Research new market for a digital asset innovator

 

Challenge:

With so many digital assets already available to wealth managers, a Fintech was seeking expert opinion on whether to enter the US Wealth Management marketplace.

How we helped

Conducted market research study and product evaluation for viability in the wealth management market

Performed comprehensive analysis of wealth management sectors – RIAs, broker dealers, family offices, investment platforms, and custodians to explore each sector's path forward to success

Evaluated and tested new product including advisor and investor experience

Provided multi-pronged recommendations including tactical and strategic action items