Matt Ober of Social Leverage argues that while wealthtech startups are pitching AI operating systems, the exit math points to $200 million to $500 million outcomes, not unicorn valuations.
Read MoreThe FR breaks down CB Insights’ State of Fintech Q3 2025 report with insights from Dan Latimore on AI’s rise, bigger late-stage deals, and the renewed momentum in wealthtech.
Read MoreAlex Lazarow highlights the critical need for a well-structured transition plan to navigate the impending "silver tsunami." He also explores four key business models poised to address this demographic shift.
Read MoreWhile the wealthtech revolution has largely been centered around robo advisors and bringing more “entry-level” investors into the market, independent advisory firms have tended to focus on building relationships, advisor productivity, and other factors. But that’s all beginning to change.
Read MoreThe Financial Revolutionist is weekly newsletter and blog focused on the torrid pace of financial innovation. Today, thanks to the exponential rate of technological change, explosion in global trade and new regulations ushered in by the Great Financial Crisis, a new financial revolution is under way. In this battle, virtually every aspect of the greater financial services sector is subject to rigorous challenge. With the Financial Revolutionist, we are aspiring to create a boots-on-the-ground and highly opinionated assessment of important financial innovation developments in the past week.
