Wealth and Asset Management

Focus Areas

Democratization of investing
Rapid Technological advancements and favorable economic conditions have been driving the democratization of investing resulting in an unprecedented number of retail investors joining the market. No-minimum investment accounts, zero-commission trading, fractional shares trading and social trading are some of the key shifts fueling the boom of retail investors.
Hyper-personalization
Customization at scale and the ability to better tailor investment and wealth strategies is becoming crucial as the customers’ expectations are increasing. The usage of powerful digital tools will be instrumental in better tailoring portfolios to customers' needs, goals, and objectives.
Alternative investments
As investors’ demand for higher returns and differentiation is on the rise - wealth management firms and startups are offering options for alternative investments, for example, cryptocurrencies, collectibles, real estate, commodities and private equity.
Operations & Technology
A lack of internal communication between departments in wealth management firms is a source of inefficiency. These challenges represent opportunities for new technologies and products to improve current processes. Furthermore, new technologies can enhance the decision-making capabilities of wealth managers and can thus drive revenue and improve margins.

“We are excited to partner with Plug and Play and engage with the network of innovative startups as PIMCO seeks the best ideas and solutions to augment its strategic evolution in a rapidly changing industry,”

John Kirkowski
PIMCO Chief Financial Officer

Check out our videos about Wealth and Asset Management!

The Future of Digital Assets & Industry
Think Different: Asset & Wealth Management
Big Data and AI - Fintech Europe Expo Day Panel
Wealth and Asset Management Keynote with Christian Machts - Fintech Europe Expo Day

Top 5 Startups expanding the Wealth and Asset Managemenet universe

InvestSuite
Investment management solutions as-a-service, including both robo advisor & self-execution trading platforms.
Tifin
Tifin creates engaging wealth experiences to improve financial lives through AI and investment intelligence driven personalization for the advised or self-directed investor.
Atomic
Atomic builds critical financial infrastructure that allows fintechs, banks, and consumer-facing companies to offer engaging investing experiences to their customers in a frictionless way.
CapIntel
CapIntel offers financial advisors a variety of tools, including seamless portfolio creation and comparison, fund discovery, performance analysis, and portfolio modeling.
Column Tax
Column Tax enables fintechs, financial institutions, and other developers to integrate tax calculation and filing directly into their product.