What Is Fintech Wealth Management, and How Does it Work?

by MathewWhite
Published: October 23, 2024 (1 month ago)
  Fintech wealth management is a financial management strategy usually used by individuals with high earnings. It may include activities that help manage assets and investments and minimize potential risks or liabilities. Such a financial service is designed to care for a client’s assets. Depending on the individual’s goals, it could help increase wealth, minimize risks and liability, or create a plan to divide wealth between the heirs. Some standard services such firms offer include financial planning or investment management, provided by management advisors who typically deal with the wealth of high-net-worth clients.