Morgan Stanley built a wealth management growth machine — here’s where it’s heading next
We mined Morgan Stanley’s acquisitions and partnerships to discern the company’s strategic priorities in wealth management.
We mined Morgan Stanley’s acquisitions and partnerships to discern the company’s strategic priorities in wealth management.
From retirement income to debt management, we break down the financial planning solutions enabling the rise of holistic wealth management.
Two blockbuster deals buoy an otherwise flat quarter for the sector.
This report uses the CB Insights TECH Framework to rank embedded finance markets based on current commercial readiness and momentum.
Generative AI holds transformative potential for financial services, but unlocking it won't come without addressing security and regulatory concerns along the way. We break down how financial institutions and fintech startups are navigating the emerging space.
From commercializing quantum computer applications in industries like finance and healthcare to defending against quantum algorithms with new post-quantum cryptography standards, the quantum information landscape is rapidly becoming more complex. We break down the tech companies defining the quantum future.
We mined earnings calls, analyzed business relationships, and dug into investments and acquisitions to survey the AI activities of some of the world’s largest companies across industries.
Investors remain cautious in fintech, with funding declining to its lowest quarterly level since 2017 even as deals tick up.
Fintech startups hit a wall in 2023, with annual funding cut by half.
We mined Amazon’s acquisitions, investments, and partnerships to discern the company's strategic priorities in financial services.
Financial services incumbents and leading fintech companies are integrating large language models into their workflows. We dive into their various adoption strategies.
Global fintech funding showed signs of stabilizing in Q3'23, falling by just 3% QoQ.
From portfolio optimization to customer engagement, we break down the categories of vendors using AI to transform wealth and asset management.
The Fintech 100 is CB Insights' annual list of the 100 most promising private fintech companies in the world. This year’s winners are working on A2A payments, spend management automation, embedded finance, and more.
The global fintech ecosystem slows down in Q2’23, with funding and deals falling to levels not seen since 2017.
We mined UBS's investments and partnerships to discern the firm's strategic priorities.
From climate risk analytics to carbon footprinting, this Market Map highlights the companies bringing ESG and sustainable finance to institutional investors, banks, and individuals.
We analyze the 48 fintech startups in YC’s Winter 2023 cohort that are transforming treasury management, payments, crypto, and more.
There's a disconnect between Robinhood’s challenges and the lofty valuations of private retail investing apps. We take a look at why Trade Republic, Acorns, and other unicorns are at risk of valuation resets.
From sustainability ratings to risk management, we take a look at how BlackRock, Citigroup, and JP Morgan are investing in AI to solve ESG’s incomplete data problem.
The global fintech ecosystem isn’t out of the woods yet, despite funding in Q1’23 rising 55% quarter-over-quarter.
We break down how financial institutions can leverage generative AI across banking, fraud prevention, wealth management, and more — and identify the tech vendors making it possible.
We mined Santander's acquisitions, investments, and partnerships to discern the firm's strategic priorities.
We outline the market outlook for crypto asset management in the financial services industry — from investment trends and leading companies to recommendations for players in the space.
We outline the market outlook for institutional staking in the financial services industry — from investment trends and leading companies to recommendations for players in the space.
We outline the market outlook for retirement investment in the financial services industry — from investment trends and leading companies to recommendations for players in the space.