Tag: Financial Wellness

SavvyMoney secures $225m to drive FinTech growth

SavvyMoney, a leading provider of financial wellness and growth solutions for banks, credit unions and FinTechs, has raised $225m. The funding was co-led by PSG...

Meridian and Conquest partner for AI planning

Meridian Credit Union, Canada’s second-largest credit union, has announced a new partnership with Conquest Planning, a FinTech firm modernising financial planning through artificial intelligence...

Brits neglect financial health in wellness focus

A new study from Revolut has uncovered a significant blind spot in how Britons approach wellness, revealing that a quarter of adults fail to...

Nayya and Northstar unite to unveil agentic AI benefits solution

Nayya, a leading health and wealth AI adviser that collaborates with major HR tech platforms, benefits providers, and employers, has acquired Northstar, a financial...

Earnings platform EarnIn secures $75m financing from MUFG

EarnIn, an earnings management company based in the US, has secured a $75m senior secured revolving credit facility from Mitsubishi UFJ Financial Group (MUFG), one of the world’s largest financial groups.

Plum unveils Sunny Day Rule to boost savings

Smart money app Plum has rolled out its latest automated savings feature, the Sunny Day Rule, designed to help users put aside extra money during the summer months.

Credit Sesame taps Green Dot to expand digital banking

Credit Sesame has announced a partnership with Green Dot, a financial technology and bank holding company, to strengthen its digital banking platform, Sesame Cash. Through...

Monese expands access to zero-interest Income Advance

Monese has introduced its Income Advance service, a move aimed at helping customers manage their finances more effectively during tough economic conditions. This development comes...

BMO and Conquest launch digital financial planning tool

BMO has joined forces with financial planning software company Conquest Planning to launch My Financial Progress, a new digital experience designed to help Canadians take greater control of their finances.

Paychex and SoFi team up on financial wellness tools

Paychex has partnered with SoFi at Work to bring a new suite of financial wellness tools to its Paychex Flex® Perks users.

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