Blog: Entrepreneurs

Entrepreneurs

  • Banking Disrupted Leadership Summit

    Envestnet | Yodlee Supports Banking Disrupted, A Silicon Valley Leadership Summit

    By on September 6, 2016

    What are the latest trends in fintech and unbundling the bank? Join us at the upcoming Banking Disrupted | A Silicon Valley Leadership Summit on September 14-16th, 2016 in Palo Alto, CA. We’re excited to announce that Envestnet® | Yodlee® has been selected to join an elite group of Silicon Valley visionaries, industry leaders and executives gathering to accelerate the innovation […]

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  • Financial Innovation With A Neutral Ecosystem

    How Envestnet | Yodlee Drives Financial Innovation with a Neutral Ecosystem

    By on July 26, 2016

    In the digital age, data is everything. While financial institutions seem to be positioned on one side of the digital divide, and fintech startups on the other, a more productive and profitable alliance can be found at the mid-point through collaboration. Financial institutions (FIs) and fintech innovators both have growing needs for such a collaborative ecosystem where they can access […]

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  • Financial Freedom

    6 Steps To Achieving Financial Freedom With a Household CFO

    By on July 14, 2016

    Earning a high income is wonderful, but it’s attaining a healthy savings rate — not how much money you make — that actually creates financial freedom, flexibility, and peace of mind. The amount that you set aside for a rainy day, or to invest to provide for your future, is the best solution for financial stress and achieving stability, wealth, […]

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  • Accounting Seed For Salesforce

    Accounting Seed Offers Exclusive Accounting Platform for Salesforce

    By on July 5, 2016

    Salesforce.com users who need convenience and easy to use accounting systems can turn to Accounting Seed, the premiere accounting application developed exclusively for Salesforce®.

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  • Trends in Wealth Management

    Experts Reveal Top Trends in Wealth Management

    By on June 10, 2016

    Recently, we partnered with AmericanBanker to host a webinar on top trends in wealth management. Panel speakers included Alois Pirker, research director; William Boland, senior analyst; and Javier Paz, senior analyst, all with Aite Group’s wealth management practice, as well as Jay Hummel of Envestnet®, and John Bird, Envestnet | Yodlee®.

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  • Fintech Startup Success

    Five Ways to Minimize Risk for Fintech Startup Success

    By on May 18, 2016

    The global financial system is a highly complex network governed by numerous regulatory agencies, at several levels of government, which enforces a large, and evolving set of rules. At the most basic level, the purpose of regulations is to protect the trust of market participants. They need to be assured that they won’t unwittingly lose their assets (e.g. money, securities, […]

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  • EY Incubator Bootcamping

    Bootcamping: Immersion In The Process Of Building a Business

    By on May 9, 2016

    It’s hard to believe that Ynext Incubator Demo Day is this week—Thursday, May 12 starting at 3 p.m. After six months of intensive work honing their business acumen, expanding their technical chops and working hands-on with Yodlee transactional data, our cohort of seven companies is ready to pitch to investors. Before they take the stage, I thought I’d share a […]

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  • EY Incubator: Advisory Board

    How to Recruit a Great Advisory Board

    By on March 30, 2016

    Does your startup need an advisory board? The answer from a panel on the topic at the most recent Ynext Incubator Bootcamp would likely be an emphatic “Yes!” Joining us to educate our current cohort of fintech startups on the why’s and how’s of building an advisory board were the following rock star panelists: Kathryn White, RBS Jessie Dennen, Percena […]

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  • Fintech Global Entrepreneurship

    Fintech in the Era of Global Entrepreneurship

    By on February 17, 2016

    On January 27th-28th, I attended the CREDIT Conference, a fintech and marketplace lending event at Pier 27, San Francisco dedicated to Sino-US collaboration. There were prominent speakers and attendees from leading financial institutions, fintech companies and lending platforms such as Lending Club, Prosper, Kabbage and Avant; and San Francisco’s mayor, Edwin Lee, even spoke.

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  • Global Fintech Survey

    Global Fintech Survey Results: 51 Experts Reveal 2016 Trends

    By on February 15, 2016

    What are the trends expected to drive fintech innovation in 2016? I am happy to publish, on behalf of Envestnet® | Yodlee®, the results of the second annual Global Fintech Influencer Survey.

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