Acorns

Acorns Prioritizes Financial Wellness for Families with Launch of New Premium Tier, Including Access to GoHenry in the U.S.

Retrieved on: 
Tuesday, October 3, 2023

IRVINE, Calif. and NEW YORK and LONDON, Oct. 3, 2023 /PRNewswire/ -- Marking Financial Planning Month in October, Acorns, a savings and investing app, today announced a new Premium Tier focused on the family, including complimentary access to GoHenry by Acorns, a leader in financial education for 6-18 year olds. This follows Acorns' acquisition of GoHenry earlier this year, delivering on the mission-led company's commitment to put the responsible tools of money management and education in the hands of kids, teens and adults, globally.

Key Points: 
  • Acorns believes the key to building wealth and good money habits is starting early and investing throughout all of life's stages.
  • For $9 a month, the Acorns Premium Tier helps everyday people and families accomplish just that.
  • Acorns Premium also includes live Q&A sessions with financial experts and premium educational content to help adults learn how to invest responsibly.
  • Acorns Premium Tier customers will automatically receive access to GoHenry as part of their monthly subscription.

Follow Launches with $9M in Funding to Build The First Social Investment Platform To Automate Copying of Trades for US Equities to US Clients

Retrieved on: 
Tuesday, February 7, 2023

Follow , the first community-centric investment platform joining selected finance-focused influencers called ‘Leaders' and individual investors launches today with $9M in funding.

Key Points: 
  • Follow , the first community-centric investment platform joining selected finance-focused influencers called ‘Leaders' and individual investors launches today with $9M in funding.
  • Users open an investment account with Follow’s affiliated registered investment adviser who keeps their investments proportionally in sync with an account developed by Follow RIA to automatically Follow a Leader’s money moves.
  • Unlike traditional social platforms, Follow has developed a proprietary review process in order to evaluate their Leaders’ history of responsible social media behavior and disciplined investment strategies.
  • Leaders share their brokerage data prior to joining the platform, allowing Follow to assess their investment styles, commentary and to evaluate alignment of their social messages to their historic investment activity.

The World's Largest Customer Contact Event Series, Customer Contact Week, Set to Make San Antonio, Texas Debut In January 2023

Retrieved on: 
Tuesday, December 13, 2022

NEW YORK, Dec. 13, 2022 /PRNewswire/ -- Customer Contact Week (CCW), the leading conference dedicated to providing expert insight into exceptional customer service and experience, now in its 25th year, has announced its next event series, taking place January 30-February 1, 2023 for the first time in San Antonio, Texas at the Grand Hyatt. CCW is powered by CCW Digital, a division of Customer Management Practice.

Key Points: 
  • Program themes for January's event include "The Future of Work," "Next-Generation Automation and Digital Transformation," and "Effortless Customer Experiences."
  • The 2023 CCW event in San Antonio, Texas, will feature hundreds of industry leaders, attendees, and exhibitors.
  • For more information on the 2023 CCW in San Antonio, Texas, visit: https://www.customercontactweekdigital.com/events-customercontactweekwin...
    Started in 1999 as Call Center Week, CCW is the world's largest customer contact event series.
  • The Customer Management Practice is a complete research, marketing and business development partner, and resource hub to the customer management sector.

Daffy.org Transforms the Donor-Advised Fund into the LinkedIn for Giving

Retrieved on: 
Tuesday, November 29, 2022

Key Points: 
  • View the full release here: https://www.businesswire.com/news/home/20221129005451/en/
    To date, most platforms for charitable giving have archaic technology, an outdated user interface, and focus solely on the transactional donation processing.
  • We learned quickly from early Daffy members that giving is fundamentally better with other people, and what we actually were building was the LinkedIn for Charity.
  • Charitable Activity: A real-time feed of the philanthropic activity of friends, family, and colleagues, as well as special badges to make giving fun.
  • Daffy raised their $17.1M Series A in February 2022, backed by Ribbit Capital and XYZ Ventures, with the vision of supporting giving together.

Creator-Guided Shopping Platform, LTK, Adds First Chief People Officer

Retrieved on: 
Tuesday, November 15, 2022

LTK , the creator-guided shopping platform, today announced Patricia Gonzales as the companys first Chief People Officer (CPO).

Key Points: 
  • LTK , the creator-guided shopping platform, today announced Patricia Gonzales as the companys first Chief People Officer (CPO).
  • View the full release here: https://www.businesswire.com/news/home/20221115005429/en/
    LTK, the creator-guided shopping platform, today announced Patricia Gonzales as the companys first Chief People Officer (CPO).
  • For more information, please visit https://company.shopltk.com/en/company , or download the LTK shopping app from the App Store or Google Play .
  • For the latest LTK Creator updates, follow LTK.HQ , and for the latest shopping trends and updates from LTK, follow Shop.LTK .

