Keeping Pace
With the Digital Generation

Investing On the Go: A Modern Wealth Management App

The need for wealth management innovation is here. The 17 billion USD wealthtech industry is projected to grow to 39 billion USD by 2028.

A demographic of the mass affluent is looking for modern portfolio management tools. These customers are digital-first, have less time, have money to invest, and are looking for alternatives that are modern, simple, and transparent while still allowing them to select what they invest in.

Our 200+ hours of research went into the ultimate guide to wealthtech, including 19 unique pages of:

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