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Chronicles

The story behind the story

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The US CFPB orders online payday lender LendUp to shutter lending operations after finding it repeatedly lied to and illegally cheated its customers

it has been a long time coming. In other news, anyone looking to buy my shares of LendUp? Rohit Chopra / @chopracfpb : We will be working to provide redress to borrowers cheated by @LendUpCredit through the @CFPB's victims' relief fund. Alex Benjamin / @alexbenjamin__ : @NikMilanovic That's too bad . I remember working with them when they were just getting started . The mission was great in a space that needed to be re invented ... suprised to see it end up this way Nik / @nikmilanovic : Damn this has been a long downward slide https://www.americanbanker.com/ ... Ben Sandofsky / @sandofsky : California has shut down LendUp, a payday lending company with $361 Million in funding from Y Combinator, a16z, and more. Whether it's gig work or loans, it's weird how often “disruption” just means, “Ignore laws that protect the poor.” https://www.consumerfinance.gov/ ... Jason Mikula / @mikulaja : “The order would also impose a $100,000 civil money penalty based on LendUp's demonstrated inability to pay.” aka the company is completely broke. Rohit Chopra / @chopracfpb : But @LendUpCredit turned out to be a repeat offender that harmed consumers again and again, even after multiple CFPB enforcement actions in 2016, 2020, and 2021, including misconduct targeted at members of the military. https://www.consumerfinance.gov/ ... Avi Asher-Schapiro / @aaschapiro : Has the CFPB ever called out VC firms like this before? Striking statement from @chopracfpb: “LendUp was backed by some of the biggest names in VC...we are shuttering the lending operations...for repeatedly lying & illegally cheating its customers.” https://www.consumerfinance.gov/ ... @dancharvey : CFPB blasts VCs in ordering LendUp to stop lending https://www.protocol.com/... https://twitter.com/... Parker / @pt : @hunterwalk @bizcarson Wait until we see crypto crackdowns. 😬 Matt Stoller / @matthewstoller : Google and don't do evil... zzzzz https://twitter.com/...

Reuters Katanga Johnson

Context & Ripple Effects

LendUp's end was five years in the making. Months after raising a $150M Series B in early 2016 and launching its own credit card, the company took a $6.3M refund-and-penalty order for deceptive practices, then split the lending and card businesses apart in 2018 as enforcement continued through 2020 and 2021.

Today's order is the terminus: the CFPB found the lender repeatedly lied to and cheated customers, imposed only a $100,000 penalty because of LendUp's demonstrated inability to pay, and said it will route redress through the agency's victims' relief fund — while publicly criticizing the venture firms that backed the company. Roughly $361 million from investors including Y Combinator and Andreessen Horowitz is now tied up in an ordered shutdown.

First-order effects

  • LendUp's lending operations must close, cutting off its online payday product for existing customers, who are owed redress via the CFPB's victims' relief fund rather than direct repayment by a solvent company.
  • Investors holding stakes in the roughly $361M raised — including Y Combinator and Andreessen Horowitz — face near-total loss on the lending business, and the CFPB has named them publicly as backers of a repeat offender.

Second-order effects

  • Fintech VCs face sharper diligence questions about compliance track records before funding 're-invented' lending startups, since the regulator has explicitly blamed the backers and not just the company.
  • The 2018 corporate split now looks like insulation for the credit card arm: separating it from the lending operations may determine what, if anything, survives outside the shuttered business.

Third-order effects

  • If the pattern holds — enforcement in 2016, 2020, 2021, then an operational death sentence — repeat-deception fintech lenders shift from paying fines as a cost of doing business to losing the license to operate at all, and investor reputational exposure becomes part of the penalty structure.

The trend: Regulators are escalating from fines against repeat-offender consumer lenders to forced shutdowns, and extending accountability upstream to the venture capital that funded them.

