FinTech Global Shines A Light On Wealth Management Innovators In The Seventh WealthTech100
A specialist research firm, FinTech Global has released the seventh iteration of its WealthTech100 list, spotlighting the world’s leading tech firms revolutionising the investment and financial advisory space.
As the industry navigates seismic shifts—spanning changing client demands, the massive wealth transfer, regulatory demands, and tech advancements—the 2025 WealthTech100 details some of the pioneers creating adaptable solutions tailored to the changing demands of private banks, asset managers, and financial advisors.
The global WealthTech market continues to grow in size and stature. Recent research from Technavio found that the market size for global WealthTech solutions is estimated to grow by US$6.08bn from 2024-2028, growing at a CAGR of 14.11 per cent over the forecasted period.
An expert panel from FinTech Global evaluated over 1,200 companies, narrowing it down to 100 exceptional firms that showcased inventive tech applications to tackle pressing industry problems or boost efficiency throughout the wealth management ecosystem. The list aims to spotlight the 100 WealthTech players that every investment industry leader needs on their radar in 2025.
The ongoing great wealth transfer is pushing firms to rethink how they connect with future clients and deliver value, spurring wider use of technology that enables ultra-personalized services, access to novel asset classes, and stronger client relationships. With a crowded field of WealthTech options, the WealthTech100 serves as an essential roadmap for firms seeking clarity.
FinTech Global director Richard Sachar said, “This year’s selection process was more competitive than ever. With clients expecting hyper-personalised digital experiences and global events continuing to test market resilience, firms can no longer rely on legacy systems or reputation alone. The 2025 WealthTech100 will help senior decision-makers in the investment industry identify the solution providers who can transform their businesses and help them stay ahead in this highly dynamic market.”
Here are just some of the standout companies that feature in this year’s list:
Abbove, a family-centric wealth advisory platform enabling advisors to deliver personalised, goal-based advice and connect with the next generation. Last year, the firm announced a strategic partnership with Simulabox, a leading French tax and estate simulation software.
additiv, a business that enables firms to innovate, automate, and scale financial services—transforming business models, expanding distribution, and reducing costs from a single platform. The firm recently announced a strategic partnership with PT Trimegah Asset Management, one of Indonesia’s largest asset management firms.
CAIS is the leading alternative investment platform for independent financial advisors. The firm recently introduced CAIS Models Marketplace, a centralized hub developed to streamline access to alternative investment model portfolios.
Meanwhile, Croesus is a leader in innovative WealthTech providing accurate, robust, high-performance and secure solutions for efficient, hyper-personalized and compliant portfolio management and rebalancing. The firm recently announced the appointment of Jean Lavigueur as a new member of its Board of Directors.
Finfox is a leading digital platform for hybrid wealth management, ensuring an engaging, regulatory-compliant, and seamless advisory experience across all channels. ERI is a provider of the OLYMPIC Banking System® – an integrated, real-time, front to back banking and wealth management technology platform.
Also chosen for the list were Expersoft Systems and Finaplus. The former is a global provider of wealth management platforms for banks, asset managers, family offices and independent wealth managers. The latter is a Wealth-as-a-Service firm that is striving to shape the future of wealth management.
Fincite is a European WealthTech software provider empowering financial institutions to provide digital investment services – from onboarding to reporting – to their clients. The company recently released the Wealth Radar 2025, detailing some of the key trends within the WealthTech industry.
FIS Global a leader in financial services technology, advancing the way the world pays, banks, and invests. Meanwhile, Fundpath is a WealthTech transforming investment distribution through smarter connectivity.
London-based GrowthInvest is focused on making tax-efficient, alternative and private market investments more accessible to wealth managers, financial advisers, and their clients.
Infront is a firm focused on helping financial professionals manage portfolios, trade, access market data, serve clients and stay compliant – all in one integrated platform. IntelliTrade is providing efficient and cost-effective solutions for managing and trading financial products, and managing financial data
IRALOGIX enables clients to profitably expand their wealth business while providing better products with institutional quality investments for everyone. Keenai Pulse offers an adaptive command Center for Single Family Offices — engineered to see ahead, stay in control, and move with intelligence.
Lumenai is a quantitative and AI investment manager helping family offices, advisors, and asset managers create hyper-custom, alpha-seeking investment portfolios. MSCI Wealth Manager offers portfolio management for wealth management firms to deliver personalized client proposals & portfolios at scale.
Nextvestment is transforming wealth management with Generative AI — scaling personalized advice and making premium guidance accessible to all. Prometeia is provides advanced wealth management software and data solutions, serving 500+ financial institutions in 20 countries since 1974.
Ortec Finance translates clients’ personal financial goals into a suitable investment strategy using institutional-grade economic scenarios and proactively monitor advice with OPAL.
PureFacts offers an end-to-end revenue management service helping wealth management, asset management and asset servicing firms manage, optimize and grow their revenues. QPLIX is transforming wealth management with top-tier software, providing scalable, data-driven portfolio management solutions for financial professionals.
STRATxAI is a WealthTech harnessing Quantitative Intelligence to deliver custom model portfolios and actionable investment insights.
TaxStatus is a firm that provides frictionless access consent-based IRS tax data to provide wealth firms a comprehensive financial picture for their clients. The firm recently launched its Financial Baseline Report – a tool that empowers financial professionals with a comprehensive view of a client’s financial standing with data sourced directly from the IRS.
Univeris is a firm that delivers future-ready WealthTech solutions that automate workflows, ensure compliance, and drive sustainable growth.
WealthObjects is an intuitive all-in-one wealth platform with CRM, Financial Planning, and Investor Portals to help operate every business cost-effectively. Earlier this year, it partnered with CISI as a financial planning supporter.
The full WealthTech100 list, including detailed profiles of each company, is now available for A full list of the WealthTech100 and detailed information about each company is available to download for free at www.WealthTech100.com.
