In|Vest 2018: Innovations & Digital Transformations in Wealth
In|Vest 2018: Innovations & Digital Transformations in Wealth

Boomers are the new Millennials. 401ks are hot. All the major market leaders are looking for the perfect robo + advisor strategy. No one’s actually executed it.. AI is more than a buzzword, but not yet worthy of the hype. Customer acquisition and engagement are on everyone’s mind. Competing technology models are forcing firms to choose a path—soup-to-nuts solution, or a la carte ordering? Partnerships. Blockchain. Chatbots. Beyond TDFs. Innovation, innovation, innovation.

The wealth management industry is at a crossroads, as industry leaders embrace digital transformation. But embracing and rolling out across customer segments are proving to be two very different challenges.

Now in its fourth year, In|Vest 2018 will bring together the entire wealth management industry – those that serve retail customers, HNW, UHNW, digital advisors, insurance, asset managers, investors, all manners of solution providers, and consultants to debate and uncover the solutions that are working today, and on the horizon.

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    The In|Vest 2018 program is designed to keep you ahead of an ever-changing industry and position you for success during the digital transformation of wealth management. Year after year, the event is an unqualified success, attracting nearly 1,000 executives from the U.S. and abroad. Download the brochure today to learn more.

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Featured Speakers
Featured Speakers
Schedule at a Glance
Schedule at a Glance
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Interested in Being a Sponsor or Showcasing Your Product?




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We Make Market Data Easy

Xignite, In|Vest 2018



Company Website:

Questions for Xignite

Product Name



What Does It Do?

Xignite provides market data API and distribution solutions that make sourcing and integrating real-time, and reference market data into FinTech apps easy and more cost-effective than alternative data feeds. Xignite’s APIs cover all asset classes, including Bonds, Derivatives, ETFs, Forex, Futures, Funds, Indices, Metals, Options, and Rates.

What makes your company or product great?

After installing the Xignite CloudAddin, users can easily access billions of financial data points from any of Xignite’s 45 APIs, which cover millions of instruments across all asset classes, including equities, ETFs, mutual funds, fixed income, forex, create data, options, futures, and other derivatives. Users can also stream real-time data into Excel via HTTP by simply by calling an Excel function.

What key challenge does it solve?

Excel is often used by analysts, quants, portfolio managers, and other professionals to perform investment analysis. But pulling market data into Excel can be quite challenging and may require programming skills. Xignite’s new CloudAddIn simplifies extracting and integrating financial data.

Best success story?

Xignite Market Data Cloud Success Story - Personal Capital wanted to create a financial app that would allow customers to manage their net worth with a comprehensive set of analysis tools, planners and calculators. They needed to incorporate a market data feed into their system, but they found that exchanges and most data feed providers required high-capital investment, dedicated circuits, and long-term contracts. Xignite provided exactly what Personal Capital needed - easy-to-integrate REST APIs, flexible volume-based pricing and accurate market data. Personal Capital integrated real-time and delayed quotes, historical pricing of stocks, mutual funds, ETFs, global equities, indices, and more. Personal Capital launched their free financial app and advisory service in 2011. Today more than 1.2 million people use Personal Capital to track almost $275 billion in assets. The company manages over $3 billion in Assets Under Management and has over 10,000 clients with an average of $320 thousand in AUM per client.

Key Executives:

Stephane Dubois, CEO and Founder
Kerry Langstaff, CMO
Ryan Burdick, Sr. VP Sales
Dr. Qin Yu, VP Engineering

Key Customers/Clients:

BMO, BlackRock, Charles Schwab, TIAA, Betterment, Envestnet|Yodlee, FutureAdvisor, Motif Investing, Personal Capital, Robinhood, SoFi, Wealthfront

Key Investors:

QUICK, Starvest Partners, Altos Ventures