This week we take a quick look into the history of Robo-advisors. When did the first one come out? Which companies have paved the way for this growing industry? Is it already a crowded space? And, what do we predict will happen in the next decade or so? Dani and Ned also find out they are reading the same book and we get an update on going back to the office!
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WealthTech UnWrapped is a Bambu podcast that dives into the ins and outs of the WealthTech industry. It weaves the narrative between a startup founder, Ned Phillips, and special guests that bring their unique insight into this growing industry. Each week we tackle a different topic, from ideas on what the future of Robo-advisory should be, to the inside scoop of what it takes to run a tech company. Through humor, honest opinions, and playful analysis, we hope to unwrap the intricacies of WealthTech into digestible episodes that anyone can learn from. This podcast is for anyone who is bored...