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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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WealthTech Weekly
13 May 2022

WealthTech Weekly May 13, 2022

by INSART

WealthTech Weekly May 13, 2022

Welcome to the news highlights of the last few weeks. Let’s get in sync with the WealthTech world. What happened this week: Solidus Labs welcomes $45M, Thoma Bravo eyes Temenos,…
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Industry Overview
11 May 2022

Must Visit: 9 Tech Events to Attend in May and June

by INSART

Must Visit: 9 Tech Events to Attend in May and June

Lots of event opportunities are waiting this June and May for Fintech leaders hungry for networking and knowledge sharing. Choose your huddle and pin the date!
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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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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
12 May 2021

Bambu: Building a Startup Is Like Being Thrown out of a Plane Without a Parachute

Bambu develops digital wealth management solutions for financial institutions that help their users save and invest for the future.
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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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