Digital B2B Wealth | Alex Ypsilanti, Quantifeed | Ep. 90

Alex Ypsilanti is CEO of Quantifeed, a Hong Kong-based wealthtech company that helps financial institutions with digitalized wealth solutions, for private and retail banks’ relationship managers, for asset managers (the manufacturers of fund products), and for financial advisors serving high-net-worth clients.

He spoke with DigFin‘s Jame DiBiasio about trends in B2B wealthtech and how Quantifeed navigates relationships with its clients; the ongoing drive for growth; issues around data and insight; and how he sees the interplay with specialist B2C wealthtech companies.

Ypsilanti provides a window into how fintech is growing in Asia and in Europe, with Asia’s major financial centers growing into enormous wealth booking centers, and Europe continuing to lead in sophistication.

• TImecodes:
• 0:00 – Alex Ypsilanti
• 1:31 The Quantifeed story
• 3:25 – B2B versus B2C wealthtech and building tools for RMs
• 5:19 – Balancing a SaaS business model with client customization
• 7:34 – Managing relationships with large financial institutions
• 9:10 – Profitability and finding new growth drivers
• 12:24 – RMs and banks’ internal AI and data capabilities
• 16:00 – LLMs: roles, responsibilities, and areas of maximum impact
• 19:26 – Quantifeed’s consumer-direct business versus B2C fintechs
• 21:45 – Working with bank-owned clients and data
• 23:07 – Alternative investments and digital assets
• 24:40 – The future for the Quantifeed business and 2025 challenges