The Financial Revolutionist

It's time to highlight Facet for the #fintech deal of the day!?? Facet, a Baltimore-based financial planning company, raised $35 million in an undisclosed funding round led by Multiplier Capital, with participation from Warburg Pincus LLC and Audacious Capital. ?? ?????? ?? Subscribe to the FR for the latest on the top fintech deals that matter. Sourced daily, in one convenient place: https://bit.ly/subscribeFR. Harvey Hudes Marcel van Oost Anders Jones Sung Lee #FintechNews #WealthTech #Fintech

Exciting news!??? Your go-to guide on what extra-curricular events to attend during Money20/20 USA is now LIVE. Networking galore – breakfasts, lunches and happy hours…they’re all happening during Money20/20!??? ? ?? Check it out here: https://lnkd.in/ge8xGXAX Bookmark this resource and check back often for new events!??? Haven’t purchased your ticket to Money20/20 yet? Use discount code TFR250 to?register for the main event today: https://bit.ly/4d0gCkS #Money2020 #Fintech #FintechEvents #Money2020USA

Mark your calendar for American Banker's THE MOST POWERFUL WOMEN IN BANKING Conference on October 22-23, 2024 in New York. This is your opportunity to engage with industry leaders through inspiring keynotes, dynamic workshops with honorees, and thought-provoking roundtable discussions. ??? Connect with past and present honorees from American Banker’s inconic rankings and gain insights from top industry experts. This is an event unlike any other! ?? Don’t miss out—secure your spot today: https://lnkd.in/gQwX5n-7. #WIB #WIB2024 #WomenInBankingConference #Banking #BankingEvents #MostPowerfulWomeninBanking #WomenInBanking Arizent

It's time to highlight this week's top #fintech deals! ?? Check them out ?? The top deals from the week include Zepz, KOHO, BMLL, Rogo, and Athena Home Loans.??? ?????? ?? Subscribe to the FR for the latest on the top fintech deals that matter. Sourced daily, in one convenient place: https://bit.ly/subscribeFR. Other deals mentioned in this newsletter: Barte RD Technologies syte Republic Capital Group Creative Planning TRAY Lendistry Briink Plumery Rey.id AMLYZE Infinite Giving FLORA (Flora Fertility) Harvey Hudes Marcel van Oost Mark Lenhard Daniel Eberhard Lorrin Pascoe Paul Humphrey Gabriel Stengel Nathan Walsh Sarah Sproule #FintechNews #FintechDeals #Proptech #Blockchain #Wealthtech #Payments #Fintech #Insurtech #Lending

The most transformational technologies all focus on one thing: simplifying the user experience.??? The same is true in the financial sector. Digital upstarts moved quicker in capturing the shifting consumer demands. With 48% of banking customers using a mobile application to manage their accounts, according to an annual survey by the American Bankers Association, it’s clear online banking is the future.??? Alex Jimenez, Lead Principal Consultant at Backbase, outlines three essential steps that credit unions and financial institutions—large and small—must take to survive in this new world of banking: Step 1: Don’t invest any more in legacy infrastructure.? Step 2: Invest in the future-proof foundation? Step 3: Connect the business and IT Read the full article here: https://lnkd.in/gUZRfvRY #FintechNews #Fintech #Banking #BaaS #OnlineBanking #DigitalBanking

It's time to highlight KOHO for the #fintech deal of the day!?? KOHO, a Canada-based fintech company, raised $140 million USD in an equity and debt funding round led by PROPELR Growth, with participation from Rockefeller Capital, Drive Capital, TTV, and BDC. ?? ?????? ?? Subscribe to the FR for the latest on the top fintech deals that matter. Sourced daily, in one convenient place: https://bit.ly/subscribeFR. Harvey Hudes Marcel van Oost Daniel Eberhard Lorrin Pascoe #FintechNews #CapitalMarkets #Fintech

Join us at InsureTech Connect ITC Vegas 2024, the world’s largest gathering of insurance innovation. ?? This is where you will discover solutions to your biggest challenges, gain access to unique and meaningful education, and meet the insurance industry’s best and brightest. Why attend? ?? ?? Unmatched networking ?? Explore the latest trends and technologies transforming the industry ?? Collaborate with like-minded professionals Register now using code 200ITC1739 to snag $200 off your ticket: https://lnkd.in/g3j_w_Vf *Code not valid on Independent Agent, Startup, Groups, or LATAM tickets. Discounts only apply to new registrations. #ITCVegas #Insurtech #Insurance #InsuranceInnovation #InsurtechEvents #Events #BecauseOfITC McKinsey & Company

Ready to mix it up with some of the coolest minds in #fintech? ?? Join us for The FR's Bourbon & Bites happy hour at Boston Fintech Week, brought to you by Fintech Sandbox! ??? Enjoy top-notch drinks, mouthwatering bites, and the chance to rub elbows with industry leaders and trailblazers. ?? ?? Request your invite here: https://lnkd.in/g_6_yWF5 A big thank you to our sponsors: TradeStation, The Bowdoin Group, Caliber Corporate Advisers, SixThirty, FS Vector, and Fintech Sandbox. Special shoutout to: Allison McDaniel, Jarid Altmark, Kelly Fryer, Jim Smith, Jim Urquhart, Courtney Sheridan, MBA, Harvey Hudes, Alison Taylor, David Gantos, and Molly Hoffmeyer. #TheFRPresents #FintechEvents #BourbonandBites #BostonFintechWeek #BostonFintechWeek2024 #BFW2024 #BFW #BostonEvents #HappyHour #Networking

How will this year's ADVISE AI conference reshape the landscape of financial advisory? ?? Brian Wallheimer, editor-in-chief of Financial Planning, recently sat down with Grace Keith Rodriguez, CEO of Caliber Corporate Advisers, to explore what attendees can expect from this exciting event on October 9-10 at Encore Las Vegas. ???? They dive into key questions that every financial advisor should consider: ?? How big of an impact does AI have on the financial advisory industry? ?? With all the buzz around AI, how can this conference help attendees cut through the noise and find actionable insights? ?? What unique perspectives does an editor focused on wealthtech hope to gain from the event? ?? What emerging trends in wealth management and wealthtech should we be paying attention to, especially related to the topics on the agenda? Don’t miss out on this opportunity to stay ahead of the curve! Catch the full article for all the details: https://lnkd.in/gARVZcVn Be sure to grab your ticket for this year's ADVISE AI conference today: https://lnkd.in/gRAN8yeR #ADVISEAI #WealthTech #FinancialAdvisory #Innovation

It's time to highlight BMLL for the #fintech deal of the day!?? BMLL, a UK-based provider of historical financial market data, raised $21 million in an undisclosed funding round led by Optiver, with participation from FactSet, Nasdaq Ventures, IQ Capital’s Growth Fund, and CTC Venture Capital. ?? ?????? ?? Subscribe to the FR for the latest on the top fintech deals that matter. Sourced daily, in one convenient place: https://bit.ly/subscribeFR. Harvey Hudes Marcel van Oost Paul Humphrey Leonie Alsop #FintechNews #CapitalMarkets #Fintech