What is wealthtech? Simply put, wealth tech is a segment of financial technology that focuses on enhancing wealth management and investing. That means that while robo advisors are a large—and quite popular—piece of the wealthtech puzzle, other pieces merit discussion, too. What does wealth tech encompass? Technology from traditional wealth management firms, alternative investment solutions from non-bank players, and tools to support financial advisors—all fall under wealthtech. Ancillary technology, such as PFM, are not considered part of wealth tech. Read more: finovate.com
