Wealthtech

Advisor Upside

Microsoft Thinks AI Can Replace Wealth Managers. Advisors Say: Yeah, Right.

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The industry isn’t sweating the new research as clients largely prefer bespoke plans from actual humans.

2 min read

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Advisor Upside

Behind GeoWealth’s Latest $38M Funding Round

There is growing demand for private market allocations, especially among less wealthy clients who historically haven’t had access to them.

2 min read
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Advisor Upside

What iCapital’s $820M Funding Means for Private Markets

The firm said the funding will go toward acquisitions and tech innovation.

2 min read
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Advisor Upside

Wealthtech Booms as Ethic Lands $64M in Funding

The round was led by State Street Global Advisors and will go toward building out Ethic’s accounts and model portfolios.

1 min read

Advisor Upside

Ritholtz Execs Double Down on Fintech Startups

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CEO Josh Brown is investing in AI-powered lead generator FINNY, while director of research Michael Batnick is launching Exhibit A, a data visualization platform.

1 min read

Advisor Upside

Microsoft Thinks AI Will Upend Financial Advice. Advisors Say Not So Fast

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Can artificial intelligence reshape an industry that prides itself on building trusted relationships with clients?

2 min read

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Advisor Upside

TradePMR’s Robb Baldwin on Robinhood and the American Financial System

The future of American financial technology is being able to do transactions, trades, and payments in one spot, Baldwin said.

2 min read
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Analysis

Wall Street Does DeFi

New digital-asset funds from BlackRock and WisdomTree are bypassing traditional systems and issuing assets directly on the blockchain.

3 min read
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Advisor Upside

The Wealthtech That Quintupled Assets Year-Over-Year, Twice

New funding and growth have launched the digital investment advisor Farther’s valuation to more than half a billion dollars.

2 min read

Advisor Upside

Wealthtech Funding Heats Up With 2 Big Rounds

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Fintech’s Facet and Quartr raised a collective $41 million, highlighting robust enthusiasm for the industry.

1 min read

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