How Robo Advisors are Capturing the Wealthy

At first a tech-only offer with a strong emphasis on complete automation, robo advisory has since branched out into the (human) advisor field and so-called “hybrid” platforms are starting to dominate the scene. Originally, automated investments were targeted at the mass affluent investor; however, these services have rapidly evolved and diversified to appeal to wealthier clients.

This flash report examines how robo advisory offerings are expanding their services to suit the complex and diverse financial needs of high net worth clients. The report also identifies approaches tailored to specific segments within high net worth and provides examples of robo advisory offerings that cater to wealthy clients.