This week, we put on the Goldman hat and go shopping for companies. We buy a little bit of Folio and sell some Motif. We look at Personal Capital and the $1 billion it wants for its $12 billion of assets. We examine the private markets with Addepar / iCapital and SharesPost / Forge, and then move over to the banking sector. Should we buy Wells Fargo, as rumored, or some digital wallet apps? Read on for how to acquire a best-in-class Fintech.
Wealth advisor Snowden Lane has partnered with Artivest to offer investors easier access to private equity and hedge fund investments; Snowden Lane is an independent wealth advisor with no proprietary product offerings; through the partnership, Artivest will now be the firm's main provider of private equity and hedge fund investments; Artivest provides a curated platform of hedge funds and private equity investments. Source
iCapital Network is a fintech platform serving the asset and wealth management sector; they are now acquiring Artivest, a company...