Roboadvisors & Digital Wealth

Digital wealth management is a theme that has been unfolding since 2008. It involves the application of web, mobile and chat technology to the wealth management and financial planning industry. Most roboadvisors perform the function of risk assessment, data aggregation, asset allocation, trading and monitoring, performance reporting and ongoing client management. A rich ecosystem of B2C and B2B companies has developed, with many targeting the Millennial generation directly and financial advisors through an enterprise sale.

Industry Analyses

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Featured
2019 Fintech & Crypto Predictions
2019 Fintech & Crypto Predictions

Review of our 2018 themes and a look-ahead to what matters in 2019

#Augmented Finance
#Augmented Finance

How Artificial Intelligence creates $1 trillion of change in the front, middle and back office of the financial services industry

2018 Fintech & Crypto Predictions
2018 Fintech & Crypto Predictions

Review of our 2017 themes and a look-ahead to what matters in 2018

#Bankosaurus
#Bankosaurus

How the Banking incumbents rank relative to each other, Tech firms and Startups on Fintech themes and capability to survive in the coming future

#Fintech Phenomenon
#Fintech Phenomenon

Making sense of blockchain, digital currencies, roboadvisors, wealthtech and other futurist themes within a unified, quantified framework

Commentary

Featured
artificial intelligence, wealth management, roboadvisors, fintech, decentralized finance, asset management
ROBOADVISORS & INVESTING: Robinhood's latest $8bn valuation means that scale players need to wake up
artificial intelligence, wealth management, roboadvisors, fintech, decentralized finance, asset management
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artificial intelligence, wealth management, roboadvisors, fintech, decentralized finance, asset management
artificial intelligence, wealth management, roboadvisors, fintech, decentralized finance, asset management
ROBO ADVISORS: Robo-advisors are winning but leaving cash on the table
artificial intelligence, wealth management, roboadvisors, fintech, decentralized finance, asset management
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artificial intelligence, wealth management, roboadvisors, fintech, decentralized finance, asset management
roboadvisors, wealth management, crypto, pfm
DIGITAL WEALTH: Betterment gives in to its premium retail clients and drops its $100k minimum
roboadvisors, wealth management, crypto, pfm
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roboadvisors, wealth management, crypto, pfm
roboadvisors, wealth management, crypto
DIGITAL WEALTH: Schwab's $30 subscription, Abra and Bitwise on digital assets explain the future of wealth management
roboadvisors, wealth management, crypto
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roboadvisors, wealth management, crypto
payments, neobank, online lending, roboadvisors, crypto
PAYMENTS: Is Digital Banking hurting the Underbanked?
payments, neobank, online lending, roboadvisors, crypto
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payments, neobank, online lending, roboadvisors, crypto
fintech, digital lending, roboadvisors, wealth management, asset management, crypto
FINTECH: SoFi, Square and Twitter as the Horsemen of the Fintech Apocalypse
fintech, digital lending, roboadvisors, wealth management, asset management, crypto
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fintech, digital lending, roboadvisors, wealth management, asset management, crypto
wealth management, fintech, financial APIs, roboadvisors
DIGITAL WEALTH: Schwab abandons desktop wealthtech as industry moves to open banking and investing platforms
wealth management, fintech, financial APIs, roboadvisors
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wealth management, fintech, financial APIs, roboadvisors
roboadvisors, digital lending, fintech, wealth management
ROBO ADVISOR: Digital wealth re-fuels, as Acorns raises $105M from NBC Universal, Nutmeg $58M from Goldman.
roboadvisors, digital lending, fintech, wealth management
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roboadvisors, digital lending, fintech, wealth management
bank as a service, data, roboadvisors, neobank, PFM
OPEN BANKING: Newly-horned unicorn Plaid acquires data aggregator Quovo for up to $200 million
bank as a service, data, roboadvisors, neobank, PFM
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bank as a service, data, roboadvisors, neobank, PFM
fintech, neobank, roboadvisors, insurtech, payments
2019 FINTECH PREDICTION: Collision of Fintech Bundles and Pivots to New Channels
fintech, neobank, roboadvisors, insurtech, payments
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fintech, neobank, roboadvisors, insurtech, payments
artificial intelligence, attention economy, GAFA, roboadvisors, chatbots
ARTIFICIAL INTELLIGENCE: Morgan Stanley, Yext and Chinese AI-first Apps.
artificial intelligence, attention economy, GAFA, roboadvisors, chatbots
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artificial intelligence, attention economy, GAFA, roboadvisors, chatbots
bankosaurus, bank as a service, roboadvisors, fintech, crypto, neobank
ONLINE BANK: Killing the Banks softly with Robinhood and Good Money
bankosaurus, bank as a service, roboadvisors, fintech, crypto, neobank
