Archive for: September 23, 2020

Dear Clients and Friends;​​​​​Marlin & Associates (M&A) is pleased to share our latest report on the Wealth Management Technology (WealthTech) sector. As you will see, interest and values of many firms across the WealthTech sector have come back strong in the past two months.  Several publicly listed WealthTech firms now have market values that exceed those reached earlier in the year. Most others are not far behind. As you will see, in our report, the industry continues to consolidate – especially around themes such as digitization, Social Trading and facilitating investing in Alternative Investments. Nobody questioned the fact that the current crisis has…

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