $790 and $800. While not quite back up to last October’s highs, these numbers are nothing to scoff at. Another number was on Amazon’s mind of late as well: $20 million. Just a few days ago, Amazon quietly acquired AI security startup harvest.ai The number 11.5

Numbers 40

Numbers Retail Leverage Startups 40

PYMNTS

MAY 18, 2016

The Japan-based company has invested in a U.S. startup known as Cogitai, a California-based company, which focuses on AI machine technology that enables them to learn from real-world interactions. Sony follows the other major tech companies, like Facebook, Apple and Google, that have begun to invest heavily into AI companies.

Investments 40

Investments Startups Numbers Planning 40

PYMNTS

JULY 24, 2019

An Indonesian startup that provides consumer brands with omnichannel marketing and sales products, including cash-back rewards, has raised $3 million in a Series A-2 funding round, according to a report by TechCrunch. The funding round for Pomona was led by Vynn Capital.

Startups 49

Startups Marketing Advertising Education 49

Barry Ritholtz

MAY 5, 2023

This company is betting yes : A growing number of employers around the country have decided to build their own housing for workers, mostly for them to rent but sometimes to buy. Elon Musk is reportedly planning a new neighborhood in Texas for employees of his companies SpaceX, Tesla and Boring. But it’s still No. 1 by a long distance.

Valuation 143

Valuation Startups Investments Finance 143

PYMNTS

MARCH 27, 2020

The new fee structure, which had been in planning for some time, would raise some credit card transactions for a number of merchants and lower it for others. Earlier this month , Visa announced that it was teaming up with Paga, a Nigerian-based startup, to help bring new payments technology to Africa and beyond.

Startups 87

Startups Numbers Planning Banking 87

PYMNTS

NOVEMBER 10, 2020

We are sure that this strategic partnership supported by investment and the power of Grab's technology will strengthen LinkAja's services in providing effective solutions to provide access to finance and the economy for the Indonesian people,” Haryati Lawidjaja, president director of LinkAja said in a statement on Tuesday (Nov.

Startups 81

Startups Investments Finance Numbers 81

PYMNTS

DECEMBER 19, 2016

More than $109 million was invested in alternative lending by state-owned British Business Bank (BBB), according to reports last week. According to reports, the BBB invested nearly $75 million in Funding Circle, nearly $19 million in MarketInvoice and about $12.5 The use of U.K. The use of U.K.

Numbers 44

Numbers Finance Investments Banking 44

PYMNTS

NOVEMBER 3, 2016

Shams said the impetus for his startup sparked when he was dining at a busy hotspot in Washington, D.C., The company said the data collection to date is still very much in the early stages, but it is something it’s investing in. Shams challenged those numbers, saying: “With Rooam, it takes zero seconds.”.

Startups 75

Startups Quantitative Data Planning Sales 75

PYMNTS

JANUARY 19, 2018

Some are taking an alternate approach to speed up development or add new business lines: They’re simply investing in another company that has already developed the next big thing. The number of automaker-backed investments seems to have skyrocketed overnight. As such, automakers are hitting the venture capital highway in droves.

Investments 43

Investments Transportation Startups Finance 43

PYMNTS

FEBRUARY 14, 2017

This time around, an Alexa integration, a new partnership leveraging telematic capabilities and a major manufacturing investment by BMW are all working to connect and evolve the automotive space. BMW iVentures recently invested in Burlington-based Desktop Metal, a startup working to incorporate metal 3D printing into manufacturing.

Investments 40

Investments Manufacturing Leverage Startups 40

PYMNTS

APRIL 4, 2017

As the consumer and financial world learns more of its connected car future, tech and automotive companies are forming new partnerships and upping investments to secure their share of projected revenue. Toyota and NTT plan to announce preliminary results in 2018. Naturally, everyone wants a piece. Elsewhere, Panasonic led a $6.5

Investments 40

Investments Entertainment Startups Manufacturing 40

Nerd's Eye View

JUNE 13, 2023

Danika is the President and Founder for Xena Financial Planning, a virtual advisory firm that advises 40 client households of women in tech and supports more than $275K of ongoing revenue. Welcome back to the 337th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Danika Waddell.

Auditing 97

Auditing Corporate Finance Leverage Startups 97

CFO Simplified

MAY 15, 2022

Strategic planning. A business owner growing microgreens for local restaurants was proud of how he had grown his business and was planning on making an investment in additional equipment to grow more microgreens. Business analytics. The Microgreens Case Study. His revenue for the previous year, however, sat at $50,000.

CFO 97

CFO Strategic Planning Business Analytics Manufacturing 97

The Finance Weekly

JANUARY 12, 2023

While tech companies seemed to take the brunt of it, many startups, banks, manufacturers and online platforms also conducted mass layoffs. They raised the number from 10,000 that was announced first in November. In 2022, more than 120 large U.S. billion by the end of fiscal 2025, and restructuring and other charges of approximately $1.0

Economics 105

Economics Restructuring Manufacturing Startups 105

PYMNTS

OCTOBER 8, 2019

In terms of the total amount invested to date in FinTechs, as tracked by PYMNTS via the India FinTech Tracker, the year to date tally stands at just under $3.7 Taking the pulse of where we stand coming into the last few months of 2019, deal activity has seemingly been concentrated within the alternative finance and investment arenas.

Finance 57

Finance Concentration Startups Investments 57

PYMNTS

MAY 3, 2016

However, now that the market has made its desires known through positive reviews and continued purchases, Amazon is moving forward with a long-term plan to continually improve Alexa’s abilities.

Investments 40

Investments Startups Numbers Planning 40