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Investment Trends in Wealth Tech

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.


  • 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

GET THE WEBINAR

Led by CB Insights Analyst Lindsay Davis

WHAT ATTENDEES ARE SAYING

Lindsay Davis is a tech industry analyst at CB Insights covering financial services, regulation, and human resources tech sectors. Prior to joining CB Insights, she was an auditor at the Depository Trust and Clearing Corporation, most recently responsible for assurance and advisory over the Enterprise Risk Management department including vendor, operations, credit, market, and liquidity risk.


Lindsay is a graduate of the University of Florida, and resides in New York. Her work has been cited in Thomson Reuters and more.

WEBINAR PANELISTS

Lindsay Davis

Research Analyst    @lcdavis1225

Join CB Insights for an exclusive gathering of the world's largest financial institutions, best fintech startups, and most active venture investors.


JUNE 26-28 | NYC

ABOUT CB INSIGHTS

Our team comes to work every day to build technology that helps corporations guess less and win more.


We aggregate and analyze massive amounts of data and use machine learning, algorithms and data visualization to help corporations replace the three Gs (Google searches, gut instinct and guys with MBAs) so they can answer massive strategic questions using probability not punditry.


Questions Like:

Which disruptive companies should we worry about?

Which emerging trends could kill us?

What new markets should we enter?

What is our competitor's strategy?

Who should we acquire?

Who should we invest in?

Who is our next customer?

Who are the S&P 500 of tomorrow?

With backing from the National Science Foundation and venture capital investors, we mine terabytes of data and knowledge contained in patents, venture capital financings, M&A transactions, hiring, startup and investor websites, news sentiment, social media chatter, hiring activity, and more. 


Our software algorithmically analyzes this data to help our clients see where the world is going tomorrow, today.