Wealth Management

The US is home to a large number of affluent (high net worth [HNW] and mass affluent) individuals. The country also has a well-developed financial services sector, including the most sophisticated mutual fund and equity markets globally. Learn More

Moneyfarm is a digital wealth management company, launched in 2012 in Italy after being founded in 2011. Moneyfarm uses its digital wealth management platform to provide independent investment advisory services. Currently Moneyfarm is available in It Learn More

BrickX report provides information and insight into BrickX, including details of its business and geographical presence, comprehensive coverage of its products and services, a comparison against key competitors, and information on its business strate Learn More

Scalable Capital is a digital investment management firm. It creates and manages globally diversified ETF portfolios for its clients to help them achieve their long-term financial goals, supported by proprietary risk management technology. Learn More

The provision of financial services is constantly evolving, with new technology having a particularly significant impact. Learn More

Every month, FinTrack showcases the latest innovations from financial services providers around the world. Each innovation is assessed and rated on key criteria, providing you with valuable insight. Learn More

Based on our proprietary datasets, this report analyzes Canada's wealth and retail savings and investments markets, with a focus on the HNW segment. Learn More

Every month, FinTrack showcases the latest innovations from financial services providers around the world. Each innovation is assessed and rated on key criteria, providing you with valuable insight. Learn More

Wealth in France: HNW Investors 2019, report analyzes the investing preferences and portfolio allocation of French HNW individuals. Learn More

Och-Ziff Capital Management Group LLC (Oz Management) is an alternative asset management firm that provides asset management services. Learn More