wealthtech

B2C and B2B Robo-Advisory: Human Touch Is Still Required, but Not for Everyone

B2B and B2C robo-advisors

Here, we present a cherry-picked list of companies that have created B2C and B2B platforms that are disrupting the modern WealthTech industry. At lower cost, B2C platforms offer discretionary ETF-based portfolio management that can incorporate automated rebalancing, as well as tax harvesting. B2B solutions nowadays present a useful toolkit for professional players in wealth management.

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