Sitemap - 2022 - Fintech Blueprint π€π¦π§
Digital Wealth: Personal finance platform Money View raises $75MM at $900MM
2022 in Review: Our top learnings in Web3, market volatility, and industry insights
Long Take: Wells Fargo $3B+ & Epic $520MM fines undermine positive-sum games and consumer surplus
Digital Wealth: Apex & Unifimoney offer roboadvisory and asset custody to banks
Long Take: Should Plaid launch a payments network on Arbitrum?
Podcast: The emerging problems in banking-as-a-service, with Lex Sokolin and Will Beeson
Digital Wealth: JPMorgan invests in risk analytics wealthtech Edgelab & Evooq
Long Take: What's wrong with $12B Credit Suisse, but right with $8B Wise
Digital Wealth: Arta's PFM acquisition echoes Personal Capital strategy
Long Take: Generative AI creates the surreal search engine of our dreams
Digital Wealth: Roboadvisors lost 20% this year on average
Long Take: The mistakes we made analyzing FTX, and how to correct them
Digital Wealth: Addepar's big moves -- UBS partnership and London expansion
Long Take: How Elon Musk can turn Twitter into a fintech powerhouse
Digital Wealth: Envestnet's tech upgrades, crypto reporting, and custody launch with $1.5T FNZ
Long Take: Understanding the fall of FTX and attempted acquisition by Binance
Digital Wealth: reAlpha gets $200MM for AI-based real estate investing
Digital Wealth: UBS launches Chinese digital wealth platform WE.UBS
Long Take: Can anyone fight Apple's monopoly power over Web3, the Metaverse, and Finance?
Digital Wealth: Mastercard integrating crypto trading for bank partners, using Paxos Trust
Long Take: What will Goldman Sachs do with Marcus, and Why?
Digital Wealth: Alts digital money manager Equi raises $15MM on $100MM of AUM
Digital Wealth: Betterment, via Gemini, and DBS Bank both launch crypto offerings to clients
Long Take: Getting out of this macro hellscape
Long Take: The evolution of embedded finance to $7T in flows, and the OCC's mandate to derisk it
Digital Wealth: Roboadvisor StashAway raises $13MM after BlackRock distribution deal
Long Take: Fixing our innovation blindspots, with Apple identity and DALL-E AI art
Digital Wealth: UBS backs out of $1.4B Wealthfront acquisition, buys $70MM convert
Long Take: Lessons from the Application / Infrastructure cycle for future bets
Podcast conversation: Teaching financial AI to be ethical and fair, with Fairplay CEO Kareem Saleh
Long Take: Uploading a Digital Twin of the financial system into DeFi, with MakerDAO and HVBC
Digital Wealth: $130B Alts fintech iCapital acquiring $7B investments feeder fund platform from UBS
Video: Discussion of FTX, TeamApt, Truework
Long Take: Can governments kill software? The US is trying with Tornado Cash.
Digital Wealth: Penfold roboadvisor crowdfunds from 700 investors to aggregate UK pensions
Digital Wealth: $130B alts fintech iCapital acquires SIMON Markets, a Goldman spin-out
Digital Wealth: Social investing app Shares raises $40MM, charges 79 bps
Long Take: Sizing up Roblox, Minecraft, and Fortnite as places for financial economies
Digital Wealth: $1.5T asset platform FNZ acquires New Access, core-to-digital private banking tech
Long Take: The opportunities in the Web3/DAO CFO tech stack, compared to its Fintech counterparts
Long Take: What can the Web3 economy learn from eCommerce and paytech?
Long Take: Can balanced regulation for the crypto markets emerge after crash?
