Is WealthTech the future of advisory?
With the upcoming $68 trillion generational wealth transfer, WealthTech is making wealth management accessible to the masses, with digital solutions catalyzing more personalized adoption and engagement. Creating smart experiences for the net new users is where traditional advisors can add more value.
Move money or make money?
From embedded finance to real-time payments to tokenization, digital payments are not just changing how transactions occur but also unlock opportunities for individuals, businesses and investors alike.
Can Nurturing the Overlooked Lead to Better Risk-adjusted Returns?
Significant value exists in lower middle-market venture-backed companies that no longer fit the hyper growth model but have viable offerings. It creates a unique opportunity for structured growth equity investors to sustain innovation and generate significant risk-adjusted returns, filling a gap between venture capital and private equity.