Growth Dynamics in Wealth Management: RIA Platform Opportunities

According to Forbes, there are 660 billionaires in the United States. However, after accounting for large family offices and unlisted similar entities, there may be closer to 1,000 billionaires.1 While private banks such as UBS, J.P. Morgan, and Goldman Sachs focus on serving the high net worth community, there is a growing segment of the […]

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Bridge Financial Technology: Streamlining the complex

Why MissionOG invested in this leading portfolio management platform for financial advisors One of our core investment themes is the pursuit of industry-specific SaaS solutions that will create meaningful efficiencies in industries that may have been slow to adopt new technology. A key component in the applications of that theme is an industry’s readiness for […]

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