Fintech Investing 2023

As an advisor who relies on technology to power his practice, the 2023 Financial Planning Rising Star award winner explains why he decided to start backing wealthtech firms that create tools for planners.

High interest rates, low volatility and conservative investors have transformed the dealmaking environment for startups. But insiders say the dark clouds that once watered wealthtech's money trees come with a few silver linings.

The serial entrepreneur and startup investor says loyalty and trust will go a long way as the "free money" runs dry.