The wealth management industry has massively changed in the past few years due to the democratization of wealth management services, generational wealth transfer, rise of unconventional asset classes, and increased demand for hyper-personalized services. High Net Worth Individual (HNWI) clients are increasingly demanding that innovative products such as cryptocurrency and ESG-compliant sustainable investments to be included in their portfolios. Robo-advisors are also offering personalized advisory services at affordable prices. Technology intervention is driving a shift in wealth management services, with the digital advisory model enabling innovative ways of customer interaction.

Wealth management technology providers are developing end-to-end comprehensive solutions to enable exhaustive coverage of the entire value chain. They are also building a strong partnership ecosystem with WealthTechs, FinTechs, and hyperscalers to expand their market reach. Enterprises are acknowledging the changing demand trends and are differentiating themselves by offering innovative products and hyper-personalized services.

This compendium provides detailed and fact-based snapshots of 16 wealth management technology providers. Each profile provides a comprehensive picture of the provider’s vision & capability and market impact. The compendium will enable providers to benchmark their capabilities against their peers, while enterprises will be able to assess the providers based on their desired set of capabilities.

Scope

• Industry: wealth management
• Geography: global

Contents

In this report, we evaluate wealth management technology providers on their:

• Company overview
• Recent partnerships and acquisitions
• Proprietary IP/solutions
• Market adoption and capabilities
• Client portfolio mix
• Key offerings and investments
• Client success stories
• Key strengths and limitations

Membership(s)

Banking and Financial Services Information Technology

Sourcing and Vendor Management