New York, NY
Leading wealth tech company serving family offices, financial advisors and large institutions managing the wealth of ultra-high-net worth (UHNW) families.
The wealth management space is facing a major revolution driven by two forces. First, the world is undergoing the largest intergenerational transfer of wealth in human history, with an estimated $84 trillion expected to transfer through 2045. Second, as younger generations assume wealth, the demand for digital communication, access and real-time transparency will continue to increase, meaning those who service UHNW families must invest in their technology stack to retain their business.