Wealth Management Advice Fintech Spotlight: Q4 2021

The transition toward financial wellness and democratization of advice continues to accelerate, fueled by fintech digitalization and innovation.  

January 20, 2022 – Consumers and investors are seeking advice, guidance, and support across their financial households, expanding the role of wealth management. For many traditional financial advisors, adapting to the changing market requires tools and technology to bolster their expertise and increase their capacity to deliver advice services beyond investment management—addressing debt management, healthcare, longevity planning, and more.

The Wealth Management Advice Fintech Spotlight looks at new and emerging fintech vendors active in the financial advice, financial wellness, and financial planning marketplace. This report features six fintech vendors providing improved scalability and a breadth of advice and services, ranging from financial coaching and personal financial management to financial planning, protection advice, and healthcare. Featured vendors offer innovative solutions to support wealth management firms or provide financial advice directly to consumers.

This 29-page Impact Report contains one figure and six tables. Clients of Aite-Novarica Group’s Wealth Management service can download this report and the corresponding charts.

This report mentions Envestnet, Fidelity International Strategic Ventures, Fidelity, First Republic Bank, ID Ventures, Impact Seat, InvestCloud Pink, J.P. Morgan, Lincoln Financial, LPL Financial, Michigan Rise, Microsoft Dynamics, MoneyGuide, Morningstar, Motive Partners, Pocketnest, Portag3 Ventures (venture capital arm of Power Corporation), Prudential, Raymond James, Redtail, Reseda Group (a wholly-owned Credit Union Service Organization of MSU Federal Credit Union), RightCapital, RightPay, Salesforce, Schwab Advisor Services, SS&C/Black Diamond, The O.N. Equity Sales Company, Wealthbox, and Willow.

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