The evolution of the social trader

Business of Fintech, Future of Investing

Hotspots for investor support: What fintech CEOs are eyeing in the latter half of the year

• Fintech CEOs are generally optimistic for the year's second half.
• Logan Allin, founder and managing partner at Fin Capital, outlined fintech CEOs' key objectives and strategies to mitigate the effects of high interest rates on funding and valuations.

Future of Investing, The Quarterly Review

The Quarterly Review: The future of portfolio management and AI assistants ft. Public’s Leif Abraham

• Leif Abraham, co-CEO and co-founder of Public dives into how the firm is planning on adapting to changing investor sentiments and behaviors.
• Currently Abraham is busy integrating the firm's AI assistant into their investment flow and building new products that better cater to modern portfolios.

Future of Investing, Keys to growth

How data platform Ascent leverages CUSO and corporate VC investors to expand into credit unions

• Data company Ascent worked with two investors in the CUSO and credit union space to go to market targeting credit unions.
• We spoke to the firm's CEO as well as with investors from the Reseda Group and TruStage Ventures about how they built a collaborative ecosystem to help portfolio companies.

Future of Investing, The Quarterly Review

The Quarterly Review: Acorns is digging deep into research to inform product development and growth

• Seth Wunder, President and CFO at Acorns dives into how the firm is putting its most recent consumer research to work in building and marketing Acorns products.
• Acorns' strategy is a combination of providing lateral support through financial education as well as evolving product mixes through acquisition of firms like GoHenry.

Future of Investing, Member Exclusive

Greenwood launches investing platform to help minorities have a piece of the American pie

• Greenwood Invest particularly opens doors to stocks and ETFs for Black and Latino consumers who already use Greenwood’s Spending and Savings accounts.
• Co-founder and CEO, Ryan Glover, shares how the road to profitability can be more challenging for digital banks owned or led by minorities.