Behind the Deal With Mark Bruno

Behind the Deal: WealthTech Mergers and Acquisitions

June 03, 2020 Mark Bruno Season 1 Episode 3
Behind the Deal With Mark Bruno
Behind the Deal: WealthTech Mergers and Acquisitions
Show Notes

With WealthTech merger and acquisition activity accelerating considerably, ECHELON's Mark Bruno goes behind several deals with two of the leading technology experts and influencers in the wealth management industry: Joel Bruckenstein of T3 and Oleg Tishkevich of Invent.us. The interview touches on the drivers of WealthTech M&A, the convergence of asset management and technology - and how the value of WealthTech companies has increased as more advisors run remote operations.