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May 29, 2017

Venture capital activity in the wealth management fintech space has grown substantially since 2010, with almost 300 deals valued at over $10 B in 2016 alone. However, this latest article by Pitchbook calls out some pressing concerns amongst investors in the space, including high customer acquisition costs for older investors, and poor product and brand differentiation. As deal activity continues to accelerate, investors may expect that innovators who successfully tackle these issues will emerge as attractive targets.