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Lots of embedding pitches. Everyone is riding the wealth creation wave
Embedded finance has been around forever. Embedding all types of financial technologies. As wealth management has seen a lot of VC interest across the technology stack, I am see more and more wealthtech embedded solutions and pitches.
Embedded tax and tax advisory
Embedded mortgage brokerage
Embedded alternative lending solutions
Embedded derivatives recommendations
Embedded travel & perks
The list goes on and on. It also makes a lot of sense in many cases. The large and small independent wealth managers can’t compete or offer everything a private bank with wealth management can offer. Now, with all these embedded solutions, the competitive landscape is changing. The ability to embed and leverage AI to recommend and find opportunities for your clients is huge.
More money, more stickiness, more value, more efficiencies, more reasons to pick up the phone or send an email to a client with something to discuss! Social Leverage has been quietly investing in the wealth management & wealthtech space going back to our Fund III, and continue to look at new opportunities in Fund V. We like wealth management, have a big RIA network, and have tons of LPs in and around the space. We also love finding solutions that solve a problem we have personally!
Today’s sponsor, Kalshi, is also a partner to Fund IV portfolio company Fiscal.ai for Financial KPI markets. For example, how many deliveries will $UBER ( ▼ 0.24% ) or $DASH ( ▼ 1.74% ) do next quarter?!
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