Wealth & Investment Management Direct Listings:
An Alternative for a Few Well-Funded Venture Backed Firms

Recently Released!!!
Date Published: February 8, 2023
Summary PowerPoint Deck: 233 Slides

Reference PowerPoint Deck: 581 Slides

The purpose of this research is to provide readers with a comprehensive understanding of financial services industry direct listings, including those for retail banks, insurance companies, and wealth & investment management firms, and FinTech & related market segment firms. This research is part of Tiburon's broader coverage of financial services industry initial public offerings (IPOs), its even broader broader coverage of financial services industry public offerings, and its even broader coverage of financial services industry investment opportunities.

This research addresses the key direct listings market segments, including:
  • Retail Banks
  • Insurance Companies
  • Wealth & Investment Management Firms
  • FinTech & Related Market Segment Firms
And this research makes several future predictions for direct listings, including:
  • Slow Growth in Direct Listings
  • Ability to Issue New Capital in Direct Listings & Modify Registration Statement Conditions


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