Discussion

  • @chopracfpb Rohit Chopra on x
    The @CFPB is shuttering the lending operations of @LendUpCredit for repeatedly lying to and illegally cheating its customers. It was a darling of the venture capital world that attracted investment from @Google Ventures, @a16z, @kleinerperkins, and others. https://www.consumerfin…
  • @nikmilanovic Nik on x
    Damn this has been a long downward slide https://www.americanbanker.com/ ...
  • @sandofsky Ben Sandofsky on x
    California has shut down LendUp, a payday lending company with $361 Million in funding from Y Combinator, a16z, and more. Whether it's gig work or loans, it's weird how often “disruption” just means, “Ignore laws that protect the poor.” https://www.consumerfinance.gov/ ...
  • @chiefofstuffs Karl Yang on x
    this press release about lending practices is weirdly obsessed with VCs https://www.consumerfinance.gov/ ... https://twitter.com/...
  • @kleebeard @kleebeard on x
    LendUp had underwritten $2B+ across 6.5 million consumer loans as of 2020 https://twitter.com/...
  • @vinistic @vinistic on x
    Very interesting to see VCs being called out (and tagged!) in this announcement. https://twitter.com/...
  • @sameerchishty Sameer on x
    Predatory lending in digital clothing is still predatory lending. Hopefully a sign of more watchful FinTech regulators. https://www.techmeme.com/...
  • @ellenychang @ellenychang on x
    .@CFPB shutters LendUp that was backed by Google Ventures, Andreessen Horwitz, Kleiner Perkins and other VCs. https://files.consumerfinance.gov/ ...
  • @helaineolen Helaine Olen on x
    Apparently part of the @LendUpCredit scam was to falsely claim they would give their customers a break if they took financial literacy classes online. Of course, of course. https://twitter.com/...
  • @aaschapiro Avi Asher-Schapiro on x
    Has the CFPB ever called out VC firms like this before? Striking statement from @chopracfpb: “LendUp was backed by some of the biggest names in VC...we are shuttering the lending operations...for repeatedly lying & illegally cheating its customers.” https://www.consumerfinance.go…
  • @thorntonmcenery Thornton McEnery on x
    CFPB chief taking shots at Sand Hill Road and naming names on the twitter. This is...fun. https://twitter.com/...
  • @protocol @protocol on x
    The director of the CFPB blasted the VCs who backed LendUp as his agency ordered the fintech to stop making loans. The company will carry on with a neobank operation, Ahead Financials, a spokesperson said. https://www.protocol.com/...
  • @cajunbanker Richard Hunt on x
    UNPRECEDENTED: @CFPB shuts down a fintech-LendUp-for harming consumers. CBA has long warned about the threat posed by fintechs w/out federal oversight & urged @CFPB to ensure these “banks” uphold the same safety/soundness & consumer protections as America's well-regulated banks. …
  • @plainsite @plainsite on x
    Rohit Chopra may be the only regulator in the country who understands that corporations do not have the divine right to exist in perpetuity, especially after committing fraud. https://twitter.com/...
  • @martymadrid @martymadrid on x
    Wow, didn't realize how predatory LendUp was ... and, since 2016 too! https://www.consumerfinance.gov/ ...
  • @consumeraction Consumer Action on x
    Thanks for protecting consumer @CFPB! Some #fintech purveyors are so busy deploying the next new thing that they don't bother to check if they are operating within the law.... https://twitter.com/...
  • @mikulaja Jason Mikula on x
    @ted_gives ... Most certainly did — it has been a long time coming. In other news, anyone looking to buy my shares of LendUp?
  • @chopracfpb Rohit Chopra on x
    We will be working to provide redress to borrowers cheated by @LendUpCredit through the @CFPB's victims' relief fund.
  • @alexbenjamin__ Alex Benjamin on x
    @NikMilanovic That's too bad . I remember working with them when they were just getting started . The mission was great in a space that needed to be re invented ... suprised to see it end up this way
  • @janaedoes @janaedoes on x
    Per LinkedIn, this LendUp company has 43 employees (but not everyone in the world has LI, I know) And they still had the volume such that they have to provide $40M of remedies to affected consumers, just based on finance charges!
  • @chopracfpb Rohit Chopra on x
    But @LendUpCredit turned out to be a repeat offender that harmed consumers again and again, even after multiple CFPB enforcement actions in 2016, 2020, and 2021, including misconduct targeted at members of the military. https://www.consumerfinance.gov/ ...
  • @reuterslegal @reuterslegal on x
    The Consumer Financial Protection Bureau said it ordered LendUp Loans to pay a $100,000 penalty, halt issuing new loans and stop collecting on certain outstanding ones after repeated deceptive marketing and other fair-lending violations https://www.reuters.com/... https://twitter…
  • @mikulaja Jason Mikula on x
    “The order would also impose a $100,000 civil money penalty based on LendUp's demonstrated inability to pay.” aka the company is completely broke.
  • @dancharvey @dancharvey on x
    CFPB blasts VCs in ordering LendUp to stop lending https://www.protocol.com/... https://twitter.com/...
  • @pt Parker on x
    @hunterwalk @bizcarson Wait until we see crypto crackdowns. 😬
  • @matthewstoller Matt Stoller on x
    Google and don't do evil... zzzzz https://twitter.com/...