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Lüt Announces Strategic Partnership with Safe Harbor to Expand Access to Compliant Closed-Loop Payments for Cannabis and Specialty Merchants Figure Partners with moomoo and Keplr to Expand Global Access to the On-chain Public Equity Network (OPEN) OneDome Raises $25M Pre-Series C, Bringing Total Funding to $40M intelliflo and Söderberg & Partners Form Strategic Partnership to Drive Adviser Efficiency ComplyAdvantage Fintea Chats: Lucy Heavens on Compliance, Technology and the Future Chargebase Launches to Help Merchants Cut Chargebacks and Give Easy Access to Verifi and Ethoca Alerts APEXX Global Announces $10 Million Investment from Finch Capital to Accelerate Global Growth Pluto Finance appoints Carl Bowcher as lending director Clearwater Analytics and TreasurySpring Announce Platform Integration for Fixed-Term Cash Management ING: AI Will Redefine Banking Careers ANZ Launches Agentic AI-Powered CRM to Transform Business Banking Zip US Expands Flexible Payment Options with Launch of Pay in 2 Bain & Company Acquires JJC Fintech to Enhance CLM, KYC, and AML Offerings for Financial Services Clients NatWest Plans to Grow Accelerator Community to 50,000 Members Across the UK in 2026 Amplify Credit Union Partners with MANTL to Modernize Business and Retail Account Opening

Home » Ep. 170. Understanding Wealth: the Best Asset of Asset Managers

January 22 2018

Ep. 170. Understanding Wealth: the Best Asset of Asset Managers

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We bring you the second part of our special wealth series, as we concentrate on asset management trends and how 2018 will impact the investments market. First, our panel discuss how evolving demands from varying types of customer in the asset management industry are challenging legacy ideas. How does millennial inheritance impact their thinking? And do longer life spans require asset managers to explore different avenues to meet customer needs?

Next we move on to discuss the value chain, more specifically distribution, portfolio & management risk, middle & back office and finally 3’rd parties.

Please note, we do not produce Fintech Insider, we merely are fans and repost it!

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Lüt Announces Strategic Partnership with Safe Harbor to Expand Access to Compliant Closed-Loop Payments for Cannabis and Specialty Merchants

News

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Figure Partners with moomoo and Keplr to Expand Global Access to the On-chain Public Equity Network (OPEN)

Crypto

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OneDome Raises $25M Pre-Series C, Bringing Total Funding to $40M

Funding

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intelliflo and Söderberg & Partners Form Strategic Partnership to Drive Adviser Efficiency

Fintech

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ComplyAdvantage Fintea Chats: Lucy Heavens on Compliance, Technology and the Future

ComplyAdvantage Fintea Chats

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Sumsub releases For Fake’s Sake, a free tool to detect synthetic fraud

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Fintech Insider: 485. News: Stripe Capital – Should everyone in B2B lending just give up?

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Fintech Insider: 407. News: Robinhood’s major outage; BCR backlash builds

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400. Insights: Love and partnerships in fintech

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399. Will Goldman Sachs and Amazon conquer the SMB space?

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398. Insights: Will Brexit break UK fintech?

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397. News: Is N26 challenging the US banks?

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Lüt partners with Safe Harbor to expand compliant closed-loop payments for cannabis and specialty merchants, featuring Michael Andrud and Ean Mullins.

Lüt Announces Strategic Partnership with Safe Harbor to Expand Access to Compliant Closed-Loop Payments for Cannabis and Specialty Merchants

Lüt, a new financial ecosystem built for accessibility, reliability and growth with a first-of-its-kind closed-loop digital payments platform for cannabis and other high-risk industries, has announced its new partnership with leading financial services provider Safe Harbor to address one of the cannabis industry’s most persistent challenges: compliant and reliable payments. Through the collaboration, Lüt becomes a Safe Harbor Advantage Partner in closed-loop payment, expanding access to compliant, guaranteed-funds digital payments for cannabis and specialty merchants.

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Figure expands On-Chain Public Equity Network with moomoo and Keplr integrations, featuring Neil McDonald, Josh Lee, and Mike Cagney driving blockchain-based equity trading.

Figure Partners with moomoo and Keplr to Expand Global Access to the On-chain Public Equity Network (OPEN)

Figure is expanding investor access to the On-Chain Public Equity Network (OPEN) through new integrations with moomoo and Keplr, extending the distribution of blockchain-native public equities across both regulated brokerage platforms and self-custody wallets. OPEN allows companies to issue their equity native on blockchain and enables investors worldwide to invest in U.S. public equities while accessing decentralized finance (DeFi) for borrowing against and lending out stock.

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OneDome raises $25 million Pre-Series C funding led by existing investors and Channel 4 Ventures, with CEO Babek Ismayil driving UK fintech and housing platform growth.

OneDome Raises $25M Pre-Series C, Bringing Total Funding to $40M

OneDome, the UK-based housing and fintech platform, has raised $25 million in a Pre-Series C funding round, taking total funding raised to date to $40 million.

