Spotlight: Wealthtech

Wealthtech is booming — but investment is getting tougher

Reports predict that global AuM will surge from US $139 trillion in 2024 to $200 trillion by 2030. However, securing investment and backing is a tough gig for welalthtech firms right now. To get the funding, you need to get the recognition – that’s where we come in.

Wealthtech clients that put their trust in our consultants

Finantix (acquired by Motive Partners), Forwardlane, Nucoro (acquired by BackBase), Redhedge, Wealth Wizards.

Our clients as featured here:

Check out our wealthtech clients in the news

We know how to work wealthtech

Our shared experience working in financial technology communications for many years means that we have seen first-hand how and why this industry has evolved and fragmented into new sectors in their own right. We know the right messages that resonate with the right influencers at the right time. And we know the key to pushing hot wealthtech solutions is less stating AI or ML credentials, and more about wha problems you solve or opportunities you provide to your target market.

We relish the clean canvas opportunity to work with a wealthtech start-up as much as we love working with a more established scale-up that needs to update its messaging and ride changing tides governed by evolving customer expectations, regulatory governance, and booming digitalisation.

Our media and analyst relations, content creation, and social media management services can seamlessly integrate to support your immediate marketing needs and future growth ambitions.