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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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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
3 June 2022

WealthTech Weekly June 3, 2022

by INSART

WealthTech Weekly June 3, 2022

Get in sync with bold moves, unexpected partnerships, and latest trends in Wealthtech. This week our spotlight is on Worldline, M1 Finance, iCapital, Fidelity, LevelField, AdvisorEngine, Pix, and data storage…
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Industry Overview
4 May 2022

Ultimate Wealth Toolkit: Utilities for Financial Advising and Management

by INSART

Ultimate Wealth Toolkit: Utilities for Financial Advising and Management

Explore our picks from the array of platforms and instruments for financial advising and wealth management. See what Fintech has on offer, find an app for yourself, or decide how…
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Industry Overview
5 April 2022

Activist Investing Evolution: From Financial to Human Values

by INSART

Activist Investing Evolution: From Financial to Human Values

Sustainability investing has been manifesting its growth in the recent years. One of the forms this trend takes is activist investing - redefined. We explore its journey from the beginning…
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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,…
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WealthTech Weekly
2 August 2021

WealthTech Weekly August 2, 2021

by INSART

WealthTech Weekly August 2, 2021

iCapital receives $4 billion valuation after latest fundraising round. AdvisorEngine hires Raj Madan as Chief Information Officer. All-in-one software provider, Advyzon, announces A Series of integrations with BNY Mellon’s pershing.
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WealthTech Weekly
26 July 2021

WealthTech Weekly July 26, 2021

by INSART

WealthTech Weekly July 26, 2021

Daloopa announced that it has closed $20 million in Series A financing to accelerate its AI-driven data extraction offerings for financial institutions. Vanguard, which has $7.9tn worth of assets under management,…
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WealthTech Weekly
19 July 2021

WealthTech Weekly July 19, 2021

by INSART

WealthTech Weekly July 19, 2021

Daloopa announced that it has closed $20 million in Series A financing to accelerate its AI-driven data extraction offerings for financial institutions. Vanguard, which has $7.9tn worth of assets under management,…
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WealthTech Weekly
12 July 2021

WealthTech Weekly July 12, 2021

by INSART

WealthTech Weekly July 12, 2021

Douglas Elliman Introduces New Industry Leading Agent Portal Built on the INVENT Cloud-Native Platform. Advisor Group adds Kimmell from RBC to Head Business Development. AssetMark closes on the acquisition of Voyant. LifeYield connects…
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