Affluent Management

Wealth management is adopted into tech platforms

Implications - Though apps have streamlined the process of financing for younger generations, they are now being developed to organize and amplify more significant wealth, as well as new forms of wealth. This shift comes as traditions surrounding wealth management give way for consumers' desire to convenience the solely functional aspects of their lives -- as they seek to build lifestyles that revolve less around business and more around experience.
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17,797 Total Clicks
Aug 17 - Nov 17
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Featured Examples
Cryptocurrency Portfolio Management Apps - The 'f0lio' App Keeps an Eye on Rates and More
SCORE 8.1
This Quarter and Hot 562 Clicks Pub: Oct 14, 17
Cryptocurrency Portfolio Management Apps
The 'f0lio' App Keeps an Eye on Rates and More
Cryptocurrency is expanding at an exponential rate with many consumers looking to foray into the market, so the ‘f0lio’ cryptocurrency portfolio app has been developed to offer a... [More]
Cryptocurrency Price Trackers - Startup Coindex Helps You Track Cryptocurrencies on iOS Devices
SCORE 7.1
This Quarter and Warm 357 Clicks Pub: Sep 30, 17
Cryptocurrency Price Trackers
Startup Coindex Helps You Track Cryptocurrencies on iOS Devices
This cryptocurrency price tracker is a mobile app compatible with iOS devices that allows you to follow major players such as Bitcoin, Litecoin and Ethereum. Currently in beta, startup Coindex is a... [More]
Financial Thesis Management Platforms - Investment Thesis Management System MonoThesis Gathers Info
SCORE 6.5
This Year and Warm 387 Clicks Pub: Aug 1, 17
Financial Thesis Management Platforms
Investment Thesis Management System MonoThesis Gathers Info
Currently in beta, MonoThesis is a SaaS startup and investment thesis management system. Based in Hong Kong, the new business productivity venture will organize your information for you automatically.... [More]
Convenient Wealth-Tracking Platforms - SigFig Wealth Management Simplified Portfolio-Tracking
SCORE 3.5
Recent and Mild 17 Clicks Pub: Nov 21, 17
Convenient Wealth-Tracking Platforms
SigFig Wealth Management Simplified Portfolio-Tracking
SigFig Wealth Management is an app that allows people to view their portfolio, and where it is in terms of the users’ personal goals. The app is described as a “data-driven financial... [More]
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