Is This the FinTech Effect Showing Up?

Franklin Resources announced they are acquiring Legg Mason which will create an investment management firm with revenues approaching $9 billion annually. Franklin Resources revenue for FY19 (their FY ends in September) was $5.7 billion. Legg Mason had 2018 revenue of $2.9 billion and their 3 quarters to date in 2019 showed flat revenues. Franklin’s revenue’s […]

I Am Waiting For FinTech

Really. I am waiting to see the effects of FinTech. It was just a couple years ago when we could not read anything in the business press that was not FinTech related. There were thousands of start-ups and billion$$$ of venture money invested in the space. We were sure to see a world run on […]

FinTech Companies in the Global 5000

With all the activity in the FinTech sector over the past couple of years, we have been compiling a list of FinTech companies and have integrated it with our Global 5000 database.  In many cases, the hype of FinTech completely changing the banking industry has been mostly hype — there have been significant inroads in […]

Reconciling Data – Robo Advisors & the SEC

Anyone who has worked with databases knows that matching up multiple datasets knows that the nitty, gritty behind-the-scenes detail work is not exactly the most glamorous work —- but it is necessary. That realization was once again driven home when we downloaded the SEC list of registered advisors. The goal was to match that list […]

The FinTech Wave of Payment Companies

As part of building the FinTech Dynamic database, we have identified over 150 companies involved in the payments space. Some are retailer/suppliers who have a vested interest and provide services for the payments industry. These include major retailers like Amazon, Alibaba and Wal-Mart. Device manufacturers like Apple and Samsung and services companies including First Data, […]

FinTech Robo Advisors . . . and the incumbents

In the hot start-up world of FinTech, there are many different segments from Insurance to Banking to Bitcoins and trading and . . . .   One of these advisory business that has been well know by the likes of Schwab, Fidelity and Vanguard. The new players are increasingly algorithmic based and are are labeled […]

FinTech Activity — All Part of Big Financial Player’s Operations

Since embarking on building out a FinTech company database, we have discovered and started to profile over 725 firms in the FinTech space.  In detail, we have researched, profiled (and estimated the revenue) for 110 of these. Along the way we have reviewed a number of lists, top 10’s and the never ending stream of […]

FinTech Market Segmentation

With the rush of funding into the dynamic startup world of FinTech, even more new companies and types of opportunities appear daily. With an eye towards securing funding, many types of companies claim to be a FinTech startup so the definition of ‘what is Fintech?’ becomes really broad. Trying to keep track of it all […]

FinTech’s foot in the Financial Services Industry – – What’s at Stake ?

Recognize any of these companies? Venmo Moven Lendio Betterment Kraken You should and there are 100’s others just like them.  They are the new breed of FinTech companies and they have their eyes on the rich & lucrative financial markets of all types services and applications serving this industry segment. A technology play into existing […]