Peak XV Partners has invested $35 million in Neo, a fintech startup founded by industry veterans that is increasingly challenging incumbents including IIFL, Edelweiss and Waterfield Advisors, as the largest India-focused VC broadens its bets on wealth and asset management. Neo operates a suite of wealth and asset management services, serving businesses, sovereign and pension funds and large family offices and individuals with ultra-high-net-worth. The firm, which began operations in 2021, has already amassed over a 1,000 customers, said Neo fou ...
You’re one-of-a-kind. So are your family, your career, and your hopes for the future. At Peak Financial, we’re excited to learn about what separates you from…
/PRNewswire/ -- Steel Peak Wealth Management, LLC is pleased to announce the addition of experienced wealth advisor Andrew H. Jacobson. He joins the firm from...
Most people in their peak earning years are pursuing multiple goals at the same time. Learn how to juggle these goals while investing to build wealth.
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PEAK Property Management | LinkedIn 팔로워 47명 | PEAK Property Management: Elevating Your Investments to New Heights in Northwest Arkansas! | At PEAK Property Management, we are dedicated to redefinin...
Peak Asset Management provides financial and retirement planning for busy professionals, divorcees, and people nearing or in retirement.
Wealth Management and Financial Planning
The US wealth management industry experienced a significant contraction in 2022 (Exhibit 1)... the peak. Grappling with shifts in the macro environment is already a stiff challenge for US...
Shaped by persistent inflation, stock market volatility, high interest rates and geopolitical tensions, 2023 was a dynamic and volatile year for wealth and asset managers. As a result of this volatility, 32% of wealth managers saw a decline in revenue, and their concerns about the economy will likely persist into 2024. The same holds true for asset managers, 41% of whom also anticipate revenue declining in 2024. These sentiments are reflected in the attitudes of the average retail investors toda...