06/19/2024 | Press release | Archived content
CEO Ryan Hickediscusses the future of wealth management and the opportunity to connect private markets and retail investors. "There is a demand for a modern, end-to-end wealth management experience and a need for a holistic view of data, so it's critical for firms to align their investment process and have a unified infrastructure in place. There's going to be significant growth in the investment adviser space-advisers are going to lean more into technology to serve clients and that's going to grow."