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WealthTech Weekly
8 July 2022

WealthTech Weekly July 8, 2022

by INSART

WealthTech Weekly July 8, 2022

Welcome to the news highlights of the week. Sadly, this will be our last dispatch at WealthTech Club. However, we don’t say goodbye — you can follow us on our…
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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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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…
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WealthTech Weekly
20 May 2022

WealthTech Weekly May 20, 2022

by INSART

WealthTech Weekly May 20, 2022

What happened: Mastercard blessed card owners with “smile to pay” payment option, Current kicked off a platform for embedding finserve solutions, Amount and LendIt Fintech research results highlighted tight competition…
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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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Expert Interviews
10 June 2021

Eric Poirier

CEO of Addepar

by INSART

4 Questions with Eric Poirier, CEO of Addepar

Addepar is a wealth management platform for investment advisors specializing in data aggregation, analytics, and portfolio reporting. It is the financial operating system used to bring common sense and ethical,…
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Research and Analysis
6 May 2021

d1g1t: Financial Advisors Continue to Be Irreplaceable

d1g1t provides an enterprise wealth management platform powered by institutional-grade analytics & risk management tools that enables firms to elevate the quality of advice & demonstrate its value to clients.
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Press Releases
29 April 2021

CogniCor Launches New AI-Powered Digital Assistants To Accelerate Productivity For Wealth Management Firms And Financial Advisors

by INSART

CogniCor Launches New AI-Powered Digital Assistants To Accelerate Productivity For Wealth Management Firms And Financial Advisors

CogniCor, the provider of artificial intelligence-powered digital assistants for the wealth management industry, today announced the launch of three new digital assistant modules.
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