Finextra Research: Latest fintech news, analysis, interviews, features and opinion by industry experts

Citi Ventures leads $11 million round in AI-based personal finance advocate Clarity Money

Personal finance app Clarity Money has raised a further $11 million in venture capital financing in a Series B round led by RRE Ventures and Citi Ventures.

23 March 2017

News/Personal finance

Canadian fintech Koho launches

Vancouver-based mobile finacial services outfit Koho has finally moved out of private beta testing, pitting its mobile-based service against Canada's big five providers in the battle for Generation Y.

17 March 2017

Company update/Personal finance

Jack Henry and Geezeo form online PFM partnership

Jack Henry & Associates, Inc.® (JKHY) announced the availability of JHA Online Financial ManagementSM, powered by Geezeo.

14 March 2017

Company update/Personal finance

Travis CU rolls out digital money management tools from MX

Travis Credit Union, the 14th largest credit union in California with $2.8 billion in assets, has once again demonstrated its strong commitment to its 189,000 members by offering digital money management tools powered by MX.

09 March 2017

News/Personal finance

Current preps debit card and app for kids

US fintech startup Current has raised $3.6 million as it prepares to roll out an app and card-based allowance management service for parents and their kids.

08 March 2017

News/Personal finance

Canadian digital receipt firm Sensibill raises funds for international push

Canadian digital receipt startup Sensibill is planning to move into the US and UK after raising $17.3 million in a Series A funding round led by Information Venture Partners and OpenText Enterprise Apps Fund (OTEAF).

02 March 2017

Company update/Personal finance

Squirrel exceeds fundraise target with SyndicateRoom

Online equity investment platform SyndicateRoom today announces the successful capital raise of £459,871 for Squirrel, which overfunded to 115% of its original £400,019 target.

28 February 2017

News/Personal finance

Chatbot savings app Plum partners P2P lender Ratesetter

British AI-powered savings Facebook Messenger chatbot Plum is to start steering users that are willing to take on risk in exchange for higher interest rates to P2P lender Ratesetter.

22 February 2017

News/Personal finance

Asia catching US in value of fintech deals

Venture capital investment in Asia-based fintech start-ups reached $5.4 billion in 2016 just shy of the $5.5 billion invested in the US.

20 February 2017

Company update/Personal finance

Uber partners Moneyfarm to provide UK drivers with financial advice

With the rise of the sharing economy and flexible working, many people do not have access to benefits traditionally provided through employment including services and providers that can help them plan, save and invest for retirement. Uber is working to address this issue, and by teaming up with Moneyfarm is connecting its partner-drivers with expert financial advice.

16 February 2017

News/Personal finance

Wells Fargo app sets customers savings challenges

Personal finance management apps are getting more demanding, with new offerings from Wells Fargo and startup Meniga challenging users to meet specific saving targets.

08 February 2017

News/Personal finance

Moven launches UK money monitoring app

US-based neobank Moven is setting its sights on Europe, launching a money tracking app in the UK.

07 February 2017

News/Personal finance

Citi and AmEx join Plaid Technologies funding round

Plaid Technologies, a startup that helps the likes of Venmo and Lending Club connect with their users' bank accounts, says that the venture arms of Citi and American Express joined its recent $44 million Series B funding round.

06 February 2017

News/Personal finance

Wells Fargo inks data sharing agreement with Intuit

Wells Fargo has followed Chase in signing a data-exchange deal with Intuit, enabling its customers to use an API to import account information to financial management tools such as QuickBooks without having to hand over their account credentials.

03 February 2017

News/Personal finance

After raising $5m, Qvivr gears up to launch wallet-replacing card

Qvivr, a US startup promising to replace the credit, debit, gift and loyalty cards in customers' wallets with a single card and app combo, has raised $5 million in a Series A funding round led by Khosla Ventures.

01 February 2017

Company update/Personal finance

Envestnet | Yodlee joins forces with Varo Money

Envestnet | Yodlee (ENV), a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, today announced it is partnering with Varo Money Inc., a mobile-only banking startup that helps consumers gain greater control of their financial lives, providing customers with a more customized mobile banking experience and better insights into their financial well-being.

31 January 2017

News/Personal finance

Intuit and Chase agree data sharing deal

Chase customers can now import their financial data to Intuit financial management tools without having to hand over their account credentials, addressing a key flashpoint in bank relationships with third party technology companies.

25 January 2017

Company update/Personal finance

Squirrel opens up £400K capital raise to online equity investors

Online investment platform SyndicateRoom today announced that Squirrel – a personal finance app dedicated to empowering users to have more control over their money – plans to raise £400K through the platform.

16 January 2017

Company update/Personal finance

PFM Clarity Money claims 40,000 downloads within first week of launch

One week after the launch of Clarity Money, a revolutionary personal finance app, it is now a “featured” personal finance app on the Apple App Store with over 40,000 downloads thus far.

12 January 2017

Company update/Personal finance

Virtual Piggy brings in Bob Marino as senior advisor

Virtual Piggy, Inc. (VPIG) appoints Bob Marino as their Senior Advisor and consultant to develop strategic partnerships between Virtual Piggy, Inc., banks and other financial institutions.

06 January 2017