Wealthtech is continuing to gain momentum within the industry, but as start-ups are maturing into growth companies and established institutions are adopting technology for
fear of being left behind, the industry is at a critical inflection point.

For startups and incumbents alike, collaboration means a two-way dialogue to create mutually beneficial partnerships because the incumbents need the innovative ideas and technology of the start-ups just as much as the startups need the strong support of the incumbents. Click Flyer CEO Brian Ross’ article in the Wealth Management 2020 Market Outlook to read more.