Request Your Free White Paper Now:

"The Rise of Hybrid Digital Advice in 2025"

Reignite growth in fintech: Discover the hybrid digital advice model shaping the future of embedded investing.

Organic growth has long been the engine of success for fintechs — but that engine is now sputtering. As customer acquisition becomes more challenging, industry leaders are confronting a new reality: The strategies that drove yesterday’s results may not secure tomorrow’s relevance or prosperity.

This whitepaper, The rise of hybrid digital advice in 2025, unpacks the data and trends behind the slowdown in organic growth for fintechs of all types, but especially those that offer embedded investing, including banks, credit unions, consumer brands, wealth management firms, start-up advisory firms, and established broker-dealers.

Drawing on recent research, we explore the key roadblocks stalling expansion, from client saturation and aging demographics to technology disruption and mounting operational burdens.

But this is not a story of decline — it’s a call to action. Inside, you’ll find practical insights and strategies to help you pivot, including the emerging business model that is driving success for some of the leading fintechs. If you’re ready to rethink — and reignite — your growth, this research-driven guide is your first step.

Offered Free by: Apex Fintech Solutions
See All Resources from: Apex Fintech Solutions