Wealth management is at an inflection point: $83T in generational wealth is changing hands, clients are expecting more from their advisors, and the opportunity for technology to step in has never been bigger.Insight Partners' Elan Arnowitz, Alessandro Luciano, and Adam Vartabedian dug into how AI is reshaping the industry, and mapped out three phases of adoption: structuring unstructured data, bridging fragmented systems, and moving from interpretation to action.The firms that win won't just hav ...

Insight Partners

Most major GTM motions were unlocked by new infrastructure. CRM for sales-led. Product analytics for PLG. Intent data for ABX.A new one is forming. Insight Partners is calling it Agent-led growth, and the window to get ahead of it is open right now.One data point that puts it in perspective: When developers ask Claude Code to add email functionality, Resend gets chosen 63% of the time. SendGrid, their much larger competitor, gets chosen 7%. Resend didn't win that through sales or marketing. Agen ...

Insight Partners

The conversation around AI Agents in the enterprise has moved fast, but most of the security discussion has focused on identity and not nearly enough on access management.Giving an Agent a unique identity is table stakes. The real challenge is what happens after: dynamic permissions that can't be statically governed, multi-hop delegation that current standards like OAuth weren't built for, and the question of how you monitor not just what an Agent can do, but what it's actually doing.Managing Di ...

Insight Partners