The Short Answer Digital wealth management is exactly what it sounds like — using technology to handle the things a traditional wealth advisor used to do in person. That includes portfolio construction, rebalancing, tax-loss harvesting, performance tracking, and even financial planning conversations. The shift has been happening for over a decade, but 2026 marks a tipping point: global robo-advisory assets under management crossed $2.5 trillion in the first quarter of this year, according to Statista, and the number of people using some form of automated investing tool has surpassed 300 million worldwide. The concept itself isn't complicated. What is complicated…
