Women in Wealth: Why It’s Their Moment

From the need to shore up retirement income to embracing sustainability through environmental, social, and governance (ESG) funds, there are plenty of ways the wealth management industry has had to adapt to market trends. Fintech platforms have helped financial advisors keep pace, designing more customized strategies for investors. I recently spoke with Andrew Schwartz, the CFO of one of those platforms, Tegra118. We discussed broad issues in the “wealth tech” space, but also touched on Tegra118’s strategy as a pioneer in this field. Andrew’s insights are relevant not just to finance professionals in wealth management and fintech, but in all industries where disruption is driving a need to grow and offer new solutions.

InvestCloud has completed a recapitalization that values the wealth platform at $1 billion. As part of the deal, two additional businesses are being rolled into InvestCloud, immediately pushing the valuation of the combined business up over $2 billion.

WARREN, N.J.–(BUSINESS WIRE)–Tegra118, formerly Fiserv Investment Services, a leading provider of wealth and asset management technology solutions and a Motive Partners Company, announced that it received a Family Wealth Report Award on Wednesday, March 18^th for Outstanding Contribution to Wealth Management Thought Leadership among technology companies.