The 6th annual WealthTech100 list has been launched by FinTech Global, naming the technology companies transforming the operations of investment firms, private banks and financial advisors.
A panel of analysts and experts voted upon a list of over 1,300 businesses. FinTech Global, a specialist research platform focused on FinTech, compiled the research for the panel.
The list sheds light on the firms that every player in the wealth management industry should know about. The list includes companies tackling significant challenges and opportunities in wealth management, spotlighting leaders in client acquisition, financial planning, portfolio management, and digital brokerage.
“As the great wealth transfer takes place, wealth management firms are seeking ways to update their operations to meet the demands of future customers. While older generations preferred a human-touch, younger generations place quick, simple and digital processes at the top of their requirements. The WealthTech100 list provides senior decision-makers with a guide on the best vendors in the market and practical examples of how the latest AI advancements are transforming the investment industry”