Recently Released!!!
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)