By Yana Troianska•
13 min to read•
Wealthtech, or wealth technology, is a subset of fintech that refers to using technology to enhance wealth management services and operations.
Consumer wealth management technology solutions include algorithmic trading platforms, robo-advisors, and online brokerages. B2B wealth software like CRM and wealth asset management systems can also streamline internal operations.
Here are the three wealth technologies that are shaping the wealth management space:
Adopting wealthtech comes with the following four key challenges:
Top wealth management fintech companies and wealthtech startups include:
Fill in the form to explore the services suited
to address your current business challenges.
CTO, Fooring Company
Former Director of Product
CTO, Legal Monkeys