Wealthtech

Perspective on the tools and software that advisors use to power their businesses.

Advisor Upside

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

Photo via TradePMR

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

2 min read

Photo illustration by Connor Lin / The Daily Upside

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
Photo via Connor Lin / The Daily Upside

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
Photo via Connor Lin / The Daily Upside

Advisor Upside

Wealthtech Funding Heats Up With 2 Big Rounds

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

1 min read

Advisor Upside

Wealthtech Wave to Top $9.4B

Photo by Luke Peters via Unsplash

The wealthtech global market size is primed for continued growth as investors and advisors embrace AI and digital innovation.

2 min read

Advisor Upside

AI Assistants Are Taking Over Wall Street

Photo by Danielvfung via iStock

New AI assistants from Wall Street firms, like JPMorgan and Morgan Stanley, are projected to create billions of dollars in value.

2 min read

Advisor Upside

Social Media Is Making Advisors’ Jobs Harder

Photo by Camilo Jimenez via Unsplash

Digital media is having an impact on advisors and making it more difficult to provide financial advice.

1 min read