Future of Investing

In inclusion move, SoFi opens up to customers ignored by wealth managers

  • Online lender SoFi announced that it's making its wealth management service available to non-borrowers.
  • Beyond a financial inclusion play, analysts say the move is motivated by a need to scale the business and acquire new customers.
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In inclusion move, SoFi opens up to customers ignored by wealth managers

 


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Designing new products, Future of Investing, Modern Marketing, The Quarterly Review

The Quarterly Review: How Acorns’ CFO Seth Wunder turns insights from market research into products and brand awareness

  • In this edition, we check back in with Acorns' Seth Wunder about how his plans to distill market research done by the firm into product development panned out.
  • Wunder breaks down how the firm has been enhancing its current product suite by focusing on GoHenry, and shares plans to release a new app for its Acorns Early product.
Rabab Ahsan | November 12, 2024
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.
Sara Khairi | August 06, 2024
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.
Rabab Ahsan | July 15, 2024
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.
Zachary Miller | June 14, 2024
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.
Rabab Ahsan | May 23, 2024
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