- By CB Insights, 24/3/2017
Wealth tech investments reached a record of 74 deals in 2016. This subset of fintech companies offer an alternative to traditional wealth management firms by offering technology-enabled tools that are advancing the investment and wealth management profession.
We identified over 90 companies in the wealth tech space and organized them into 7 main categories based on the services and software they offer, then sub-categorized them by the client group they serve, whether business-to-consumer (B2C), business-to-business (B2B) or both. B2C companies serve individual or retail investors, while B2B companies provide software and services for wealth managers, family offices, or investment advisors.