Home » Sixth annual WealthTech100 list names the companies transforming the world of wealth and asset management

Sixth annual WealthTech100 list names the companies transforming the world of wealth and asset management

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The prestigious ranking distinguishes the most innovative tech providers transforming the operations of investment firms, private banks and financial advisors

LONDON, UNITED KINGDOM, April 3, 2024 /EINPresswire.com/ — In its sixth edition, the WealthTech100 shines a spotlight on the WealthTech companies that every player in the wealth management industry should know about. The finalists were picked by a panel of analysts and industry experts. The judges were tasked with reviewing a list of over 1,300 businesses, with FinTech Global providing detailed information on each company to aid the decision process.

To make the list, the panel looked for companies that are helping address some of the biggest challenges and opportunities within wealth management. The list highlights the leading companies in areas such as client acquisition, financial planning, portfolio management and digital brokerage.

The proliferation of digital services has transformed the way individuals want to manage their finances. Coupled with a tech-savvy younger generation, financial institutions have needed to change how they operate, moving towards quick and streamlined experiences that put customers at the front.

FinTech Global director Richard Sachar said, “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.”

Some of the world’s leading companies on the 2024 WealthTech100 include:

Abbove: pan-European wealth planning technology platform that helps financial institutions to integrate and scale goal-based wealth advice in its client offering

additiv: partners with institutions to evolve their business model and transform their offerings with innovative wealth management, banking, credit, and insurance solutions

Behavioural Finance: creates bolt-on automated engagement tools for banks, insurers and wealth managers which promote their wealth management services to their users

CAIS: the pioneer in democratizing access to and education about alternative investments and structured notes for independent advisors, asset managers, and bank issuers

Croesus: a leading WealthTech offering highly secure solutions for portfolio management, portfolio rebalancing, risk and compliance management, and API integration

DriveWealth: pioneered fractional equity trading and provides Brokerage-as-a-Service, powering embedded investing and trading experiences to 100+ partnerships around the world

ERI: provider of the OLYMPIC Banking System® – an integrated, real-time, front to back banking and wealth management technology platform

Expersoft Systems: provides complete front/mid/back technology solutions, hosting, and delivery services for private banks, wealth & asset managers, and family offices

Finaplus: The first full-service SaaS-platform for true Wealth-as-a-Service – shaping the future of Wealth Management with 25+ years of experience

Finfox: a leading omnichannel solution for hybrid investment advice, combining an efficient setup for the bank with a personalized client experience

GrowthInvest: the Alternative Investment Platform. Making tax-efficient, alternative and private market investments more accessible to wealth managers, financial advisers, and their clients

Harvest: software editor and digital solutions creator for wealth management and finance professionals

IRALOGIX: its unique technology enables clients to profitably expand their wealth business while providing better products with institutional quality investments for everyone

Lumenai: an AI overlay provider enabling asset managers, broker-dealers, and platforms to deliver tailored, alpha-seeking investment overlays powered by AI

M-Files: the leading platform for knowledge work automation. With the M-Files platform, knowledge workers can find information faster, work smarter, and achieve more

Morningstar Wealth: the ByAllAccounts data network is breaking down barriers to streamline the flow of data across the industry, connecting WealthTechs, home offices, and data providers

NICE Actimize: the leading global provider of financial crime, risk, and compliance solutions, including SURVEIL-X Sales Practices & Suitability

Ortec Finance: translate clients’ personal financial goals into a suitable investment strategy using institutional-grade economic scenarios and proactively monitor advice with OPAL

Profile Software: a global provider of market-proven financial software solutions to the Investment Management and Banking industries

Prometeia: leading provider of wealth, asset and risk management consulting, software solutions and data to the financial sector

PureFacts: end-to-end Revenue Management helping wealth management, asset management and asset servicing firms manage, optimize and grow their revenues

Temenos: the leader in banking software offers Temenos Wealth, the go-to software solution for the Wealth Management industry

A full list of the WealthTech100 and detailed information about each company is available to download for free at www.WealthTech100.com.

Mariyan Dimitrov
FinTech Global
+44 7508010940
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