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digital wealth management

PitchIt Fintech Startups Podcast
·Jun. 29, 2021

PitchIt Podcast #10: Max Rofagha of Finimize

In episode ten of PitchIt: the fintech startups podcast we talk with Finimize Founder & CEO Max Rofagha. Retail investors...
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FintechUSA
·Jun. 30, 2020

Empower Retirement Buys Personal Capital for Up to $1bn

Empower Retirement has bought digital wealth management fintech Personal Capital for $825mn upon closing, with another $175mn in planned growth...
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FintechUSA
·Jun. 29, 2020

Banks Build In-House Robo Advisors as Long Term Strategy

Robo advisors have quickly become a must have product for banks as they look to offer their customers comparable products...
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EuropeFintech
·Jun. 23, 2020

Raisin Finds a Steady Path During the Crisis

Raisin’s CEO and Co-Founder Dr. Tamaz Georgadze talked with AltFi about how the company is performing during the pandemic, U.S....
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FintechUSA
·Jun. 5, 2020

Wealth Management Industry Faces Digital Test

Every industry is facing struggles due to the current pandemic and financial services in particular is in the middle of...
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FintechUSA
·Jul. 20, 2020

Marcus Plans to Build Full Digital Bank Offering

Digital banking has taken off since the pandemic set in and Marcus by Goldman Sachs is looking to capitalize on...
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FintechUSA
·Jun. 30, 2020

Yieldstreet’s Michael Weisz on the Pandemic’s Impact on Digital Wealth Management

The President and Co-Founder of Yieldstreet, Michael Weisz, joins Zack Miller on the Tearsheet podcast to discuss digital wealth management...
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FintechUSA
·Jun. 25, 2020

Ellevest Makes the Leap into Banking

Digital wealth management startup Ellevest has joined the ranks of other fintechs who have made the move into becoming a...
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FintechUSA
·Jun. 12, 2020

Vanguard Launches Robo Service for Younger Investors

Vanguard has joined the growing trend of providing low cost advice for retirement with the launch of Digital Advisor; Digital...
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FintechUSA
·Jun. 4, 2020

Webull Prepares String of Product Launches to Compete with Robinhood

The volatility in the stock markets has put stock trading apps at the forefront of fintech in recent months; Robinhood...
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