Remove 1996 Remove Aggregator Remove Software Remove Valuation
article thumbnail

Does Fintech Disruption Break The Investment Banking Model?

YoungUpstarts

Here digital intercepts of consumer activities are aggregated into large data sets, analysed, and assessed versus market expectations. PC and mobile interfaces dynamically display portfolio valuations and exposures, along with system-generated investment recommendations tailored to a specific client’s financial goals and risk appetite.

article thumbnail

How to Fine-tune Your Small Business Finances—from Funding to Growth [Webinar Recap]

Up and Running

For this discussion, we were joined by CEOs Jared Hecht of Fundera, Joshua Reeves of ZenPayroll, Matt Rissell of TSheets, and our own Sabrina Parsons of LivePlan and Palo Alto Software. I have been involved in startups since I graduated from college in 1996. Thank you Jared. Sabrina would you share your experience with us?