Wealth & Investment Management (& WealthTech) Venture Capital

The purpose of this research is to provide readers with a comprehensive understanding of wealth & investment management (& WealthTech) venture capital. This research addresses the number of investments and their amount. This research also addresses the trends across wealth & investment management (& WealthTech) market segments, including within business-to-consumer (B2C) WealthTech & business-to-business (B2B) WealthTech. This research is part of Tiburon's broader coverage of wealth & investment management investment opportunities.

Historical Phases

This research starts with a context setting chapter summarizing wealth & investment management's (& WealthTech's) share of all venture capital, and then addresses the historical phases of wealth & investment management (& WealthTech) venture capital, including:

• Early Phase
• Payments & Alternative Lending Phase
• InsurTech Phase
• WealthTech Phase
• Cryptocurrency (Digital Assets) Phase

Statistics

This research summarizes wealth & investment management (& WealthTech) venture capital's market growth, the leading investments, and the leading investors.

Market Segments

This research defines distinct industry market segments of broader financial services industry & financial technology (FinTech) venture capital, including:

• Banking & Payments
  • Challenger Banks (Digital First Banks) (Neo Banks)
  • Alternative Lending (Digital Lending)
  • Payments
  • Cryptocurrencies (Digital Assets) & Blockchain
• Insurance (InsurTech)
  • Online Insurance Supermarkets
  • Insurance Software & Data Analytics
• Wealth & Investment Management (& WealthTech)
  • Business-to-Consumer (B2C) WealthTech Models
  • Business-to-Business (B2B) WealthTech Models
• Other Financial Services Market Segments
  • Capital Markets
    • Private Markets Technology
    • Investment Banking Technology
  • Real Estate
    • Business-to-Consumer (B2C) Real Estate Technology
    • Real Estate Data & Analytics Technology
  • Regulatory Technology (RegTech) (AKA Compliance)
    • Financial Advisor Compliance
    • Enterprise Compliance
  • Financial Management Solutions (Small & Medium-Sized Businesses) (SMBs)
    • Accounting
    • Payroll
    • Benefits
    • Marketing & Lead Generation

Investment Stages

This research outlines the stages of wealth & investment management (& WealthTech) venture capital, including:

• Angel Financing & Seed Capital
• Early Stage Venture Capital
• Late Stage Venture Capital

Future Predictions

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

• Moderate Growth in Financial Services Industry & Financial Technology (FinTech) Venture Capital, with Substantial Opportunities in Cryptocurrencies (Digital Assets) & Blockchain, Private Markets Technology, Artificial Intelligence (AI), and Regulatory Technology (RegTech)
• Moderate Growth in Wealth & Investment Management (& WealthTech) Venture Capital
• Continual Dominance of Business-to-Consumer (B2C) Wealth & Investment Management (& WealthTech) Venture Capital But with Fastest Growth in Business-to-Business (B2B) Wealth & Investment Management (& WealthTech) Venture Capital
• Fastest Growth in Late Stage Wealth & Investment Management (& WealthTech) Venture Capital Due to Investing Rebound After Recent Market Softness
• Highest Valuations for Business-to-Consumer (B2C) Wealth & Investment Management (& WealthTech) Firms that Dramatically Lower Cost to Acquire Clients (CAC) &/or Reinvent Legacy Business Operations (Loan Underwriting; Insurance Underwriting) and Business-to-Business (B2B) Wealth & Investment Management (& WealthTech) Firms that Generate Substantial Annual Revenues Per Client (ARPC) &/or Realize High Client Retention Rates