« Back to Glossary Index

    The FinTech segment that focuses on using technology such as AI and Big Data to improve wealth management and the retail investment process, as well as offer an alternative to traditional wealth management firms. For example, see robo-advisory.

    « Back to Glossary Index
    Previous articleUnderbanked
    Next articleAbsolute Return
    Justin Chan
    Dr Chan founded DataDrivenInvestor.com (DDI) and is the CEO for JCube Capital Partners. Specialized in strategy development, alternative data analytics and behavioral finance, Dr Chan also has extensive experience in investment management and financial services industries. Prior to forming JCube and DDI, Dr Chan served in the capacity of strategy development in multiple hedge funds, fintech companies, and also served as a senior quantitative strategist at GMO. A published author at professional journals in finance, Dr. Chan holds a Ph.D. degree in finance from UCLA.