Wealth Technology

Dear Clients and Friends;

Marlin & Associates (M&A) is pleased to share our latest report on the Wealth Management Technology (WealthTech) sector.

Like many companies within many of the FinTech sectors we cover – firms within the WealthTech space have weathered the COVID storm well, with many even thriving throughout these unprecedented times. Sector growth and prosperity typically drives investment and m&a, and WealthTech has not deviated from this pattern.

As noted in the following report, both public and private market activity in the space has been strong – with the bullet points below being significant factors driving such activity:

• Technology – which has allowed for a wide range of powerful, easy-to-use, mobile friendly digital engagement tools for both advisors and consumers. 

• Millennials – who have embraced the new applications and welcomed the increased ability to participate in the management of their own money.

• Boomers – who, as a group, have amassed unprecedented wealth, seek financial wellness and have been more than willing to adopt new wealth management approaches in an otherwise tumultuous environment.

• Traditional and non-traditional brokers, banks (and “non-banks”) and others, – who in the evolving financial service sector that have adopted new technology to make new forms of product available to a growing class of investors.

• VC and PE players – who have continued to fund and support leading edge WealthTech firms – even in the face of a Global Pandemic.​​​​​​

• Wealth Industry Participants – who have recognized opportunities to use m&a as a vehicle to advance technology and broaden product lines, consolidate market participants. 

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There’s more in the report that follows. We are available to answer questions.

Stay safe,

Max