Financial Technology, Data, and Analytics

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…

Dear Clients and Friends, “I have watched this week’s unfolding events, angry and appalled. The words ‘Equal Justice Under Law’ are carved in the pediment of the United States Supreme Court. This is precisely what protesters are rightly demanding. It is a wholesome and unifying demand — one that all…

Dear Clients and Friends, Marlin & Associates (M&A) is pleased to share our latest REPORT on the Insurance Technology (InsurTech) sector.  In today’s Covid-19 environment, the urgency for finding and implementing technology-based solutions to insurance industry pain points has never been higher. This pandemic has simply exposed many critical gaps…

Dear Clients and Friends: Please find here our latest report on the values and m&a trends in the Mortgage Tech industry during the Covid-19 Pandemic. Over the past few months, we have witnessed “business as usual” dissolve in a way that would have once been inconceivable. This year started with tremendous promise,…