Wealth & Investment Management (& WealthTech) Public Offerings:

Wealth & Investment Management (& WealthTech) Firms Initial Public Offerings (IPOs) & Secondary Offerings

Recently Released!!!
Date Published: August 7, 2023
Summary PowerPoint Deck: 462 Slides
Reference PowerPoint Deck: 888 Slides

The purpose of this research is to provide readers with a comprehensive understanding of wealth & investment management (& WealthTech) public offerings, including those for retail banks, insurance companies, wealth & investment management firms, and FinTech firms. This research is part of Tiburon's broader coverage of public offerings and its even broader coverage of wealth & investment management investment opportunities.

This research addresses the key historical phases of wealth & investment management (& WealthTech) public offerings, including:

  • Early Phase
  • Middle Phase
  • Recent Phase
This research defines distinct market segments of financial services industry & FinTech firms public offerings, including:

  • Retail Banks
  • Insurance Companies
  • Wealth & Investment Management Firms
  • FinTech Firms

This research also addresses the core public offerings methods, including:

  • Initial Public Offerings (IPOs)
  • Secondary Offerings

And this research makes several future predictions for wealth & investment management (& WealthTech) public offerings, including:

  • Moderate Growth in Wealth & Investment Management (& WealthTech) Public Offerings
  • Fastest Growth in Wealth Management Firms Public Offerings

Tiburon Member Access:

If you require a Tiburon username & password to access Tiburon Webinars or Tiburon Written Research, please click here.

Non Tiburon Members:


Media Access:
Members of the media who would like further access to the components of this research may send an email to Sarah Sage.

© 2023 Tiburon Strategic Advisors