Tag: WealthTech100

While many businesses may worry about the global pandemic, Kidbrooke's co-founder Fredrik Davéus is optimistic about the future of the company.

Everyone knows that the global pandemic will change the economy, but few may have considered what those changes will mean for people's retirement planning.

Switzerland-headquartered Appway, which builds business process automation software, has closed a $37m minority investment from private equity firm Summit Partners.

Revealing how Moxtra became a WealthTech powerhouse fuelling digital innovation.

Kidbrooke has already helped several of Sweden’s largest banks and insurers to automate some of their wealth management services, but this WealthTech startup is just getting started.

Too many people still do not have a financial plan in place and are unaware of how vital it is for themselves and their families, according to Angela Pecoraro, CEO of financial software developer Advicent.

No two companies are the same, so flexibility is key for a business looking to offer digitalization services to the wealth management space.

There is little room in the market for standalone investment management services, Nucoro COO Nikolai Hack told FinTech Global.

It is easy for a company to get complacent after establishing a foothold in the marketplace, but if you don’t disrupt yourself, you will get disrupted, Dave Simpson, head of EMEA at custom technology developer GBST, told FinTech Global.

Robo-advisers have been a major point of discussion in recent years. However, Embark Group CEO Phil Smith believes we’re not even out of the “stone age” of them yet.