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United Capital: FinLife Management for the 21st Century

Research and Analysis
18 April 2019

United Capital is a wealth counseling company that specializes in financial life management and investment management. Mike Capelle, Chief Platform Officer at United Capital, showed the inner workings of the platform, and explained how United Capital leverages the best technologies and strategies for success.
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About Us

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.

Our discussions with industry experts guide you through upcoming changes in approaches to financial software development.

Research and Analysis
18 April 2019

United Capital: FinLife Management for the 21st Century

United Capital is a wealth counseling company that specializes in financial life management and investment management.
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Expert Interviews
16 April 2019

John Prendergast

Cofounder, Director, and CEO of Blueleaf

by INSART

WealthTech Insights #57 with John Prendergast. The Augmented Advisor: Scaling Efficiency and Margins

How can financial platforms help advisors meet client expectations? What is the human advisor's advantage over robo-advisors? Why do advisors need to communicate frequently with their clients? With John Prendergast,…
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WealthTech Weekly
15 April 2019

WealthTech Weekly April 15, 2019

by INSART

WealthTech Weekly April 15, 2019

Broadridge launches Broadridge Securities Lending Board Insights. PIEtech launches MoneyGuideElite. Betterment partners with Goldman Sachs and BlackRock. YCharts partners WealthManagement.com. Finicity partners with Pulte Mortgage. iCapital Network was recognized in…
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Expert Interviews
11 April 2019

Gavin Spitzner

Founder and President of Wealth Consulting Partners

by INSART

WealthTech Insights #56 with Gavin Spitzner. The Financial Advisor of the Future

With Gavin Spitzner, President of Wealth Consulting Partners, we discussed how technology can help advisors offer better advice, improve financial wellness, reduce financial stress, and truly make a difference in…
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Domain Knowledge
9 April 2019

Hiring and Onboarding Talent for WealthTech

by INSART

Hiring and Onboarding Talent for WealthTech

If engineers don’t understand the WealthTech domain, stakeholders can lose up to 50% more money on development. However, hiring people with financial market awareness is slow, costly, and can prevent…
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WealthTech Weekly
8 April 2019

WealthTech Weekly April 8, 2019

by INSART

WealthTech Weekly April 8, 2019

Additional Tamarac services to the users of PortfolioCenter after Envestnet | Tamarac® acquires it. LifeYield's asset location technology will be available to Mercer Advisors' 40 regional offices and centralized investment team. Vestwell Holdings raised…
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Research and Analysis
4 April 2019

Blueleaf: Scaling Financial Advisory Practices with Reporting & Communication Tools

Blueleaf is a provider of Financial Relationship Management Software.
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Research and Analysis
2 April 2019

Equity Advisor Solutions: All-in-one Custodian for Any Type of Asset

Equity Advisor Solutions provides custody, technology and back-office solutions to RIA’s, Hybrids, TAMP’s and broker-dealers.
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WealthTech Weekly
1 April 2019

WealthTech Weekly April 1, 2019

by INSART

WealthTech Weekly April 1, 2019

SoFi collaborates with Delos to give homeowners access to Delos' home wellness solutions. Robinhood acquired MarketSnacks, a financial news podcast and newsletter. SigFig launched SigFig Atlas, a platform for banks and…
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Research and Analysis
28 March 2019

Bristol Gate Capital Partners: Merging Data Science and Fundamental Analysis

Bristol Gate uses machine learning in combination with fundamental analysis to construct high dividend growth portfolios.
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Industry Overview
26 March 2019

Bridging Product and Engineering Teams in WealthTech

by INSART

Bridging Product and Engineering Teams in WealthTech

The WealthTech industry evolves much more dynamically compared to other areas. What should teams do to efficiently collect all necessary information about their tasks and stay in sync with the…
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WealthTech Weekly
25 March 2019

WealthTech Weekly March 25, 2019

by INSART

WealthTech Weekly March 25, 2019

Interactive Brokers releases a new product. Morgan Stanley partners with iCapital. Wealthsimple partners with H&R Block. Empower Retirement will deliver advisory services to workers. Envestnet acquires PIEtech. Broadridge Financial Solutions…
> Read News