The manual processes that used to require lawyers, fund administrators, and accountants to set up private investment vehicles can now be handled by software in days instead of months.
Sydecar's founder explains how standardizing legal documents unlocked automation across the entire investment lifecycle, and why major banks are now acquiring platforms to bring private market access to retail investors.
Gen Z's banking priorities diverge from tradition, requiring banks to rethink how they assess creditworthiness, structure products, and communicate value.
We explore how a major regional player is strategizing to support Gen Z throughout their lifetime and analyze where banks can do more.
At this year’s Money 20/20, conversations went beyond payments and embedded finance to how technology can truly support America’s smallest businesses.
Two fintechs shone in the discussion: Hello Alice, which aims to make capital more accessible, and Bluevine, a banking platform tailored for SMBs and sole proprietors. Different strategies, same focus -- putting SMB owners first.
