Wealth Management Products PEAK Matrix® Assessment 2024

The wealth management industry is significantly transforming to meet the complex needs of a diverse client base. By leveraging AI, wealth management firms are enhancing advice accuracy and timeliness through predictive analytics and conversational AI, enabling personalized investment strategies.

This report delves into how firms are using AI to foster hyper-personalization and operational efficiency, thus driving cost management and revenue growth. The integration of sustainable and impact-investing solutions, alongside digital assets and cryptocurrencies, reflects shifting investor values and is reshaping wealth management strategies. We comprehensively analyze the wealth management sector's adaptation to multi-generational wealth transfer and technology transformation, featuring the industry's key providers on Everest Group’s PEAK Matrix^® framework.

In this report, we analyze 17 key providers in the wealth management industry featured on Everest Group’s proprietary PEAK Matrix^® framework.