Fintech's new Power player

Retrieved on: 
Wednesday, September 14, 2022

NEW YORK, Sept. 14, 2022 /PRNewswire/ -- Power, a bold fintech startup with plans to reshape global commerce, has finally teased early progress as they emerge from stealth.

Key Points: 
  • "A foundational element of Power since the beginning was to build momentum in stealth," says Randy Fernando, Founder and CEO at Power.
  • The Power product challenges that status quo, puts the power of fintech into the hands of the brand, and has been built to catalyze the next global evolution of commerce with the consumer and the brand in mind."
  • Our cloud-native platform is tailored to meet the needs of high-growth brands who use Power, providing them solutions that have not been supported in the past.
  • Power was founded by Randy Fernando and Andrew Dust, and is backed by Anthemis, Fin Capital, Financial Venture Studio, CRV, Dash Fund, Plug and Play and others.

Northwestern Mutual Appoints Jeff Sippel to Chief Information Officer

Retrieved on: 
Tuesday, May 3, 2022

MILWAUKEE, May 3, 2022 /PRNewswire/ -- Northwestern Mutual today announced the appointment of Jeff Sippel to executive vice president and chief information officer.

Key Points: 
  • MILWAUKEE, May 3, 2022 /PRNewswire/ -- Northwestern Mutual today announced the appointment of Jeff Sippel to executive vice president and chief information officer.
  • Prior to joining Northwestern Mutual, Sippel held the role of chief technology officer and chief strategy officer at Acorns, a financial technology and financial services company that specializes in micro-investing and robo-investing, leading the company's technology engineering, infrastructure, data science and security.
  • Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries.
  • Subsidiaries include Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company (NMWMC) (investment advisory and services), federal savings bank; and Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance).

Envoy Welcomes Jeff Brecker as Managing Director Chicago

Retrieved on: 
Thursday, November 18, 2021

CHICAGO, Nov. 18, 2021 /PRNewswire/ - Today, Envoy announced that Jeff Brecker has joined the connected customer experience consultancy, as managing director of its Chicago office.This appointment reflects the company's commitment to delivering best-in-class, digitally-led experiences for customers across six core practice areas including: brand and strategy, B2B and B2C websites, e-commerce platforms, digital products and environments, and marketing and media.

Key Points: 
  • CHICAGO, Nov. 18, 2021 /PRNewswire/ - Today, Envoy announced that Jeff Brecker has joined the connected customer experience consultancy, as managing director of its Chicago office.This appointment reflects the company's commitment to delivering best-in-class, digitally-led experiences for customers across six core practice areas including: brand and strategy, B2B and B2C websites, e-commerce platforms, digital products and environments, and marketing and media.
  • His depth of agency experience includes managing director responsibilities at R/GA Chicago, where he launched multiple new PepsiCo brands and spearheaded the global Brand AI practice.
  • As managing director, Brecker will be responsible for strengthening, optimizing and scaling Envoy Chicago's team of 25, which services clients' end-to-end needs across three pillars: brand innovation, digital transformation and growth acceleration.
  • Headquartered in Irvine, California, with offices in San Diego and Chicago, Envoy transforms experiences for clients such as T-Mobile, VIZIO, Arlo, Nike, and Diageo.

Bumped Hires Acorn's Exec, Babak Farrokh-Siar as Chief Revenue Officer to Drive Growth

Retrieved on: 
Tuesday, October 19, 2021

"I'm thrilled to welcome Babak Farrokh-Siar to the growing Bumped team," says David Nelsen, Bumped CEO & Founder.

Key Points: 
  • "I'm thrilled to welcome Babak Farrokh-Siar to the growing Bumped team," says David Nelsen, Bumped CEO & Founder.
  • Babak joins Bumped after more than half a decade leading national business development for Acorns.
  • During his time there, Babak partnered with companies like Chevron, Uber, and Cricket Wireless to collectively invest millions into customers' accounts.
  • I believe deeply in the product and mission to create an ownership economy," says Babak Farrokh-Siar, Bumped CRO.

Acorns Hires First Chief Investment Officer To Empower Customers To Evolve From Passive Investors to Active Participants

Retrieved on: 
Tuesday, October 12, 2021

Wunder started his investing career more than two decades ago at Morgan Stanley Investment Management focused on the technology sector.

Key Points: 
  • Wunder started his investing career more than two decades ago at Morgan Stanley Investment Management focused on the technology sector.
  • "We see a huge and novel opportunity to give our customers the ability to get more active while staying diversified," said Noah Kerner, CEO of Acorns.
  • He also plans to assume leadership of the management and operational responsibilities of Acorns' registered investment advisor and broker-dealer subsidiaries.
  • Wunder will also partner with Acorns Investment Committee, chaired by Christopher Jones, former Co-Head of Global Active Equities at BlackRock.