Fintech and Robo-Advisor Consulting

Barbara A. Friedberg, MS, MBA is a leading expert in robo-advisory platforms. She has co-led marketing projects on the future of robo-advising. She consults with existing robo-advisors to help them differentiate their product, message and understand the fintech landscape. Friedberg guides emerging digital investment advisors to test and launch their platforms.

In summary, our services target both emerging and legacy robo-advisor fintech consulting. Consultation topics include website evaluation and review, product analysis, competitive market analysis and custom consultation.

If you’d like to discuss your fintech robo-advisory consulting needs further, please complete the form below.

For immediate contact please email barbfriedberg (at) gmail dot com.


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