An analysis of investment trends in the wealth tech space across robo-advisors, digital brokerages, portfolio management, investing tools, and more.
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We look at the latest trends in the wealth tech space.
While wealth tech deals and financing slowed in 2019, funding to robo-advisors and digital brokerages took off. Other categories gained notable attention: ESG investing, personal finance & savings, and investing in alternative asset classes like retail and infrastructure. Additionally, wealth tech companies are diversifying their product offerings by including more banking features.
