fintech

Consumer

Klarna Swipes Key Walmart Partnership Ahead of US IPO

Photo by Mike Mozart via CC BY 2.0

It seems like Affirm’s buy-now-pay-later partnership with Walmart wasn’t on quite such firm ground, after all.

2 min read

Photo via Connor Lin / The Daily Upside

Advisor Upside

Ritholtz Execs Double Down on Fintech Startups

CEO Josh Brown is investing in AI-powered lead generator FINNY, while director of research Michael Batnick is launching Exhibit A, a data visualization…

1 min read
Photo via Trust & Will

Advisor Upside

Digital Estate Planner Trust & Will Lands $25 Million in Funding

Advisors tend to work with lawyers for their estate planning needs, but digital platforms can help expand those services to more clients.

1 min read
Photo by Yan Krukau via Pexels

Advisor Upside

Why Advisors Are Ditching Their CRMs

Market penetration for customer relationship management software has fallen more than 10% in the past two years, according to a new survey.

1 min read

Consumer

Walmart-Backed Fintech Scores Big Funding Round

Photo by Walmart Corporate via CC BY 2.0

Besides being your one-stop-retail-shop for everything, Walmart would like to be your virtual banker, too.

1 min read

Photo via Connor Lin / The Daily Upside

Advisor Upside

3 Trends Expected to Give Advisors Hangovers in 2025

The research and advisory firm Forrester found that adapting to new technologies is paramount to financial services firms.

1 min read
Photo via U.S. Patent and Trademark Office

Patent Drop

PayPal Blockchain Security Patent Could Build Crypto Trust

PayPal wants to make crypto transactions less risky.

2 min read
Photo by Ross Tomei via iStock

Big Tech

Klarna Shareholders Toss Director Overboard Amid Founder Feuding

Shareholders of Klarna ousted a board member closely affiliated with one of its feuding founders in advance of its IPO.

2 min read

Advisor Upside

The Wealthtech That Quintupled Assets Year-Over-Year, Twice

Photo via Connor Lin / The Daily Upside

New funding and growth have launched the digital investment advisor Farther’s valuation to more than half a billion dollars.

2 min read

Photo via U.S. Patent and Trademark Office

Patent Drop

Mastercard Blockchain Patent Could Make Financial Audits Easier

Mastercard might use blockchain to straighten out transaction records.

2 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

Wealthtech Funding Heats Up With 2 Big Rounds

Fintech’s Facet and Quartr raised a collective $41 million, highlighting robust enthusiasm for the industry.

1 min read
Photo by Luke Peters via Unsplash

Advisor Upside

Wealthtech Wave to Top $9.4B

The wealthtech global market size is primed for continued growth as investors and advisors embrace AI and digital innovation.

2 min read

Patent Drop

PayPal Patent Cuts Blockchain Energy Costs as it Ups Crypto Chops

Photo via U.S. Patent and Trademark Office

PayPal’s patent figures out when to use (and not use) blockchain for crypto transactions.

2 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.