Archive for Category: WealthTech

Feb 9, 2021

WealthTech Industry Continues To Evolve Covid-19 Notwithstanding

Fintech, Trends, WealthTech 0 Comments

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…

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Sep 23, 2020

WealthTech – A Flood Of Financing In The WealthTech Industry?

Market Update, WealthTech 0 Comments

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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