WealthTech

What is WealthTech?

WealthTech is a subset of fintech that focuses on providing technological solutions to improve wealth management and retail investment services. This includes tools for portfolio management, brokerage services, and financial planning software.

Why It Matters

• It democratizes access to sophisticated investment tools for retail investors.

• It improves the efficiency of wealth managers through better data visualization and reporting.

• It enables the creation of new investment products like micro-investing and fractional shares.