fbpx
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…
> Read News
Industry Overview
31 March 2022

Robo-Advisors: Will Human Financial Advice Survive Investment Automation?

by INSART

Robo-Advisors: Will Human Financial Advice Survive Investment Automation?

Self-guided online services have been managing human wealth for almost 15 years. Launched the same year that crypto was created, robo-advisors managed to cement their presence in the Fintech market,…
> Read Article
Research and Analysis
3 September 2019

BNP Paribas Asset Management: Leveraging the Banking Ecosystem with WealthTech Solutions

BNP Paribas Asset Management is the investment management arm of BNP Paribas, one of the world’s major financial institutions.
> Read Research
Research and Analysis
6 August 2019

YCharts: Data Research Platform for the Modern Advisor

YCharts is a financial software company providing investment research tools including stock charts, stock ratings and economic indicators.
> Read Research
Research and Analysis
16 November 2017

DriveWealth: Investing in US Securities from All Around the World

DriveWealth offers a SaaS platform and APIs to provide the US stock access to investors worldwide.
> Read Research
Research and Analysis
12 September 2017

AdvisorEngine: A Unique B2B WealthTech Solution Created with Advisor Growth in Mind

AdvisorEngine is a trailblazer that created a unique offering, infusing a white-label digital B2B solution for financial institutions with lots of integrations and impressive API abilities.
> Read Research
Industry Overview
19 July 2017

B2C and B2B Robo-Advisory: Human Touch Is Still Required, but Not for Everyone

by INSART

B2C and B2B Robo-Advisory: Human Touch Is Still Required, but Not for Everyone

Here, we present a cherry-picked list of companies that have created B2C and B2B platforms that are disrupting the modern WealthTech industry. At lower cost, B2C platforms offer discretionary ETF-based…
> Read Article