Fintech Blueprint 🤖🏦🧭 | Lex Sokolin | Substack

Digital Wealth 💸

The wealthtech and roboadvisor newsletter about retail, advisor and institutional platforms.

Dear readers of Digital Wealth Week — We are thrilled to welcome you to the Fintech Blueprint community! Our commitment continues to be to bring you the…

Nov 5, 2021

New Top Community

The startup is now in direct competition with alts tech incumbent iCapital, which services 1,300+ RIAs

Sep 22

Dear readers of Digital Wealth Week — We are thrilled to welcome you to the Fintech Blueprint community! Our commitment continues to be to bring you the…

Nov 5, 2021

Arta raised $90MM, Personal Capital sold for up to $1B

Dec 1

Condor Capital's Robo report surveyed performance across 30+ roboadvisors.

Nov 24

Family offices waste 20-40% of working hours on processes because of inadequate software

Nov 17

Envestnet surpassed analyst expectations for its Q3FY2022 earnings and announced that it would enter the RIA custody business with FNZ next year.

Nov 10

Also discount brokerage eToro has acquired portfolio management provider Bullsheet

Nov 3

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