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North America

FintechNews RoundupNorth America
·Jan. 26, 2017

First Foreign Robo Advisor Serving US Clients Set to Launch

Wealthsimple is a Canadian firm backed by Montreal-based Power Financial and they are looking to launch their robo advisory solution to US clients soon; in accordance with US securities law, Wealthsimple received approval to operate as an investment advisor by the SEC in October 2016; there is no account minimums for their product and the first $10,000 invested will be fee free, anything above $10,000 will be subject to a management fee of 0.5%.  Source

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News RoundupNorth AmericaOnline Lending
·Mar. 6, 2017

LendingArch Launches Online Loan Solution for Medical Expenses

Canadian online lender LendingArch is building out its financing capabilities with the launch of a new solution for medical expenses; the company seeks to provide financing solutions for debt consolidation, home improvement and other areas of personal growth; the medical expenses product will broaden the firm's scope and help support consumers in managing out of pocket medical expenses; customers can access the loan solution individually or at a clinic location; the platform's loans allow for immediate payment to clinics and offer financing terms ranging from 12 months to three years.  Source

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FintechNews RoundupNorth America
·Jan. 25, 2017

Canadian Fintech Venture Capital Fund Diagram Has Raised $25mn

Diagram has raised $25 million (USD$19.13 million) for a new fintech venture capital fund that will be led by Paul Desmarais III; Paul Desmarais is part of Quebec's Desmarais family which has built a $7 billion (USD$5.36 billion) fortune through investment in the insurance business; the new fund's initial fundraising effort has come from Portag3 Ventures LP and over 50 individual angel investors; the fund will invest in a variety of Canadian fintech companies.  Source

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News RoundupNorth AmericaOnline Lending
·Aug. 1, 2017

Flexiti Financial Raises a $6.25mn Convertible Debt Offering

Leading Canadian point-of-sale (POS) platform Flexiti Financial raised an oversubscribed CAD$6.25 million (USD$5 million) convertible debt offering; they will use the capital to accelerate growth and improve technology; according to Flexiti Financial Founder and CEO Peter Kalen: "Retailers across Canada are looking for unique solutions to increase sales and maintain customer loyalty in a highly competitive and shifting market. Flexiti Financial's POS lending platform has become an important tool in their sales arsenal, and this investment will help us better serve our retail partners while managing our growth across Canada." Source

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News RoundupNorth AmericaOnline LendingUSA
·Nov. 14, 2016

Lend Academy Podcast: Steve Bisbee of eOriginal

Electronic document management is a key aspect of marketplace lending and eOriginal is one of the ecosystem's document management providers; Lend Academy interviews Steve Bisbee of eOriginal in their podcast; eOriginal has been in business since 1996, first focusing on original electronic documents for mortgages, then working with auto financing and expanding into many other areas of lending; in 2012 the company began exploring marketplace lending involvement after the suggestion from an investment bank; eOriginal's first marketplace lending customer was SoFi in 2013 and they have added many more since then; as a well established business, eOriginal also has a good perspective on the regulatory requirements involving data integrity which is also helping industry progression.  Source

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News RoundupNorth AmericaOnline LendingReal EstateUSA
·Nov. 18, 2016

Real Estate Crowdfunding Platform, PeerStreet, Raises $15mn

Marketplace lender, PeerStreet, has raised $15 million in a funding round led by venture capital firm Andreessen Horowitz; PeerStreet offers secured real estate loans through its lending platform; the minimum investment is $1,000; investors on the platform include high net worth individuals, family offices and institutions; Andreessen Horowitz's Rampell noted the competitive advantages of PeerStreet compared to competitors included their fast growth and distribution model; he stated, "Most companies that are lending to consumers spend all the money in customer acquisition and it is very hard to get a profit."  Source

 

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FintechNews RoundupNorth America
·Aug. 9, 2017

Alex Tapscott Planning for IPO of NextBlock Global

Alex Tapscott has raised $20 million for NextBlock Global, an investment firm investing in projects selling cryptographic tokens; he now has plans to list the company on the Toronto Stock Exchange; Tapscott is also the co-author of "Blockchain Revolution," which he wrote with his father, Don Tapscott, last year; with the IPO listing of NextBlock Global he hopes to further accelerate adoption of ICOs and blockchain. Source

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FintechNews RoundupNorth AmericaUSA
·Nov. 28, 2016

Stripe Raises $150mn, Valuation Doubles to $9.2bn

Stripe, the most valuable fintech startup, has raised another $150 million and is now valued at $9.2 billion; the new round is being co-led by CapitalG, an investing arm of Alphabet Inc., and General Catalyst Partners; Sequoia Capital is also reported to be participating; Stripe is used by businesses to accept and track digital payments.  Source

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News RoundupNorth AmericaOnline Lending
·Apr. 12, 2017

Aspire Financial Technologies Announces Data Analytics Module

Aspire Financial Technologies has announced a new asset-level disclosure data and analytics module; the module is targeted for securitization professionals; it provides free access to market participants seeking to  analyze loan-level characteristics and performance data of US public securitizations; data is from SEC Edgar filings and is provided as a result of Reg AB II from the Dodd Frank Wall Street Reform and Consumer Protection Act which requires certain public securitization issuers to post monthly asset level disclosures on public securitization trusts. Source

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Mastercard phone app
Payments
·Feb. 16, 2023

Mastercard expands Finicity analytics offerings for small business clients

The credit giant is adding advanced analytics to further assist lenders in managing their risk profiles while adding expanded credit models for small business loans and credit-card lines.
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