Moneta VC

With the recent U.S. #election and a #Fed rate cut shaping the investment landscape, now is a pivotal moment for investors to reassess their strategies. Potential tax and trade shifts, along with the Fed’s easing, present both opportunities and challenges. Staying diversified and focusing on quality investments is key to navigating volatility and driving long-term growth. View our November Market Commentary from Head of Investments, Min Zhang, CFA, for more insights on positioning your portfolio. #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther

I am honored to be recognized as one of the Most Exceptional Entrepreneurs of 2024 by Goldman Sachs at the Builders and Innovators Summit, alongside my Co-Founder, Rishi Kumar. This acknowledgment reflects the unwavering dedication of our incredible team to expand access to Socially Responsible Credit™ for all working Americans. At Kashable, we are committed to empowering employees to secure a brighter financial future through innovative solutions. Congratulations to all of the other honorees who are recognized in a write up about this year's remarkable entrepreneurs here: https://lnkd.in/dSE-NJ-p #GSInnovators #Entrepreneurship #FinancialWellness #Innovation #FinancialInclusion

🚀Railsr and Toqio Nominated for 'Best Embedded Finance Initiative' at the 2024 Banking Tech Awards! 🚀 We are delighted to announce that the ongoing strategic partnership between Railsr and Toqio has been nominated for ‘Best Embedded Finance Initiative’ at the 2024 Banking Tech Awards! 🎉 Our joint work with the United Nations has proven continuously successful, and we are honoured for this work to be recognised by FinTech Futures. Well done to the other Finalists, we look forward to seeing many industry leaders in December. Bring on the ceremony!

For the second year in a row, Farther has been named to CB Insights' annual Fintech 100: a list of the top 100 most promising private fintech companies across the globe. Having been selected from tens of thousands of applicants, we are honored that CB Insights is highlighting our commitment to innovating the fintech landscape. We would also like to extend our congratulations to our friends at Arch and Wealth.com for their inclusion on this list. Learn more about the Fintech 100, and read the full list here: https://bit.ly/48n4HM5. #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther #fintech100

🎉 We’re proud to announce that Amplify has been ranked the #1 permanent life insurance product by Forbes! 🙌 At Amplify, we’re dedicated to providing innovative life insurance solutions that not only protect your loved ones but also help you grow your wealth while you’re alive. Our Indexed Universal Life (IUL) product allows customers to grow their cash value tax-free, giving them the financial flexibility to achieve their goals. A huge thank you to our customers for their outstanding reviews and trust in us! 🌟 Your success is our success, and we’re excited to continue delivering industry-leading products and service. https://lnkd.in/gEiTQFAe

We're thrilled to announce our $16.8M Series A funding led by Bessemer Venture Partners! This investment will fuel our mission to tackle payment failures due to false declines and recover lost revenue for e-commerce merchants. Our AI-powered platform is already saving 20-30% of declined payments, and we're just getting started. We're grateful for the trust placed in us by Bessemer and excited to scale our innovative approach to payment recovery. #FinTech #Payments #SeriesA https://lnkd.in/gy92JBpT

It's a milestone moment for Farther! We’re thrilled to share that we have closed our Series C funding round, raising $72 million and simultaneously surpassing $5 billion in assets under management. A big thank you to our investing partners, CapitalG and Viewpoint, for their support as we enter this next chapter. With this funding, we are poised to enhance the advisor experience and elevate our innovative platform to set a new standard in wealth management. Curious about what’s next for Farther? Read Bloomberg's coverage by Katie Roof: https://lnkd.in/g_rkfae2. #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther

Exciting news from the G2 Fall Reports: Gaviti has been named a Leader in Accounts Receivable Software! 🎉 We’re proud to be recognized as the #1 A/R solution for mid-sized companies in the USA, and we've earned top 5 rankings in key areas including: Meeting customer requirements Competitive pricing User satisfaction Ease of setup AI functionality A huge thank you to our customers for your amazing feedback and support. We couldn’t have achieved this without you! 🙏 Curious to learn more? Check out our G2 profile: https://hubs.la/Q02RrFYw0

Medallion Bank has announced a strategic partnership with Kashable, a fintech company, aimed at enhancing its lending capabilities. This partnership will allow Medallion Bank to leverage Kashable’s technology to offer responsible and accessible credit solutions, further expanding its presence in the digital lending space. #MedallionBank #Kashable #Fintech #LendingPartnership