Digital Wealth: NerdWallet to acquire consumer debt roboadvisor in $120MM deal
Long Take: Should Robinhood, Voyager, and BlockFi sell to FTX -- a view on the industrial logic
Digital Wealth: Cleo, the 4MM user personal finance AI chatbot, valued at $500MM
Long Take: The novel political challenges in Solend and MakerDAO from market pressure
Our top 5 Fintech & DeFi 2022 Podcasts
Digital Wealth: Charles Schwab's $187MM settlement to roboadvisor clients for cash sweep
Long Take: Learning to notice the shape of Liquidity, and its impact (e.g., stETH, Celsius, 3AC)
Digital Wealth: Algo-advisor Delphia closes $60MM round led by Multicoin Capital
Quarter in Review: Top 3 key Fintech developments in Q2 2022
Digital Wealth: Massive $725MM funding round for broker Acrisure, valuing it at $23B
Long Take: Longer term strategy for crypto wallets, with launches from Zerion and GameStop
Greatest Hits: Stablecoins & CBDCs
Digital Wealth: The Robo Report & The Robo Ranking
Digital Wealth: Data-driven wealthtech TIFIN valued $842MM after $109MM raise
Long Take: The right lessons from Terra's $40B collapse
Digital Wealth: $1.9T AUA platform Orion acquires $6B OCIO firm TownSquare
Long Take: Stripe will drink your embedded finance milkshake
Digital Wealth: Teen-focused Fintech App Copper Raises $29MM, Grows To Over 800,000 Users
Long Take: 3 DeFintech life-style businesses to launch in a challenging market
Digital Wealth: Fidelity Investments Unveils A Crypto Option For 401(k) Plans
Long Take: Deriving Polygon Supernets and Avalanche Subnets value accrual through the Laws of Nature
Digital Wealth: Robinhood to acquire UK-based e-money institution and cryptoasset firm, Ziglu
Long Take: Twitter, Elon, Jack, and the promise of decentralized social media
Digital Wealth: Ellevest raises $53MM for $1.4B AUM women-focused roboadvisor
Long Take: Deriving the benefits of tokenomics for Centralized Exchanges
Long Take: Role of Central Banks in DeFi, Stablecoins, and the Web3 economy
Digital Wealth: Goldman Sachs buying Pension Roboadvisor NextCapital
Digital Wealth: London Stock Exchange Sells Wealth Back-Office Unit For $1.1 Billion
Long Take: The Yuga Labs triple threat -- $3B NFT floor, $4B valuation, and $12B of $APE
Digital Wealth: JP Morgan acquires equity comp platform Global Shares for β¬665MM
Long Take: What Layer 1 protocols must learn from the Telecom crash
Podcast Conversation: Investing in Web3 and fintech for CFOs, with Redpoint's Urvashi Barooah
Digital Wealth: Social Investing App Shares Closes $40MM Series A With 60,000 Waitlist
Long Take: Rugging, early token liquidity, and the expected cost of holding
Digital Wealth: TD adds $75B of US deposits with $13B acquisition of First Horizon
Long Take: On Ukraine and the economic sanctions of Russia
Podcast Conversation: Rebuilding banking starting with Teens, with Current CTO Trevor Marshall
Digital Wealth: FNZ Receives Β£1B Investment To Expand In Wealth Sector
Long Take: What the Crypto Super Bowl says about Fintech brand building
Digital Wealth: Roboadvisor Betterment acquires Makara to offer crypto investing
Long Take: Are DAOs and Nations conscious? A look at Diem/Silvergate, Google Plex, and Solidly AMM.
Digital Wealth: UBS buys Wealthfront for $1.4B; aka Wealthfront does not disrupt incumbents
Digital Wealth: Acorns $2.2B SPAC Deal with Pioneer Merger is Terminated
2022 Capital Markets Primer: Crypto Flows and Fundamentals, NFT Digital Art (part 2)
Web3: Unstoppable Domains NFT Sign-On; $2B FTX Fund; PayPal develops Stablecoin; Near Raises $150M
Digital Wealth: Alternative investment platform CAIS secures $225m capital boost
2022 Capital Markets Primer: Fintech Equities, SPACs, and Venture (part 1)
Web3: LooksRare vampire attacks OpenSea; WeChat supports Digital Yuan; and Tron DAO
Digital Wealth: Apollo, WestCap, Temasek invest $50MM into Alts fintech iCapital @$6B valuation
Blueprint: Mega Mutant Serum for $6MM; Monzo Raises Β£444m; and Truebill acquired for $1.3B