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CB Insights Wealth Tech Trends 2018 Briefing

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2018 Wealth Tech
Trends To Watch

SKU: CB Insights Wealth Tech Trends 2018 Briefing Categories: ,


What are we analysing in
Wealth Tech?
Included: Startups that offer technology-enabled tools
for active and passive wealth management for retail
investors and advisors.
Pain points they are addressing include:
• Digitising manual work flows & reporting
• Automating investment advisory & allocations
• Centralising client life cycle management and tools to
assess & forecast risks
Excluded: Personal expense management and
monitoring tools, tools specific to investment banks, and
high-frequency trading platforms

Additional information

Date of Publication


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