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WealthTech Weekly
10 June 2022

WealthTech Weekly June 10, 2022

by INSART

WealthTech Weekly June 10, 2022

What’s going on: Wealthtech Lumiant nets $3M, Photon Commerce inks a collaboration with Identifee, Monty Finance entrenches in all European markets, Rauva aims for 20M users in the Mediterranean, Stuart…
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WealthTech Weekly
27 May 2022

WealthTech Weekly May 27, 2022

by INSART

WealthTech Weekly May 27, 2022

What happened: Klarna announced a 10% layoff due to market challenges, Saphyre added 38 new AI patents, Revolut Business launched a new suit for better team spending management, Fluid Attacks…
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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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Industry Overview
25 June 2020

Empowering Financial Advisors with AI and Integrations

by INSART

Empowering Financial Advisors with AI and Integrations

AI-driven technology allows advisors to have better insights into client data, cope with unsure markets, maximize their productivity, and attract a new breed of tech-savvy clients. With April Rudin, Lex…
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Industry Overview
7 April 2020

WealthTech Digital Communication Tools Overview

by INSART

WealthTech Digital Communication Tools Overview

Marketing efforts these days will have a significant impact on their decisions. Find the information about the top digital communication tools for the wealth management space.
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Industry Overview
3 March 2020

Integrations and AI Help WealthTechs Save Advisors’ Time

by INSART

Integrations and AI Help WealthTechs Save Advisors’ Time

In the article, we discuss two most popular topics at this year’s Technology Tools for Today (T3) conference, integrations and saving advisors’ time. WealthTech companies should think about how technology…
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Expert Interviews
10 December 2019

Davyde Wachell

Founder and CEO of Responsive AI

by INSART

WealthTech Insights #76 with Davyde Wachell. How You Spend Your Money Is How You Spend Your Time: A Holistic Way…

The future of wealth management is in providing truly customized and powerful advice. Davyde Wachell, founder and CEO of Responsive AI, an AI-powered financial platform, believes that only high-profile financial…
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Research and Analysis
24 September 2019

Responsive AI: A Holistic Framework with Human-Centric AI

Responsive AI is the only enterprise wealth solution focused on machine intelligence enhanced human advice.
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Research and Analysis
5 September 2019

HiddenLevers: Business Intelligence That Keeps Risk under Control

HiddenLevers is a portfolio stress testing platform for financial advisors worldwide.
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Expert Interviews
30 July 2019

Robert Kirk

Founder & CEO of InterGen Data, Inc.

by INSART

WealthTech Insights #69 with Robert Kirk. Use Cases for AI Data Analysis: Marketing and Early Warning of Life Events

With Robert Kirk, Founder & CEO of InterGen Data, we discuss whether AI can help advisors more accurately predict a life event and generate better marketing to drive more onboarding…
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