Building A Wealthtech Firm From The Ground Up
Executives From GeoWealth, Surge Ventures And Docupace Explain How Their Firms Started, Grew And Adapted To Meet Changing Market Conditions
Wealth Solutions Report 11/26/24 (Written by Larry Roth, Co-Founder of Ascentix)
Building a wealthtech company from scratch and making it a success requires understanding not only the complexities of the specific technology in order to make the product function correctly, but the needs of wealth management professionals who will use the product in order for the wealthtech firm to grow its customer base.
“Starting with a blank canvas enables firms to clearly articulate and build to their differentiation in the space,” said Dan Johnson, Managing Director at F2 Strategy. “Our counsel at F2 Strategy is always to be deliberate at what you want to be exceptional at from a technology perspective but be just as deliberate with what you want to be okay/up to par at.”