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How WealthTech Companies Survived Past Recessions

Industry Overview
2 April 2020

COVID-19 pandemic and its unexpected ubiquitous quarantine make an economic global crisis inevitable. We decided to look through previous crises to understand their impact on the financial services industry.
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WealthTech Club allows you to be aware of challenges, drivers, and trends in wealth management.

Here, you can find the latest analyses of leading WealthTech companies and principles that underlie their success in terms of the technology and business ecosystem.

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How WealthTech Companies Survived Past Recessions

How WealthTech Companies Survived Past Recessions

COVID-19 pandemic and its unexpected ubiquitous quarantine make an economic global crisis inevitable. We decided to look through previous crises to understand their impact on the financial services industry.

Communication Strategies for Client Retention: Best Practices

Communication Strategies for Client Retention: Best Practices

Communication is the best remedy against panic. Fintechs can help stabilize the market by addressing fear. In this piece, we’ve gathered some thoughts and examples of what techniques you can…

WealthTech Weekly March 30, 2020

WealthTech Weekly March 30, 2020

Demand Wealth received an investment from Niche Investment Partners. iCapital Network closed a $146 million financing round. Registrar Corp acquired Vinca. Envestnet partners with Compliance Solutions Strategies. Allianz Global Investors joined…

What Should We Do When The Earth Stops: Communicate and Overcommunicate

What Should We Do When The Earth Stops: Communicate and Overcommunicate

A well-organized communication is the foundation of every efficient and transparent collaboration. During this crisis, its importance becomes immense for both employees and clients of the companies. As panic spreads…

FinTechs About Situation Around Coronavirus and Market Recession

FinTechs About Situation Around Coronavirus and Market Recession

WealthTech and FinTech experts share their outlook and words of support with their business fellows, co-workers, and publicity. Find the motivation to keep trying hard and disrupt the world with…

WealthTech Weekly March 23, 2020

WealthTech Weekly March 23, 2020

DriveWealth partners with Wealthface. United Planners has new general partners. Wealthface moves to the MENA region. Modern Capital is to acquire Western Equity Group. Addepar got an investment of $40 million. HiddenLevers…

Can a Distributed Team Ruin a WealthTech Start-Up?

Can a Distributed Team Ruin a WealthTech Start-Up?

The market forces WealthTech transformation leaders to grow their business and scale teams. However, having a team that doesn’t fit your company can destroy everything you have built before. In…

WealthTech Weekly March 16, 2020

WealthTech Weekly March 16, 2020

CAPTRUST Financial Advisors has acquired Welch Hornsby. AdvisorTouch integrated into Wealthbox CRM. Sanctuary Wealth partners with Conversant Wealth Management. All Seasons Wealth acquired personal finance practices. TradePMR rolls out refined trading tools on…

Douglas Fritz

Founder and CEO of F2 Strategy

WealthTech Insights #78 with Douglas Fritz. Defining an Authentic and Scalable Model That Balances Sales and Service

Here’s an interview with Doug Fritz, founder and CEO of F2 Strategy. Doug Fritz helps financial institutions maintain the right digitization strategies and obtain more clients. His company, F2 Strategy,…

WealthTech Weekly March 9, 2020

WealthTech Weekly March 9, 2020

AssetMark bought OBS Financial. Broadridge acquired FundsLibrary. Mariner Wealth Advisors will acquire the assets of Wealth Health. InvestCloud launches an InvestCloud White platform.

Integrations and AI Help WealthTechs Save Advisors’ Time

Integrations and AI Help WealthTechs Save Advisors’ Time

In the article, we discuss two most popular topics at this year’s Technology Tools for Today (T3) conference, integrations and saving advisors’ time. WealthTech companies should think about how technology…

WealthTech Weekly March 2, 2020

WealthTech Weekly March 2, 2020

NFP Ventures invests in Wealth Technologies. Charles Schwab purchases Wasmer Schroeder. Morgan Stanley acquires E*Trade. RBC Wealth Management acquires Visionary Wealth Management. National Advisors Trust partnered with Dynasty Financial Partners. Key Private Bank selected the…