financial advisors
Uprise takes in a user’s full financial picture, including overlooked aspects like employer benefits, and offers recommendations on where to funnel money.
Data-driven fintech Tifin valued at $842M in new $109M Series D round
There’s been talk throughout the venture ecosystem of a funding slowdown, but AI-powered fintech platform Tifin seems to be a clear exception. The Boulder, Colorado-based startup, which aims to match…
Employees can count on Addition Wealth for free, holistic financial planning services
As companies fight to retain workers amid the “Great Resignation,” many are offering enhanced benefits packages to employees. Financial wellness benefits, in particular, are on the rise, especially those that…
Caribou grabs $3M to remove the ‘unexpected’ from healthcare cost planning
The company helps advisors and their clients identify the right health plan and if you may need long-term care planning (spoiler, you probably will).
Sequoia dramatically revamps its fund structure as it looks to rethink venture capital model
Sequoia Capital is debuting a big shift in strategy as they look to boost their returns amid increased competition in the market for startup financing. The storied venture capital firm…
LA gets a big SaaS exit as Fastly nabs the Culver City-based Signal Sciences for $775M
Los Angeles was always more than a one-industry town, even when it comes to technology startups, as media and entertainment (and social networking) were always the big draws in Tinseltown.…
In this week’s startups newsletter: What’s the deal with A16z? Why is Lyft’s stock sinking? And what’s ahead for the e-scooter industry?
Motif and Goldman Sachs launch new, co-branded indices for better performing ETFs
Motif, the startup using machine learning to develop investment strategies for consumers and institutional investors, and Goldman Sachs, one of the world’s leading investment banks, have launched new technology-driven indices…
SEC slaps startups Wealthfront and Hedgeable with fines for making false disclosures
The Securities and Exchange Commission appears to be keeping a close eye on financial services startups, with today’s news that the agency has settled cases with two robo-advisory companies over…
