Wealth & Investment Management Direct Listings:

An Alternative for a Few Well-Funded Venture Backed Firms

Recently Released!!!
Date Published: February 13, 2024
Summary PowerPoint Deck: 303 Slides
Reference PowerPoint Deck: 664 Slides


The purpose of this research is to provide readers with a comprehensive understanding of wealth & investment management direct listings, including those for wealth management, investment management, and WealthTech firms. This research is part of Tiburon's broader coverage of wealth & investment management initial public offerings (IPOs), its even broader coverage of wealth & investment management public offerings, and its even broader coverage of wealth & investment management investment opportunities. This research is also part of Tiburon's broader coverage of initial public offerings (IPOs).

This research defines the distinct market segments of financial services industry & FinTech direct listings, including:

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

And this research makes several future predictions for wealth & investment management direct listings, including:

  • Slow Growth in Direct Listings
  • Ability to Raise New Capital in Direct Listings & Modify Registration Statement Conditions





































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