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WealthTech Weekly May 27, 2022

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…

WealthTech Weekly May 20, 2022

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…

WealthTech Weekly May 13, 2022

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,…

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

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!

Ultimate Wealth Toolkit: Utilities for Financial Advising and Management

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…

Activist Investing Evolution: From Financial to Human Values

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…

Robo-Advisors: Will Human Financial Advice Survive Investment Automation?

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,…

Eric Poirier

CEO of Addepar

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,…

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.

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.