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Industry Overview
20 June 2022

Wealthtech Beyond 2022: What Industry Trends Should You Follow?

by INSART

Wealthtech Beyond 2022: What Industry Trends Should You Follow?

Some things never change, but some things are Fintech and nothing can hold them. While the wealth management segment has a long and heavy plume of tradition and a reputation…
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Research and Analysis
11 June 2020

The Tesla of Planning: NewRetirement

NewRetirement develops a retirement planning tool offering a combination of automated financial and retirement planning services.
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Research and Analysis
24 January 2019

Ignition Advice: Australian Robo-Advisor is Going Global

Ignition Advice is a robo-advice specialist providing digital advice solutions in Australia and Europe.
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Research and Analysis
20 December 2018

tastytrade and tastyworks: Be the Master of Your Fate With DIY Investing

tastyworks is a brokerage company providing an online trading platform that enables users to make investments in options, stocks, futures, and ETFs.
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Research and Analysis
18 October 2018

Blooom: The Easiest Way to Build a 401k

Blooom is a financial technology firm that offers investment advice and portfolio management services through a web application.
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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.
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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…
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