July 21, 2021

What's Up with Wealth Tech?

Why and how wealth tech needs to change, according to Bambu

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IEX Cloud Team

When it comes to technology for the everyday investor, the emergence of robo-advisors helped kick the industry into overdrive.

But where has wealth tech failed? What’s the current state of the digital wealth management landscape, and what does the next generation of robo-advisors look like?

Tune in for a presentation and discussion surrounding these questions, featuring Ned Phillips, Bambu’s CEO and Founder. Bambu builds B2B wealth management solutions – specializing in robo-advisor technology – for businesses and applications around the world.