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EP918: The mass affluent future of digital wealth management
Episode 918
Published 6 months, 1 week ago
Description
Ziad Mabsout, Co-Founder & CEO, Vennre
WealthTech has evolved from offering simple portfolio dashboards to full-service, AI-powered advisory platforms that are democratising private market access as a mainstream investment category. This increasing inclusivity is benefitting the world’s HENRYs (high income not rich yet). A mass_affluent audience is being offered solutions that give personalised investment recommendations and onboarding through data-driven platforms. Robin Amlôt of IBS Intelligence speaks to digital wealth management platform Vennre’s Co-Founder and Chief Executive Officer Ziad Mabsout.