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bankosaurus, bank as a service, roboadvisors, fintech, crypto, neobank
roboadvisors, wealth management, asset management, bankosaurus
ROBO ADVISOR: BlackRock's $120 million buy of Envestnet stock and Morgan Stanley's platform
roboadvisors, wealth management, asset management, bankosaurus
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roboadvisors, wealth management, asset management, bankosaurus
digital lending, roboadvisors, neobank, bankosaurus, fintech
DIGITAL LENDERS: Our new keystone deck finds $100B in global originations, merely 10% of market opportunity
digital lending, roboadvisors, neobank, bankosaurus, fintech
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digital lending, roboadvisors, neobank, bankosaurus, fintech
asset management, wealth management, roboadvisors, fintech
ROBO ADVISOR: $40 Billion Per Month Goes from Active to Passive, But Robo Performance Mixed.
asset management, wealth management, roboadvisors, fintech
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asset management, wealth management, roboadvisors, fintech
roboadvisors, wealth management, fintech
ROBO ADVISOR: Titan startup mimics hedge fund trades, repeats mistakes of the past
roboadvisors, wealth management, fintech
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roboadvisors, wealth management, fintech
crypto, wealth management, roboadvisors, ICO
CRYPTO: Surprises from the Dallas Digital Assets Strategies Conference
crypto, wealth management, roboadvisors, ICO
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crypto, wealth management, roboadvisors, ICO
roboadvisors, wealth management, asset management
ROBO ADVISOR: Are robos managing $1 trillion of digital wealth yet?
roboadvisors, wealth management, asset management
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roboadvisors, wealth management, asset management
roboadvisors, fintech, venture capital
ROBO ADVISOR: UBS sells SmartWealth robo to its SigFig robo tech provider
roboadvisors, fintech, venture capital
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roboadvisors, fintech, venture capital
roboadvisors, capital markets, asset management, fintech
ROBO ADVISOR: JP Morgan plans to starve Robinhood (and all other Fintech) of Oxygen
roboadvisors, capital markets, asset management, fintech
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roboadvisors, capital markets, asset management, fintech
roboadvisors, bankosaurus, asset management, capital markets
ROBO ADVISOR: Digital Drives Fidelity Fund Prices to $0, Morgan Stanley to Pay Advisors for Digital Engagement.
roboadvisors, bankosaurus, asset management, capital markets
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roboadvisors, bankosaurus, asset management, capital markets
regulation, regtech, neobank, digital lending, roboadvisors, payments
REGULATION: Landmark Treasury Report Supports Special Charters for Fintech Banks and Lenders.
regulation, regtech, neobank, digital lending, roboadvisors, payments
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regulation, regtech, neobank, digital lending, roboadvisors, payments
neobank, payments, roboadvisors, PFM
ONLINE BANK: Walmart chooses Even for Employee PFM, which raises $40 Million
neobank, payments, roboadvisors, PFM
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neobank, payments, roboadvisors, PFM
roboadvisors, regulation
ROBO ADVISOR: SEC Fines Betterment $400k, while SigFig & SmartAsset Raise $50mm and $28mm
roboadvisors, regulation
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roboadvisors, regulation
roboadvisors, crypto, hedge fund, wealth management, regtech, regulation
REGULATION: Crypto Funds, RIAs, Regulations in a Box
roboadvisors, crypto, hedge fund, wealth management, regtech, regulation
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roboadvisors, crypto, hedge fund, wealth management, regtech, regulation
venture capital, capital markets, roboadvisors, neobank
ROBO ADVISOR: Can Robinhood and Acorns grow into their Valuations?
venture capital, capital markets, roboadvisors, neobank
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venture capital, capital markets, roboadvisors, neobank
venture capital, asia, roboadvisors, payments, fintech
FINTECH: $5 Billion Week in Private Equity for Fintech
venture capital, asia, roboadvisors, payments, fintech
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venture capital, asia, roboadvisors, payments, fintech
artificial intelligence, chatbots, regtech, roboadvisors, neobank, capital markets, insurtech, digital lending
ARTIFICIAL INTELLIGENCE: $1 Trillion in Exposure from Artificial Intelligence on Finance.
artificial intelligence, chatbots, regtech, roboadvisors, neobank, capital markets, insurtech, digital lending
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artificial intelligence, chatbots, regtech, roboadvisors, neobank, capital markets, insurtech, digital lending
roboadvisors, asset management, attention economy, neobank
ROBO ADVISOR: Investment Management Fees Approach $0
roboadvisors, asset management, attention economy, neobank
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roboadvisors, asset management, attention economy, neobank
roboadvisors, asset management, neobank, bankosaurus
ROBO ADVISOR: Roboadvice B2C and Incumbent Collision
roboadvisors, asset management, neobank, bankosaurus
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roboadvisors, asset management, neobank, bankosaurus

Insights