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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
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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Press Releases
23 June 2020

New Proprietary Strategies Aimed At Fight Against Pandemic and Inflation

by INSART

New Proprietary Strategies Aimed At Fight Against Pandemic and Inflation

Orion Advisor Solutions, the premier provider of financial advisor technology and enhanced investment solutions, announces the creation of two market-relevant, thematic stock and direct indexing strategies, U.S. Biotechnology and U.S.…
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Research and Analysis
10 September 2019

Cboe Global Markets: More Options, More Opportunities

Cboe Global Markets, Inc. (Cboe) is a global exchange operator that drive the global marketplace forward through product innovation, leading edge technology and seamless trading solutions.
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Research and Analysis
30 May 2019

OpenInvest: Perfecting Impact Investing

OpenInvest is a Public Benefit Corporation (PBC) dedicated to using technology to bring honesty and transparency to financial services.
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Expert Interviews
25 April 2019

Richard Hamm

Founder of Bristol Gate Capital Partners

by INSART

WealthTech Insights #58 with Richard Hamm. How Machine Learning is Changing the Way We Invest

With Richard Hamm, founder of Bristol Gate Capital Partners, we discuss how artificial intelligence is disrupting the finance industry, what are the benefits of empirical advice, and how machines empower…
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Research and Analysis
28 March 2019

Bristol Gate Capital Partners: Merging Data Science and Fundamental Analysis

Bristol Gate uses machine learning in combination with fundamental analysis to construct high dividend growth portfolios.
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Expert Interviews
7 February 2019

Tom White

CEO at iQuantifi

by INSART

WealthTech Insights #50 with Tom White. Investment isn’t Cash; or, How Focusing on Goals Fosters Investors’ Loyalty

How can WealthTech companies win the loyalty of investors? Tom White, CEO at iQuantifi, believes that keeping the focus on goals and education is now the best way wealth management…
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Expert Interviews
5 February 2019

Matt Reiner

CEO at Wela

by INSART

WealthTech Insights #49 with Matt Reiner: Utilizing Emotion Power That Drives Investment Decisions

The passive investment market is facing reduction and fee compression, while its players are being forced to add more value on top of their service. Meanwhile, innovators are finding underestimated…
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Research and Analysis
22 January 2019

55ip: Intelligent, Custom, Automated Investment Strategies

55ip provides a white label, brandable investment strategy engine revolutionizing wealth management.
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