Behind the Deal With Mark Bruno

Behind the Deal: WealthTech Mergers and Acquisitions


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With WealthTech merger and acquisition activity accelerating considerably, ECHELON's Mark Bruno goes behind several deals with two of the leading technology experts and influencers in the wealth management industry: Joel Bruckenstein of T3 and Oleg Tishkevich of Invent.us. The interview touches on the drivers of WealthTech M&A, the convergence of asset management and technology - and how the value of WealthTech companies has increased as more advisors run remote operations. 

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Behind the Deal With Mark BrunoBy Mark Bruno

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