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Wealth Technology

WealthTech Industry Continues To Evolve Covid-19 Notwithstanding

February 2021

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September 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…
June 2020

Dear Clients and Friends: Please find here our latest REPORT on the WealthTech sector. Waves of tech-enabled disruption over the last decade couldn’t have prepared those in the financial planning and advisory business for the tsunami we have seen over the last few months. The impact of COVID-19 has been profound across…

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