Digital Wealth πŸ’Έ

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

The startup is now in direct competition with alts tech incumbent iCapital, which services 1,300+ RIAs
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Dear readers of Digital Wealth Week β€” We are thrilled to welcome you to the Fintech Blueprint community! Our commitment continues to be to bring you the…
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Condor Capital's Robo report surveyed performance across 30+ roboadvisors.
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Family offices waste 20-40% of working hours on processes because of inadequate software
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Envestnet surpassed analyst expectations for its Q3FY2022 earnings and announced that it would enter the RIA custody business with FNZ next year.
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Also discount brokerage eToro has acquired portfolio management provider Bullsheet
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In contrast, UBS recently sold its proprietary US alternative investment manager to iCapital, and then terminated its $1.4B acquisition of Wealthfront
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