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.