Bill Hortz's picture

Tuesday, May 23 at 1 PM ET CBInsights webinar:

Fintech companies disrupting wealth management set a record with 74 deals worth $657M in 2016. Recent highlights include a $100M mega-round to Betterment and $110M investment to Robinhood, making it the first wealth tech unicorn at a $1.3B valuation. 

These wealth tech companies are offering investors alternatives to traditional wealth management firms and leveraging technology to advance the investment and wealth management profession.

Topics to be discussed:

  • What market trends are enabling the rise of wealth tech companies
  • Which areas of wealth tech are seeing the most activity
  • Spotlight on robo-advisor investment trends
  • How incumbent wealth management firms are fighting back
  • What’s ahead for the future of wealth tech

Click here for FREE registration to CBInsights webinar.

 

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