The Word on WealthTech for April 2025

Published on May 2, 2025

F2 Strategy's co-founder and executive chairman provides his take on the most important wealth management technology news of the last month.

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"Soft" Data Hits Hard: Why Does Sentiment Matter?

May 2, 2025
University of Michigan Consumer Sentiment is a so-called "soft" report, not reflecting "hard" data like GDP or CPI. It moved markets recently, so how much attention should investors pay?

Arta Finance: An AI-Powered Private Bank for the HENRYs

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Ceasar Sengupta has big ambitions for his “digital family office to the world.” Backed by $90 million in venture capital, he’s starting with low-minimum, private-bank-style investments for millennial millionaires.