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Tag: wealthtech

  • The rise of AI-driven wealthtech

    Financial management is evolving as wealth is transferred to the next — more digital — generation.   In previous years, Robinhood and other wealth management applications attracted young investors by offering commission-free trading and more intuitive, gamified experiences, Sarah Lamont, senior associate at venture capital firm F-Prime, told FinAi News.   But that was so 10 […]

    The post The rise of AI-driven wealthtech appeared first on FinAi News.

    Vaidik Trivedi

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  • Yodlee sale can land Envestnet up to $400M | Bank Automation News

    Yodlee sale can land Envestnet up to $400M | Bank Automation News

    Wealthtech giant Envestnet is reportedly exploring the sale of its data aggregation subsidiary Yodlee as it aims to refocus strategic operations.  A potential sale, first reported on Dec. 13 by Bloomberg News, could generate between $300 million and $400 million for Envestnet, according to a JPMorgan report published Dec. 14. Envestnet bought Yodlee in 2016 […]

    Vaidik Trivedi

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