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 companies’ 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.
Daniel Rodwell, CEO, GrowthInvest says:
“We are once again delighted to be included in the WealthTech 100 for 2024, and to be recognised for the part we play in driving change and innovation into the world of alternative investments. We passionately believe that alternative asset classes are an essential part of a diversified investment portfolio, and should be accessible, efficient, and transparent to both investors and advisers across the globe.”
He adds;
“We continue to see a dramatic acceleration in technology adoption within the adviser market. Coupled with this is the ever-increasing importance of tax efficient and private investments to advisers and their clients, which continues to drive our growth as the market leader in this space. We continue to experience significant client growth alongside AUA, and we are proud of the deep relationships we build with the UKs largest, most sophisticated and innovative wealth managers. We are sure that our inclusion in the WealthTech 100 again this year will provide us with additional visibility to new clients who require a solution that enables them to scale their tax-efficient and private market advice proposition efficiently.“
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.”
A full list of the WealthTech100 and detailed information about each company is available to download for free at www.WealthTech100.com.
