Wealth Tech

State of Fintech 2024 Report

State of Fintech 2024 Report

From a 7-year low in dealmaking to M&A gaining steam, we break down key changes in the fintech landscape using CB Insights data.

Jan 14, 2025

15 tech trends to watch closely in 2025

15 tech trends to watch closely in 2025

The future of LLMs. Caregiving humanoid robots. Crypto’s baby steps. We use CB Insights data to uncover 15 emerging trends that will shape the tech landscape for years to come.

Nov 19, 2024

Meet the 2024 Fintech 100: The World’s Most Promising Startups

Webinar Oct 24 2 PM EDT

Meet the 2024 Fintech 100: The World’s Most Promising Startups

Get an insider’s look at the 2024 Fintech 100 and learn how these startups are reshaping the future of financial services.

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Oct 24, 2024

Fintech 100: The most promising fintech startups of 2024

Fintech 100: The most promising fintech startups of 2024

The Fintech 100 is CB Insights’ annual list of the 100 most promising private fintech companies in the world.

Oct 24, 2024

State of Fintech Q3’24 Report

State of Fintech Q3’24 Report

Fintech deal volume reaches its lowest point since 2017 as investors shift bets to more emerging areas of opportunity.

Oct 15, 2024

Fintech: Top research and trends to watch

Fintech: Top research and trends to watch

Bet on the right financial services tech markets. Dig into your rivals’ strategies. Identify the best startups.

Oct 10, 2024

The new wealth tech value chain: How AI and open integration are reshaping financial advisory

The new wealth tech value chain: How AI and open integration are reshaping financial advisory

In this report, we explore a set of technologies impacting discovery, financial planning and episodic review, client servicing, marketing, and portfolio management.

Sep 27, 2024

Morgan Stanley built a wealth management growth machine — here’s where it’s heading next

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.

Sep 11, 2024

The financial planning market map

The financial planning market map

From retirement income to debt management, we break down the financial planning solutions enabling the rise of holistic wealth management.

Aug 30, 2024

State of Fintech Q2’24 Report

State of Fintech Q2’24 Report

Two blockbuster deals buoy an otherwise flat quarter for the sector.

Jul 16, 2024

The embedded finance market ranking: Where integrated financial services are maturing, emerging, and plateauing

The embedded finance market ranking: Where integrated financial services are maturing, emerging, and plateauing

This report uses the CB Insights TECH Framework to rank embedded finance markets based on current commercial readiness and momentum.

Jul 12, 2024

3 ways financial institutions are embracing generative AI

3 ways financial institutions are embracing generative AI

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.

Jun 25, 2024

The quantum information market map: The companies working on quantum computing, post-quantum cryptography, and more

The quantum information market map: The companies working on quantum computing, post-quantum cryptography, and more

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.

May 7, 2024

AI strategies for 11 of the world’s largest companies: Where Eli Lilly, Visa, Oracle, and 8 other giants are making moves

AI strategies for 11 of the world’s largest companies: Where Eli Lilly, Visa, Oracle, and 8 other giants are making moves

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.

May 2, 2024

State of Fintech Q1’24 Report

State of Fintech Q1’24 Report

Investors remain cautious in fintech, with funding declining to its lowest quarterly level since 2017 even as deals tick up.

Apr 18, 2024

State of Fintech 2023 Report

State of Fintech 2023 Report

Fintech startups hit a wall in 2023, with annual funding cut by half.

Jan 18, 2024

Analyzing Amazon’s financial services strategy: Where the retail titan is focusing its efforts in fintech

Analyzing Amazon’s financial services strategy: Where the retail titan is focusing its efforts in fintech

We mined Amazon’s acquisitions, investments, and partnerships to discern the company's strategic priorities in financial services.

Jan 3, 2024

How are financial services players jumping on the LLM opportunity?

How are financial services players jumping on the LLM opportunity?

Financial services incumbents and leading fintech companies are integrating large language models into their workflows. We dive into their various adoption strategies.

Dec 18, 2023

State of Fintech Q3’23 Report

State of Fintech Q3’23 Report

Global fintech funding showed signs of stabilizing in Q3'23, falling by just 3% QoQ.

Oct 18, 2023

The AI in wealth management market map

The AI in wealth management market map

From portfolio optimization to customer engagement, we break down the categories of vendors using AI to transform wealth and asset management.

Oct 6, 2023

Fintech 100: The most promising fintech startups of 2023

Fintech 100: The most promising fintech startups of 2023

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.

Oct 3, 2023

State of Fintech Q2’23 Report

State of Fintech Q2’23 Report

The global fintech ecosystem slows down in Q2’23, with funding and deals falling to levels not seen since 2017.

Jul 19, 2023

Analyzing UBS’s growth strategy: How the global investment bank is doubling down on technology bets

Analyzing UBS’s growth strategy: How the global investment bank is doubling down on technology bets

We mined UBS's investments and partnerships to discern the firm's strategic priorities.

Jul 6, 2023

ESG Market Map: 115 companies powering ESG-focused investing and banking

ESG Market Map: 115 companies powering ESG-focused investing and banking

From climate risk analytics to carbon footprinting, this Market Map highlights the companies bringing ESG and sustainable finance to institutional investors, banks, and individuals.

May 24, 2023

Y Combinator’s fintech investment strategy focuses on B2B offerings, especially treasury automation

Y Combinator’s fintech investment strategy focuses on B2B offerings, especially treasury automation

We analyze the 48 fintech startups in YC’s Winter 2023 cohort that are transforming treasury management, payments, crypto, and more.

May 24, 2023

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