Bringing estate planning into the digital age
/Part of Trust & Will’s product and growth strategy revolves around embedding itself within insurance platforms, and complementing their products and services.
Read MorePart of Trust & Will’s product and growth strategy revolves around embedding itself within insurance platforms, and complementing their products and services.
Read MoreLawmakers have concrete ways to improve banking services writ large, delivering more reliable and impactful experiences for constituents in the process.
Read MoreA wave of new fintechs as well as product announcements from incumbents suggest that financial wellness is more than a passing trend—it’s a metric that financial players of all stripes are taking seriously.
Read MoreIn an interview with The Financial Revolutionist, Sarah Clark, Senior Vice President of Digital Identity at Mastercard, explains the end goal of Mastercard’s digital-identity project, describes the privacy and security guidelines it follows, and justifies a private actor fulfilling this function—rather than a public entity.
Read MoreIn an interview with The Financial Revolutionist, Jaimin Desai, Reconcile’s Co-Founder & CEO, shares an early-stage founder’s view on breaking into a crowded tax-solution market, describes Reconcile’s operational strategy for growth, and outlines the upcoming year for his startup.
Read MoreIn an interview with The Financial Revolutionist, Ben Borodach, April’s Co-Founder & CEO, describes the platform’s new e-filing solution, discusses the implications of a government-built filing product, and outlines regulatory changes that can improve the US taxpaying experience.
Read MoreFor accountants, Tax Day is an ongoing operational and marketing process—both satisfying clients in time for the April deadline, while also growing customer bases and revenues.
Read MoreBarring unprecedented emergencies like the Covid-19 pandemic, Tax Day has fallen reliably on or around April 15th since 1955. It can feel like the tax-paying process has remained the same since that year, too.
Read MoreWhile regulations have been slow to react to the meme stock craze, some key components to trading-platform ops have fundamentally changed over the past two years.
Read MoreIn the wake of the r/wallstreetbets fiasco, lawmakers rallied to make sense of the technology—as well as the laws—that made such volatile market behavior possible.
Read MoreCompliance teams at startups have to deal with an expansive confluence of variables—KYC, passports, AML, travel restrictions—wherever these two industries meet.
Read MoreIn an interview with The Financial Revolutionist, Gilgamesh Founding Partners Miguel Armaza and Andrew Endicott describe the reaction of startups abroad to SVB’s crisis, predict the future of fintech banking, and push back at the idea that VCs catalyzed the bank run.
Read MoreJonathan Chen, Nitra’s Founder and CEO, said his startup was not immediately affected by SVB’s woes, but friends’ startups were.
Read MoreRouter Protocol CEO and Co-Founder Ramani Ramachandran expects current banking woes to catalyze another wave of crypto-based innovation, particularly around crypto-backed stablecoins.
Read MoreIn a conversation with The Financial Revolutionist, Social Leverage General Partner Matt Ober shares his perspective on SVB and Signature Bank’s recent collapse, describes the implications of this crisis for startup banking, and offers ideas for how to move forward.
Read MoreThe Financial Revolutionist is weekly newsletter and blog focused on the torrid pace of financial innovation. Today, thanks to the exponential rate of technological change, explosion in global trade and new regulations ushered in by the Great Financial Crisis, a new financial revolution is under way. In this battle, virtually every aspect of the greater financial services sector is subject to rigorous challenge. With the Financial Revolutionist, we are aspiring to create a boots-on-the-ground and highly opinionated assessment of important financial innovation developments in the past week.