Industry Scope

1. Retirement planning services that provide digital tools and specialized guidance to help individuals plan for retirement
2. Companies that combine digital technologies with human advisors to provide holistic wealth management solutions for individuals
3. Providers of digital platforms to simplify the annuity purchase cycle for consumers
4. Digital solutions that help with estate planning
5. Financial planning platforms for advisors
6. Platforms for employers to provide and administer retirement benefits for their staff

1. Platforms focused on financial education and general financial well-being, offered either as an employee benefit or direct to consumer (covered under Financial Wellness Tools)
2. Platforms that offer access to emergency short-term loans (covered under Financial Wellness) or digital lending products (covered under Neo banks)
3. Investment services such robo-advisors, hybrid advisors, direct trading platforms, and B2B wealth management solutions that focus on providing infrastructure to enable such retail trading (covered under Retail Trading Infrastructure)
4. Other employee benefits platforms that cover aspects such as health (covered under Health Benefits Platforms) and other non-financial/non-health benefits (covered under Remote Work: Infrastructure)
5. General life and health insurance products, such as term life insurance, health insurance, or property insurance (covered under InsurTech: Personal Lines)
6. Social platforms, healthcare, and general caregiving apps that are non-financial (covered under AgeTech)