Digital wealth managers, also called robo-advisors, came into existence after the financial crisis in 2008, when fintechs aimed to simplify and democratize wealth management services with technology-first solutions.
Digital wealth managers, also called robo-advisors, came into existence after the financial crisis in 2008, when fintechs aimed to simplify and democratize wealth management services with technology-first solutions.
Robo-advisors use technology such as AI algorithms and machine learning to manage users' assets, while often relying on a hybrid model including human advice to enhance the customer relationship.
Although they only hold a fraction of the more than $43 trillion in investable assets under management in North America, digital wealth management is set to grow in the future — presenting an opportunity for fintechs and incumbents alike.
In this report, Insider Intelligence details the Key Digital Wealth Managers that are demonstrating best practices for the industry.
You can access the full report by clicking below and filling out the form and updating your information with a business email address. |
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