Wealth & Investment Management Venture Capital:
Substantial WealthTech Opportunities But a Challenging Capital Raising Environment

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Date Published: February 1, 2023
Summary PowerPoint Deck: 307 Slides

Reference PowerPoint Deck: 1,870 Slides

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

This research starts with a context setting chapter summarizing wealth & investment management's share of all venture capital, and then addresses the historical phases of wealth & investment management venture capital, including:
  • Early Phase
  • Payments & Alternative Lending Phase
  • InsurTech Phase
  • WealthTech & InvestTech Phase
  • Cryptocurrency (Digital Assets) Phase
This research summarizes wealth & investment management venture capital's market growth, the leading investments, and the leading investors.

This research defines distinct industry market segments of wealth & investment management 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)
    • B2C WealthTech Models
    • B2B WealthTech Models
  • Other Financial Services Market Segments
    • Capital Markets
      • Private Markets Technology
      • Investment Banking Technology
    • Real Estate
      • B2C Real Estate Technology
      • Real Estate Data & Analytics Technology
    • Regulatory Technology (RegTech) (AKA Compliance)
      • Financial Advisor Compliance
      • Enterprise Compliance
    • Financial Management Solutions (SMB)
      • Accounting
      • Payroll
      • Benefits
      • Marketing & Lead Gen
This research outlines the stages of wealth & investment management venture capital, including:
  • Angel Financing & Seed Capital
  • Early Stage Venture Capital
  • Late Stage Venture Capital
And this research makes several future predictions for wealth & investment management venture capital, including:
  • Moderate Growth in Wealth & Investment Management Venture Capital (WealthTech)
  • Fastest Growth B2B Wealth & Investment Management Venture Capital (WealthTech)
  • Substantial Opportunities Across Many Sub-Segments, Including B2C WealthTech Models, Private Markets Technology, Cryptocurrencies (Digital Assets) & Blockchain, Artificial Intelligence, and Regulatory Technology (RegTech)
  • Fastest Growth in Late Stage Venture Capital
  • Highest Valuations for Firms that Reinvent Legacy Consumer Businesses (Loan Underwriting; Insurance Underwriting) on Existing Platforms & those that Dramatically Lower Cost to Acquire Clients (CAC)
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