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intelliflo partners with Söderberg & Partners as Nick Eatock and Walter Nunez Ovtcharenko announce integrated advisory technology platform.

intelliflo and Söderberg & Partners Form Strategic Partnership to Drive Adviser Efficiency

intelliflo and Söderberg & Partners today announced a new strategic partnership designed to deliver greater efficiency, smarter workflows and an enhanced technology experience for financial advice firms.

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ComplyAdvantage Fintea Chats: Lucy Heavens on Compliance, Technology and the Future

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WHY THIS MATTERS: Chargebacks have become one of the most damaging—and often overlooked—risks for high-growth e-commerce and SaaS businesses. Beyond lost revenue and fees, elevated dispute ratios can threaten merchant accounts and restrict access to payment processing altogether. As digital commerce scales, manual dispute handling and fragmented alert access are no longer viable. This launch reflects a broader shift toward prevention-first payment operations, where disputes are intercepted before they escalate. Simplifying access to networks like Verifi and Ethoca, while automating resolution workflows, lowers the barrier for merchants to protect revenue and maintain healthy processing relationships. In an environment where margins are tight, chargeback prevention is increasingly a core component of payments infrastructure. Chargebase, a new chargeback-prevention platform built for high-growth e-commerce and SaaS businesses, today announces its official launch. Designed to solve an expensive and existential problem for merchants – chargebacks – Chargebase gives companies instant access to Verifi and Ethoca alerts in a single, easy-to-use platform with automated workflows and transparent pricing. Chargebacks have long been a persistent cost factor for merchants. When a customer disputes a payment, businesses not only lose the transaction amount, but also the product, fulfillment costs, and chargeback fees, while risking damage to their merchant account standing. “Verifi and Ethoca alerts are highly effective in letting you refund a transaction before it becomes a chargeback. But accessing them traditionally meant dealing with multiple vendors, complex integrations, and paying premium fees. Chargebase was built to fix this, with the idea to make chargeback prevention accessible to everyone.” Serhii Zubakhin, Client Partner at Chargebase Chargeback Prevention Accessible to Every Merchant Chargebase offers a simple, unified way for merchants to prevent disputes before they turn into chargebacks. Through real-time alerts triggered the moment a customer initiates a dispute with their bank, merchants can issue a quick refund and avoid a costly chargeback entirely. With Chargebase, merchants can: Reduce chargebacks Protect merchant accounts from exceeding the 0.9–1% chargeback threshold Eliminate manual dispute workflows, reducing operational overhead Scale confidently, without fear of losing payment processing due to chargeback ratios A Platform Built for Speed and Automation Unlike traditional providers that simply relay alerts, Chargebase automates the alert-resolution process end-to-end. The platform matches alerts to orders, handles backend communication with Verifi and Ethoca, and reduces the manual steps merchants normally have to take. Key differentiators include: Automation-first architecture that minimizes manual processing Unified access to both Verifi and Ethoca networks in one platform Flexible configuration – custom workflows, notification preferences, and integrations shaped around each merchant’s operations Transparent pricing accessible to startups, mid-market, and scaling brands Flexible Pricing Designed for Growth Chargebase uses a simple, transparent pay-per-alert model that ensures merchants only pay when the platform actually helps them avoid or resolve a dispute. Plans depend on the network, with no setup fees, monthly minimums, or long-term commitments. Importantly, merchants are charged only for valid alerts – double alerts and false alerts are never billed. This structure makes enterprise-grade chargeback prevention accessible to startups and scaling businesses alike, without the heavy upfront costs or opaque pricing. Availability Chargebase is now available to merchants of all sizes. The platform already supports over 20,000 merchants. FF NEWS TAKE: Chargebase is addressing a real pain point with a streamlined, automation-led approach. The key test will be whether simplicity and transparent pricing can drive adoption beyond enterprise merchants. Watch for growing emphasis on preventative payments tooling as businesses prioritise resilience alongside growth.

Chargebase Launches to Help Merchants Cut Chargebacks and Give Easy Access to Verifi and Ethoca Alerts

Chargebase, a new chargeback-prevention platform built for high-growth e-commerce and SaaS businesses, today announces its official launch. Designed to solve an expensive and existential problem for merchants – chargebacks – Chargebase gives companies instant access to Verifi and Ethoca alerts in a single, easy-to-use platform with automated workflows and transparent pricing.

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APEXX Global secures up to $10 million investment from Finch Capital with Radboud Vlaar joining as Chairman, as CEO Peter Keenan scales its payment orchestration platform.

APEXX Global Announces $10 Million Investment from Finch Capital to Accelerate Global Growth

APEXX Global, the leading merchant-centric Payment Orchestration Platform, today announced a strategic investment of up to $10 million USD led by Finch Capital, a European growth investor with deep expertise in payments and scaling financial technology players internationally.