Fintech
5 FinTechs That Are Powering Wealth Management in the US
By Gloria Mathias
Today
- Fintech News
- FinTech Solutions
- FinTech United States
Profit and loss economies have repeatedly emphasized the importance of saving, investing, and managing wealth. Given the growing importance of wealth creation, it is essential to be aware of how to manage wealth.
Thanks to the evolution of FinTech, the masses are better equipped to make informed financial investment decisions and stay abreast of trends in wealth allocation and management.
The wealth management and private banking industry is characterized by changing advisor and investor demographics, new asset classes, evolving business models, regulatory mandates and intense competition. IBS Intelligence offers a broad spectrum of industry insights, ranging from thought leadership to advisory engagements for an in-depth coverage of over 30 technology vendor profiles, their customers, and their implementation experiences.
Below are 5 FinTech platforms that help simplify financial investments in the United States:
Monarch is an all-in-one platform that integrates everything you need to optimize your finances. It syncs with multiple financial data aggregators, uses AI to clean your transactions, and gets smarter over time. FinTech brings all your economic data together in one place and makes it easy to find what you’re looking for.
Origin is a complete money management platform for the modern workforce. It’s an integrated solution that helps your entire company manage compensation, benefits, and personal finances in one place, side-by-side with finance professionals.
Pocketnest exists to bring financial wellness to the masses. The white-label platform and mobile app guide millennials and Gen Xers through all 10 financial wellness themes. The company licenses its software to financial institutions and employers, helping them connect with younger audiences and grow their businesses in deeper ways. Powered by behavioral science and psychology, Pocketnest helps users set meaningful goals, understand the psychological reasoning behind each goal, and chart a path to achieve them all while creating deeper connections with their trusted financial institution.
Range is an all-in-one wealth management dashboard and expert advisory service. It helps high-income earners get the most out of their money with investment services, retirement planning, estate planning, tax planning, insurance optimization and more.
TIFIN is an AI platform for wealth. TIFIN builds and operates companies that apply data science, AI and technology to address frictions in wealth and asset management. Founded by Dr. Vinay Nair, TIFIN builds and operates new companies that apply data science, AI and technology to address frictions in wealth and asset management.
Read also: Wealth Management and Private Banking Systems Report, Q2 2024