Wealth Tech

What Robinhood’s performance could signal for rival retail investment apps and their valuations

What Robinhood’s performance could signal for rival retail investment apps and their valuations

There's a disconnect between Robinhood’s challenges and the lofty valuations of private retail investing apps. We take a look at why Trade Republic, Acorns, and other unicorns are at risk of valuation resets.

May 16, 2023

How BlackRock, Citigroup, and JP Morgan use AI to deliver more accurate ESG datasets to investors at scale

How BlackRock, Citigroup, and JP Morgan use AI to deliver more accurate ESG datasets to investors at scale

From sustainability ratings to risk management, we take a look at how BlackRock, Citigroup, and JP Morgan are investing in AI to solve ESG’s incomplete data problem.

May 2, 2023

The State of Fintech in 5 charts: Funding rebounds due to Stripe, while deals continue to fall in Q1’23

The State of Fintech in 5 charts: Funding rebounds due to Stripe, while deals continue to fall in Q1’23

The global fintech ecosystem isn’t out of the woods yet, despite funding in Q1’23 rising 55% quarter-over-quarter.

Apr 18, 2023

3 applications of generative AI in financial services

3 applications of generative AI in financial services

We break down how financial institutions can leverage generative AI across banking, fraud prevention, wealth management, and more — and identify the tech vendors making it possible.

Apr 3, 2023

Analyzing Santander Bank’s growth strategy: How the banking giant is investing in fintech

Analyzing Santander Bank’s growth strategy: How the banking giant is investing in fintech

We mined Santander's acquisitions, investments, and partnerships to discern the firm's strategic priorities.

Mar 28, 2023

Market Trend Report: Crypto asset management for institutional investors & traders

Market Trend Report: Crypto asset management for institutional investors & traders

We outline the market outlook for crypto asset management in the financial services industry — from investment trends and leading companies to recommendations for players in the space.

Mar 27, 2023

Market Trend Report: Institutional staking for institutional investors & traders

Market Trend Report: Institutional staking for institutional investors & traders

We outline the market outlook for institutional staking in the financial services industry — from investment trends and leading companies to recommendations for players in the space.

Mar 27, 2023

Market Trend Report: Retirement investment for investors & traders

Market Trend Report: Retirement investment for investors & traders

We outline the market outlook for retirement investment in the financial services industry — from investment trends and leading companies to recommendations for players in the space.

Mar 22, 2023

Market Trend Report: Alternative investment for investors & traders

Market Trend Report: Alternative investment for investors & traders

We outline the market outlook for alternative investment in the financial services industry — from investment trends and leading companies to recommendations for the players in the space.

Mar 22, 2023

Silicon Valley Bank was at the center of the fintech ecosystem. We break down every fintech sector it touched and 45 companies affected by its uncertain future.

Silicon Valley Bank was at the center of the fintech ecosystem. We break down every fintech sector it touched and 45 companies affected by its uncertain future.

With over 2,600 fintech clients, Silicon Valley Bank is a lender, banking partner, and payments technology provider. We map out some of its biggest clients and partnerships using CB Insights’ business relationship data to show its impact on the fintech industry.

Mar 14, 2023

Analyzing Sequoia Capital’s investment strategy: How the VC is keeping its faith in fintech

Analyzing Sequoia Capital’s investment strategy: How the VC is keeping its faith in fintech

We identify Sequoia Capital’s top priorities in fintech across capital markets, payments, payroll tech, and more.

Feb 21, 2023

State of Blockchain 2022 Report

State of Blockchain 2022 Report

Blockchain venture funding declined in 3 straight quarters in 2022 due to a tumultuous year for crypto.

Feb 16, 2023

Analyzing a16z’s fintech investment strategy: Where did the VC place its biggest bets in 2022?

Analyzing a16z’s fintech investment strategy: Where did the VC place its biggest bets in 2022?

We identify a16z’s top priorities in fintech across payments, blockchain, banking, and more.

Jan 26, 2023

Prioritizing 8 technologies helping wealth managers and financial advisors maintain a competitive edge

Prioritizing 8 technologies helping wealth managers and financial advisors maintain a competitive edge

From risk analytics to portfolio modeling, this MVP Technology Framework evaluates B2B tech solutions wealth managers and financial advisors are using to streamline and customize their offerings.

Jan 26, 2023

State of Fintech 2022 Report

State of Fintech 2022 Report

Global fintech investment activity steadily declined throughout 2022, with funding dropping by 46% from 2021's record levels.

Jan 18, 2023

Prioritizing 6 crypto solutions for institutional investors as the industry resets from the FTX collapse

Prioritizing 6 crypto solutions for institutional investors as the industry resets from the FTX collapse

From crypto prime brokerage to asset management to DeFi, this MVP Technology Framework evaluates crypto products and services for institutional investors.

Dec 21, 2022

Analyzing Google’s blockchain strategy: How the search giant is prepping for Web3

Analyzing Google’s blockchain strategy: How the search giant is prepping for Web3

We mined Google’s blockchain investments and partnerships to discern the company's strategic priorities.

Dec 13, 2022

In FTX’s bankruptcy, here are the top 10 investment and M&A holdings creditors should be looking at

In FTX’s bankruptcy, here are the top 10 investment and M&A holdings creditors should be looking at

We mined CB Insights data to uncover the companies FTX and related entities have partial or total ownership stakes in.

Nov 17, 2022

187 companies transforming financial services in Latin America

187 companies transforming financial services in Latin America

From payments and digital wallets to investment platforms and challenger banks, these tech companies are reshaping the financial services industry in Latin America.

Nov 17, 2022

95 companies transforming the Canadian fintech landscape

95 companies transforming the Canadian fintech landscape

From alternative lending to homeownership-as-a-service, fintech services in Canada have flourished in recent years. In this Market Map, we highlight the Canada-based companies reshaping financial services.

Nov 11, 2022

3 capital markets trends to watch

3 capital markets trends to watch

Our fintech analysts uncover 3 key trends emerging from our capital markets industry data.

Nov 11, 2022

The Future of Investing: How technology is reshaping wealth and asset management

The Future of Investing: How technology is reshaping wealth and asset management

We dive into how the retail and institutional investing landscape is evolving and where technology is taking it next, from alternative investments to AI-powered ESG to blockchain.

Nov 4, 2022

89 companies reshaping the investment and financial advising landscape

89 companies reshaping the investment and financial advising landscape

From robo advisors-as-a-service to blockchain integration, these startups are helping traditional advisors stay competitive in a changing investment environment.

Oct 31, 2022

State of Blockchain Q3’22 Report

State of Blockchain Q3’22 Report

Blockchain venture funding falls QoQ for the second time this year as the crypto winter cools off investor enthusiasm.

Oct 31, 2022

State of Fintech Q3’22 Report

State of Fintech Q3’22 Report

Fintech investment activity continues to slow down in Q3'22 as quarterly funding returns to pre-2021 levels.

Oct 18, 2022

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