Personalised Advice for the Masses

The financial services industry is undergoing a profound shift. Tailored financial advice, traditionally the preserve of the wealthy, is now being democratised through AI, Open Banking, and digital infrastructure.

In our latest white paper, Apis Partners explores the powerful convergence of technological innovation, market demand and social need, and how it is unlocking an underserved mass-market worth billions.

We are witnessing a generational inflection point: from banks to digital wealth platforms, scalable personalisation is redefining how individuals build wealth, make decisions, and access long-term financial wellbeing.

What’s inside:

• The quantifiable economic value unlocked through personalisation
• Case studies from Moneybox and Nubank
• How LPs, portfolio companies, and advisors can lead in the age of mass personalisation