Start-up funding

Neobanks and Fintechs have raised the bar in terms of client experience and expectations, forcing incumbents to break free and innovate. Now they are coming after the next generation, launching next-gen youth-focused offerings. Europe is leading this charge with nearly half of the startups based in the region. With the increased popularity and competition how are these neobanks finding different ways to market and monetize? In this session hear from Taylor Burton, co-founder of Till Financial on why there is a race to capture the next generation and how Fintechs like Till Financial is turning is a popular trend into a profitable business.

Dave banking app originally created to do away with overdraft charges has taken the industry by storm. It's on a mission to advance financial opportunities for all Americans. Join Penny Crosman, Executive Editor of American Banker and Jason Wilk, CEO and Co-Founder of Dave as they talk about how this app is changing the way people manage their money and what’s in store for the future of one-stop-shops for finances.

Titan plans to challenge Fidelity and BlackRock and attract younger generations to active investing.

The billionaire put into his account pre-IPO shares of Paypal, Facebook and Palantir valued at just $0.001, which then exploded in value.

How technology is enabling new types of payment transmission and what this means for banking.

Building a safer ecosystem: Why transparency, controls, and partnerships will drive next era of financial services.

An interactive dialogue with Founder and CEO of NorthOne on the fintech industry, the growing needs of challenger banks, and the future of SMB banking.

Venture capitalist and In|Vest Conference Chair Sebastian Dovey says in a new episode of Financial Planning’s podcast that the industry is “No. 1 for playing ourselves down” and “saying that we’re bad” at technology.

Not a great idea, says Alan Foxman, but if you’re determined, there may be a way.

The New York-based firm has secured over $62 million in equity funding since its founding in 2014.

The hybrid digital firm has now raised over $255 million and aims to further expansion plans and add more advisor hires, according to CEO Jay Shah.

A cultural swap between Wall Street and the Valley may be changing how both sides of the financial aisle operate.

Before you choose the technology that powers the day-to-day work of your business, it’s sensible to ask how each potential partner is funded.

For younger investors, the current experience of "finding and investing in a mutual fund feels very broken," says co-founder of the investing app startup.

Zoe Financial wants to create an elite network that brings together high-net-worth clients and thoroughly vetted RIAs, says CEO Andres Garcia-Amaya.

Fintech accelerator Scratchworks kicked off its second competition, having already funded two winning startups from its inaugural contest.

Facet Wealth acquires small clients from advisory firms, with the promise that it will operate as a partner rather than as a competitor.

Feeding a constant flow of launches are predictions that digital-first advice firms will manage over $4 trillion in the next two years.

GraniteShares had yet to launch a fund when Kristen Winther joined two years ago. Now with five products on the market, it’s a “full-fledged business.”

The latest influx, which closed late last year, brought in $75 million.