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Research and Analysis
12 May 2021

Bambu: Building a Startup Is Like Being Thrown out of a Plane Without a Parachute

Bambu develops digital wealth management solutions for financial institutions that help their users save and invest for the future.
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Research and Analysis
6 May 2021

d1g1t: Financial Advisors Continue to Be Irreplaceable

d1g1t provides an enterprise wealth management platform powered by institutional-grade analytics & risk management tools that enables firms to elevate the quality of advice & demonstrate its value to clients.
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Research and Analysis
27 April 2021

ForwardLane: Innovators and Investors Have an Acute Interest in Technologies

ForwardLane is a B2B cognitive finance company that builds enterprise-scale strategic AI solutions for private wealth management, asset management and insurance.
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Research and Analysis
20 April 2021

Skience: The Industry Is Rapidly Transforming

Skience delivers innovative digital strategies and solutions that transform businesses.
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Research and Analysis
13 April 2021

Kingswood U.S.: The Script Has Flipped – Advisors Ask to Offer More Varied Investment Strategies

A network of wealth management firms that oversees more than $2.1 billion in client assets.
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Research and Analysis
6 April 2021

PPRO: Performance and Quality Isn’t Talked About Enough

PPRO is a specialist for Alternative Payment Methods focused on supporting PSPs globally.
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Research and Analysis
23 March 2021

MOBILEMONEY: We Enter a Self-Service Cashless Society

MOBILEMONEY is one of the largest privately held ATM companies in the US, with 20+ years of historical success and integrity.
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Research and Analysis
16 March 2021

Forms Logic: True Innovations Provide “Plug and Play” Solutions

Forms Logic is a cloud-based system for companies looking to integrate single data entry through multiple forms.
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Research and Analysis
9 February 2021

280 CapMarkets: The Best Bond Prices Marketplace

280 CapMarkets is an innovation driven fixed income technology marketplace providing best execution support and price transparency to advisors, institutions and issuers.
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Research and Analysis
22 December 2020

benjamin: AI Matters Because One Size Doesn’t Fit All

benjamin helps advisors regain control of their time by streamlining processes and automating a myriad of time-consuming, yet imperative tasks so they can focus on what's truly important: their clients.
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