Reports on Digital Banking & Wealth Platforms

Our Digital Banking and Wealth Platforms reports explore how financial services are evolving in today’s digital landscape. These insights cover digital banking platforms, neobanks, trading platforms, and wealth management application trends. Whether you’re launching new products or tracking fintech innovation, these reports provide practical strategies and market data to inform your decisions.

Discover how leading players scale digital banking and wealth platforms, optimize revenue streams, and manage cross-border growth. Topics include neobank business models, AI-driven robo-advisors, hyper-personalization, and regulatory strategies. You’ll also find deep dives on case studies—like how Revolut scaled to 10M users—and analyses of unit economics for fintech operators and investors. Browse below to access both free and premium reports designed to help you lead in the fast-changing world of digital banking and wealth platforms or visit our full Research Shop to explore all available reports across industries.

Growth and Adoption of Digital Wallets, Neobanks, and Trading Platforms

Uncover the drivers behind the rise of digital wallets, neobanks, and trading platforms worldwide. This report details growth trends, user behaviors, and regulatory shifts shaping the future of digital banking.

Case Study: How Revolut Scaled to 10M Users in 10 Years

From currency exchange to crypto to global banking—this case study unpacks Revolut’s growth playbook. Covers product strategy, viral growth, global expansion, and compliance lessons.

The Future of WealthTech: AI-Driven Advisors, Robo-Investing, and Hyper-Personalization

AI is redefining wealth management—this report covers robo-advisors, behavioral analytics, and real-time portfolio tools. Learn how personalization is scaling across fintech. Backed by data and global players.

Neobanks Business Models: Revenue Streams, Risks & Unit Economics

Understand how digital banks like Nubank and Revolut monetize, manage risk, and scale profitably. This report unpacks CAC, LTV, and regulatory strategy across different neobank models. A must-read for fintech operators and investors.

Cross-Border Neobanks: Expansion Strategies and Regulatory Challenges

See how digital banks expand globally while managing localization, compliance, and operational complexity. Covers licensing, KYC, FX models, and scaling playbooks from Revolut, N26, and others. Essential reading for global fintech strategy.

Man analyzing trading chart – digital banking and wealth management tools

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