The Evolution of Digital Wealth Management: Robo-Advisory, Digital Advisors and Financial Planning
Thomas Brand
![Thomas Brand]()
Thomas Brand
Head of Institutional Sales and Research @ Coinmotion | Bitcoin, Mining, Market Infrastructure, Macro & Monetary Systems
I just recently completed a short overview of the evolution of digital wealth management space. In this timeline, I focus almost solely on the emergence and development of robo-advisors and various other forms of automated wealth management.
This timeline is based on publicly available information and as I didn't plan well ahead, it ended up to be a bit messy and unstructured.
Feel free to use the timeline in your presentations with a proper citation. This work is licensed under Creative Commons Attribution 4.0 International license.
If you have any feedback, comment below or contact me via Twitter or LinkedIn.
Download: Better quality picture in JPG format or in PNG format.
UPDATE (24.11.2017): New updated version is available over here!
Head of Institutional Sales and Research @ Coinmotion | Bitcoin, Mining, Market Infrastructure, Macro & Monetary Systems
6yNew version is now available!
4b plus times around the sun and counting.
6yAmazing work
B2B hybrid wealth advisor --> Responsive, supported by Plug and Play Ventures, https://www.theglobeandmail.com/globe-investor/globe-advisor/to-retain-clients-think-half-human-half-robot/article35409827/
Fantastic overview, thanks for sharing!!!
Head of Institutional Sales and Research @ Coinmotion | Bitcoin, Mining, Market Infrastructure, Macro & Monetary Systems
6yHi all! New updated version is now available: http://bit.ly/digitalwealthmanagement