Fintech Blueprint 🤖🏦🧭

Fintech Blueprint 🤖🏦🧭

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Digital Wealth: Retirement platform Smart raises $95MM for payroll-roboadvisor integration
Smart is used by 70K+ employers and helped 1M+ individuals in retirement planning through their integration of payroll and investment systems
 • 
Farhad Huseynli
, 
Lex Sokolin
, and 
Danny Marques
1
Digital Wealth: Orion, a $3T+ wealthtech platform, integrates ChatGPT for advisors
We are at the beginning of AI in human financial advice
 • 
Farhad Huseynli
 and 
Danny Marques
Digital Wealth: AI wealthtech Range gets $12MM to replace human advisors with neural nets
Range's master plan involves temporarily using human financial advisors to leverage their knowledge to train AI models that will eventually replace…
 • 
Farhad Huseynli
 and 
Danny Marques

April 2023

Digital Wealth: $900B AUM DWS and Galaxy Digital to launch crypto ETPs
Galaxy's asset management unit is split between Fund Management, which has $2.4B in AUM and offers crypto and blockchain exposure, and Galaxy…
 • 
Farhad Huseynli
 and 
Danny Marques
2
Digital Wealth: RIA custodian Altruist raises $112MM to battle Schwab and Fidelity
By acquiring advisory services firm SSG, Altruist has created a 3,300-plus RIA firm, now ranked third in the number of RIAs served, surpassing Pershing
 • 
Farhad Huseynli
 and 
Danny Marques
Digital Wealth: Rathbones acquires Investec UK for £840MM, AUM at £100B+
Also who wants a crypto mortgage?
 • 
Farhad Huseynli
Digital Wealth: BloombergGPT is an Internet scale financial language model
Will you be taking your news with machine learning?
 • 
Farhad Huseynli
 and 
Danny Marques
4

March 2023

Digital Wealth: Private equity tokenized by Securitize, accessed via Onramp
Structural barriers have traditionally limited access to private markets, but companies like Securitize and Forge are changing this
 • 
Farhad Huseynli
 and 
Danny Marques
Digital Wealth: Masttro gets $43MM for UHNW data from FTV & Citi
Using machine learning to improve analysis and aggregation
 • 
Farhad Huseynli
2
Digital Wealth: How Vise spent $60MM and landed at a "refounding"
Fintechs EV/LTM revenues dropping from 20-30x in 2021 to 3-5x. At a time of valuation re-rating, the shifting macro environment places a premium on a…
 • 
Farhad Huseynli
Digital Wealth: Santander using SigFig to launch roboadvisor PathFinder
Meanwhile, BlackRock sells FutureAdvisor's retail business and Allfunds does not get acquired by Euronext
 • 
Farhad Huseynli
 and 
Danny Marques

February 2023

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