The only investment bank focused exclusively on WealthTech. We use our specialized industry knowledge to help firms find the right acquisitions to pull forward items on their roadmap, extend reach, and expand markets. WealthTech may only be about 12% of FinTech, but we believe it is a complicated space full of nuances and undercurrents requiring specific expertise. Visit us at www.wealthtechstrategy.com to see why even the way we are different is different. Registered Representative of and Securities Products offered through BA Securities, LLC Member FINRA (www.FINRA.org) SIPC (www.SIPC.org). WealthTech Strategy Partners LLC and BA Securities, LLC are separate, unaffiliated entities. Any testimonial or endorsement may not be representative of the experience of other customers and is no guarantee of future performance or success.
| Website | https://wealthtechstrategy.com |
| Employees | 9 (4 on RocketReach) |
| Founded | 2023 |
| Industry | Investment Banking |
| Competitors | Betterment, Wealthfront, Acorns, ZestFinance, Personal Capital, Robinhood, Stash, Ally, Merrill Edge, Schwab Advisor Services +46 more (view full list) |
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WealthTech Strategy Partners Questions
Kendrick Wakeman is the Co-Founder and CEO of WealthTech Strategy Partners.
4 people are employed at WealthTech Strategy Partners.
Top WealthTech Strategy Partners Employees
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25+
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Michael Wuest
Vice President at WealthTech Strategy Partners
Fort Collins, CO, US31 -
Mason Morris
Vice President at WealthTech Strategy Partners
Houston, TX, US1 -
Ashton Yates
Incoming Associate at WealthTech Strategy Partners
Fort Collins, CO, US1
