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Category: FinTech

jim

CMO Interview: Erik Jepson of Personal Capital

In FinTech, Marketing, Wealth ManagementTags CMO, Personal CapitalPublish DateJuly 8, 2014

Personal Capital is in the vanguard of a new wave of startups seeking to disrupt the $10T wealth management industry. Others in this space include Betterment, FutureAdvisor, Jemstep, LearnVest, SigFig and Wealthfront. Each is leveraging technology …

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jim

Greater Boston FinTech Funding 1H 2014

In FinTech, Startups, Venture CapitalTags Boston, Consumer United, Kensho, peerTransfer, SwipelyPublish DateJuly 2, 2014

These are the FinTech startups in the greater Boston area that announced new funding in the first six months of 2014: Consumer United – $14MM Kensho – $10MM peerTransfer – $6.2MM Swipely – $20MM Did I …

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jim

Q&A with Will Graylin, CEO of Mobile Payments Startup Loop

In FinTech, Mobile PaymentsTags Loop, mobile paymentsPublish DateJune 17, 2014

Boston-based mobile payment start-up Loop was founded in 2013 by Will Graylin and George Wallner, two very smart guys who figured out how to emulate a mag-stripe credit card swipe with your phone. A user pays …

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jim

Q&A with Dan O’Malley of Eastern Labs

In Banking, FinTech, StartupsTags Boston, Eastern Bank, mobile, P2P LendingPublish DateMay 27, 2014

I was excited to read that Eastern Bank hired the team behind PerkStreet and created Eastern Labs, with the objective of leveraging the bank’s resources and data to build new financial service technologies, and of digitizing …

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jim

Lightning Round With Jeff Bussgang of Flybridge

In FinTech, Venture CapitalTags accelerators, Boston, FlybridgePublish DateMay 12, 2014

Jeff Bussgang is General Partner at Flybridge Capital Partners, an early-stage VC firm with offices in Boston and New York. Jeff is currently a board member at FinTech startups Plastiq and SimpleTuition, as well as at …

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jim

What I Saw At Finovate

In FinTech, Startups, Thoughts & RamblingsTags Finovate, PrivatBank, toplessPublish DateMay 6, 2014

I’ve just returned from the Finovate spring session in northern California. What did I see? Quite a few single occupant automobiles in the HOV lane on Highway 101. Finovate, for the uninitiated, is a grueling two-day …

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jim

In One Day, Two Boston FinTech Startups Exit Via Acquisition

In FinTech, Startups, Venture CapitalTags Boston, Commonwealth Capital, Edison Ventures, exits, startupsPublish DateApril 3, 2014

On April 1, 2014, two startups from the greater Boston FinTech cluster were acquired. Both were venture-backed, and both were founded over a dozen years ago. Andera was the larger of the two deals. Founded by …

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jim

Yet More Greater Boston FinTech

In FinTech, StartupsTags Boston, MCX, startupsPublish DateApril 1, 2014

Here are 17 new – or, more accurately, new to me – greater-Boston FinTech or financial services startups. The truly new company is Liberty Teller, founded in 2013. I’ve also come across two startups in stealth …

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jim

Q&A with Alex Tonelli of Funding Circle USA

In Alternative Lending, Banking, FinTechTags Funding Circle, Lending Club, On Deck Capital, P2P Lending, Prosper, startupsPublish DateMarch 25, 2014

Funding Circle is a crowdlending platform that lets individuals and institutions loan money to small businesses. Founded in the UK in 2010, the firm has about 70,000 registered lenders who have lent more than £223,000,000. Last …

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jim

Should Boston Have a Dedicated FinTech Accelerator?

In FinTech, StartupsTags accelerators, BostonPublish DateMarch 4, 2014

There is no shortage of incubators and accelerators in the Boston area. We have: Betaspring Bolt DogpatchLabs Mass Challenge TechStars Boston All, save hardware accelerator Bolt, have helped FinTech or financial services startups get to the …

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Quotable Quotes
“Whenever the old gives way to the new, everybody with vested interests in the old starts crying that the world will stop. There aren’t many people with vested interests in the new.”
— WALTER WRISTON

“The reasonable man adapts himself to the world; the unreasonable one persists in trying to adapt the world to himself. Therefore all progress depends on the unreasonable man.”
— GEORGE BERNARD SHAW

“All you need in this life is ignorance and confidence, and then success is sure.”
— MARK TWAIN

Bookmarks
FinTech Sandbox
Observations from the Fintech Snark Tank
Revolutions Podcast
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