Tag: WealthTech100

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.

For the second year running, FinTech Global has gathered a panel of wealth management industry experts to find the 100 most pioneering WealthTech companies in the world.