"Think of the ideal FA as having the head of a capitalist and the heart of a social worker," writes Ally Invest president Lule Demmissie.

The data aggregator, whose planned merger with Visa was called off in January, intends to use the funds to accelerate its global expansion.

The funding round will be led by Altimeter Capital, according to people familiar with the matter.

The company, which provides workplace investing programs to banks, is giving employees a say in some decisions and working with partners to recruit women and people of color.

Top executives from the 49 companies that earned a spot in this year's ranking of the Best Fintechs to Work For cite the need for nimble shifts in business strategy, leadership style and recruiting tactics among the lessons they took away from the challenges of the coronavirus crisis.

Small, often intangible quality-of-life perks are a big part of what makes some fintechs the best ones to work for.

The Utah fintech encourages a playful attitude by devoting the first floor of its offices to entertainment and comfort with video games, Ping- Pong, a pool table and a lounge area.

Without its funhouse office, annual trips or volunteering events, the executive found ways to engage his staff virtually.

Known for giving away its signature canary-hued Converse to employees and clients, this small API-centric fintech is poised to become a significant player in open banking thanks to parent company Mastercard and its vendor status with Fannie Mae and Freddie Mac.

Half of Facet Wealth’s employees haven’t met face-to-face. Here is how the fintech is working to strengthen community.

This venture-backed company, which specializes in creating banking and payment platform APIs for other fintechs, attracts new recruits through a culture of learning.

Four months after shutting down, the fintech and some of its employees are joining SEI.

Advisors can use Digital Wealth Overview to send an automatically-produced animation that gives a comprehensive look at financial accounts.

Large U.S. banks are directing their venture capital dollars to fintechs in capital markets, wealth management and "future-proofing."

For just $1,000, clients can sign up for the firm’s purely digital automated advice service.

The online lender said it would give clients with more than $3,000 in their accounts the ability to invest in initial public offerings.

The partnership sets a new standard in the industry, according to Orion president Noreen Beaman.

The trading app could go public late in the second quarter.

Experts say financial advisors can stay compliant with their BD while tapping into the leads and new clients attracted by quality web pages.

While financial advisors may have limited access to offer digital currencies for their own clients, companies are increasingly safeguarding digital assets for institutions.