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Wharton FinTech
We are FinTech thought leaders connecting innovators, academics, and investors with the ideas and products that are reinventing global financial services.
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Wealth Management
Tarang Gupta
in
Wharton FinTech
Jul 2, 2023
Emerging Fintech: Leveraging tech to make investment advisory accessible, understandable, and quick in India
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3
1 response
Ally Rae McCloskey
in
Wharton FinTech
Jan 30, 2022
Altruist CEO & Founder, Jason Wenk — What Financial Advice Should Be
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46
Ryan Zauk
in
Wharton FinTech
May 23, 2021
Michael Sidgmore, Partner at Broadhaven Ventures: Why Alts Are Going Mainstream!
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5
Anirudh Singh
in
Wharton FinTech
May 13, 2021
EarlyBird CEO — It Takes a Village to Invest in the Next Generation
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16
Ryan Zauk
in
Wharton FinTech
Feb 8, 2021
Farewill CEO Dan Garrett — Revolutionizing Wills, Probates, and How We Handle Death
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4
Michael Sidgmore
in
Wharton FinTech
Jan 20, 2021
The Indexing of the Alt Assets Universe
Category defining companies in the alternative assets space
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54
1 response
Michael Sidgmore
in
Wharton FinTech
Jan 18, 2021
Alt Goes Mainstream
The era of ‘alt alt’ assets
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65
Miguel Armaza
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Wharton FinTech
Sep 28, 2020
Redesigning the Asset Management Experience — Brian Barnes, Founder & CEO of M1 Finance
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6
Miguel Armaza
in
Wharton FinTech
Aug 2, 2020
Future of Wealth Management and Investment Panel — Future of Banking Week
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52
Keane Ehsani
in
Wharton FinTech
Aug 20, 2019
David Lessing — Chief Revenue Officer at Addepar
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