Wholesale Robo Advisor Technology:
Firms Providing the Technological Infrastructure to Launch Robo Advisors
Recently Released!!!
Date Published: November 16, 2023
Summary PowerPoint Deck: 29 Slides
Reference PowerPoint Deck: 97 Slides
The purpose of this research is to provide readers with a comprehensive understanding of wholesale robo advisor technology. This market emerged in the 2010s and includes competitors such as Marstone, Next Capital, & SigFig. This research is a key part of Tiburon's coverage of both robo advisors & hybrid digital advice providers and its coverage of wealth & investment management technology.
This research summarizes the market growth & leaders within wholesale robo advisor technology.
And this research makes several future predictions for wholesale robo advisor technology, including:
Date Published: November 16, 2023
Summary PowerPoint Deck: 29 Slides
Reference PowerPoint Deck: 97 Slides
The purpose of this research is to provide readers with a comprehensive understanding of wholesale robo advisor technology. This market emerged in the 2010s and includes competitors such as Marstone, Next Capital, & SigFig. This research is a key part of Tiburon's coverage of both robo advisors & hybrid digital advice providers and its coverage of wealth & investment management technology.
This research summarizes the market growth & leaders within wholesale robo advisor technology.
And this research makes several future predictions for wholesale robo advisor technology, including:
- Moderate Growth for Wholesale Robo Advisor Technology
- Increasing Utilization of Artificial Intelligence by Wholesale Robo Advisor Technology Firms
Tiburon Member Access:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner Chip Roame (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner Chip Roame (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
