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Intro to WealthTech in 2023

WealthTech is one of the most exciting businesses right now, with new platforms and ideas developing on a regular basis. It is a new sector that is revolutionizing how individuals manage their finances and increase their wealth. Individuals may now take charge of their finances and achieve their financial objectives thanks to the combination of finance and technology services.

With the growing popularity of WealthTech, it is critical to grasp the finest platforms as well as the trends influencing this market. In this post, we will introduce you to WealthTech in 2023, highlighting the major platforms and trends that will shape the industry’s future.

The most effective WealthTech platforms

In the recent period, electronic business models have arisen in the Wealth management sector. These firms employ digital platforms and technology to link investors with their peers and the relevant advisers, as well as to provide customized advice and investment possibilities and methods comparable to those followed by experienced investors and institutions.


Robinhood is a free stock trading website that allows users to buy and sell stocks, ETFs, and options. The platform was created with simplicity in mind, with a user-friendly interface and no minimum account balance. Robinhood also has a “Gold” membership service, which grants customers access to extra services including after-hours trading and margin lending.


Stash is an investment software that allows users to begin investing with as little as $5. The software makes customized suggestions depending on the user’s goals and risk tolerance. Stocks, ETFs, and mutual funds are among the investing alternatives available to users.


Acorns is an investing program that allows users to invest their extra money from everyday purchases automatically into a diverse portfolio of equities and ETFs. The software takes the guesswork out of investing, making it ideal for people who are new to the world of investment.

The most recent WealthTech trends

Investment choices and portfolio management are increasingly being automated by WealthTech platforms. This can save investors time and make it easier for them to keep track of their funds. For example, Robinhood has a “Auto-Stash” function that automatically invests your extra cash in a diverse portfolio of ETFs. Acorns also includes an automatic investing tool that allows you to set up regular investments in a range of asset types.

1. Integration with social media

Many WealthTech platforms integrate with social media to let consumers interact with friends and family members who are also interested in investing. Stash, for example, features a “Stash Chats” function that allows users to discuss their investment portfolios with one another. Acorns also integrates social networking, allowing users to share their investing outcomes with friends and family.

2. Mobile-first design

Mobile devices are becoming increasingly important in the design of WealthTech platforms. This is due to the fact that many investors like to be able to access their accounts and make transactions while on the road. Robinhood, for example, provides a mobile app that allows users to trade stocks, ETFs, and options directly from their phones. Acorns also provides a smartphone app that allows customers to manage and track their investments over time.

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