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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
4 June 2019

Huygens Capital: Tactical B2C Robo-Advisor

Huygens is a tactical robo-advisor and liquid alternative investment manager.
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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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Research and Analysis
19 February 2019

Polaris Portfolios: Visual Plug-and-play Wealth Management

Polaris Portfolios is an automated investment service helping individuals and their families receive fiduciary-driven investment advice and achieve their financial goals.
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Research and Analysis
11 December 2018

New Constructs: The Most Precise Valuation Based on AI-Powered Fundamental Analysis

New Constructs provides the stock research tools online (alerts, research, ratings and screeners, ETFs and mutual funds), powered by machine learning.
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Expert Interviews
28 November 2018

Roland Collins

CTO and Cofounder of InvestEdge

by INSART

WealthTech Insights #44 with Roland Collins: The Tech Horizon and its Impact on the FinTech World

Our series on experts and their insights into the world of FinTech continues with Roland Collins, cofounder and CTO of InvestEdge. Roland talked about what he sees brewing in FinTech,…
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Research and Analysis
25 September 2018

Alkanza: Customization, Gamification, and Behavioral Science

Alkanza is an investment advizory firm that offers an automated online investment service platform.
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Expert Interviews
5 July 2018

Lowell Putnam

Cofounder and CEO at Quovo

by INSART

WealthTech Insights #29 with Lowell Putnam: Automated Solutions Eliminate the Human Component

With Lowell Putnam, co-founder and CEO at Quovo, we discussed trends disrupting the wealth-management industry, peculiarities of working with FinTech startups and financial enterprises, and expectations about the industry’s future.
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Research and Analysis
21 June 2018

Quovo: More than Just a Data Aggregator

Quovo is a data platform providing insights and connectivity for millions of financial accounts across thousands of institutions.
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