From robo advisors-as-a-service to blockchain integration, these startups are helping traditional advisors stay competitive in a changing investment environment.
The investment landscape has changed dramatically in the last decade with the rise of retail investment platforms allowing individuals to control their own portfolios. These apps offer consumers a cheaper, faster, and more hands-on experience — and completely bypass institutional investors.
To continue competing in this modern landscape, traditional advisors are turning to technology solutions to streamline and scale manual processes, as well as expand offerings. iCapital Network, for example, provides access to alternative investments through a solution that connects into existing advisory practices. ForwardLane offers an AI-powered platform for investment managers that automates data analytics by organizing unstructured data and deriving actionable insights.
Using CB Insights data, we identified 89 companies providing B2B tech solutions to improve wealth managers and financial advisors’ offerings.