Future of Wealth Management and Investment – Future of Banking Week

On this episode, Miguel Armaza moderates the Wealth Management and Investment panel as part of the Future of Banking Week, joined by three excellent guests: • Ed Robinson, President and co-founder of STASH, one of the fastest-growing consumer investing and banking platforms in the U.S., pioneering the future of personal finance. • Joe Percoco, Co-CEO and Co-Founder of Titan, a digitally-native investment manager based in New York City backed by Y-Combinator, Box Group, Maverick, and others. • Ryan Finneran, Director of Investment Operations at Moneylion, a leading mobile finance platform offering consumer products for borrowing, saving, and investing. Ed, Joe, and Ryan are leading some of the most revolutionary Wealth Management platforms in the world. Although each company has its own distinct focus, we can find plenty of commonalities amongst them as they attempt to democratize asset management services. All three are reimagining financial services and using modern tools to create a delightful user experience. Every single one of them is laser-focused on providing the right educational tools for their clients to foster investing literacy and helping its customers make the best decisions. And, most importantly, they understand that the only way to compete and win against large incumbent asset management houses is to build trust and loyalty at the beginning of their client’s investing life while recognizing their products will also have to evolve and mature with their users.