Financial Technology

Wealth management: How portfolios can be automated, yet personalized

Quantifeed’s Alex Ypsilanti explains how technology can change the way investment portfolios are built and elaborates on his outlook for fund-raising activity to develop the company’s business.

Wealth management, not too long ago, was mostly about financial planning and investment management that targeted the well-heeled. Technology, and the Covid-19 pandemic, seem to be changing that premise.

Alex Ypsilanti, co-founder and chief executive of Quantifeed, says wealth management can be an effortless experience for everyone, even those who aren’t wealthy or sophisticated investors, thanks to technology that can help with better identifying the objectives of individual investors and tailoring a personalized investment portfolio for specific needs. Quantifeed is a business-to-business technology vendor that works with banks and other financial intermediaries to offer wealth management services, powered by robot-technology, to their customers.

In an interview with...

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