The revolution in digital wealth management has begun to pick up speed, with robo advisors and no-fee offers proliferating. Once a space that catered to the 1%, both established brands and low-cost fintechs are racing to attract affluent and mass-market consumers with digital-first products. Brokerages that were born online dominate the upper echelon of this space, but other players should take solace in the fact that this market is still anybody’s game.
This report benchmarks the digital performance of approximately 75 brands covering wealth, investment & asset management, private banking and fintech.
