FinTech Global has released the latest edition of its annual WealthTech100 list, listing the technology providers reshaping the global wealth management industry.
Now in its eighth year, the WealthTech100 identifies leading companies developing innovative solutions to support private banks, asset managers and financial advisers as they navigate one of the most transformative periods the sector has experienced in decades.
Wealth managers are contending with a rapidly evolving landscape driven by rising client expectations, the ongoing “great wealth transfer”, increasing regulatory pressures and the accelerating influence of artificial intelligence.
The opportunity in the market has helped the sector to continue to grow. Recent research from FinTech Global found that global WealthTech funding hit a five-quarter high in Q4 2025, including a 49% YoY increase. A total of $3.6bn was raised across 158 deals during the quarter, compared to the $2.4bn raised through 134 deals in Q4 2024.
The firms named in the 2026 list have been recognised for addressing these challenges through platforms and tools designed to enhance efficiency, expand capabilities and improve client outcomes.
FinTech Global’s research team, alongside a panel of industry experts, evaluated more than 1,300 companies across the WealthTech ecosystem. From this pool, 100 businesses were selected based on their innovation, industry impact and scalability. The resulting list aims to highlight the solution providers that investment leaders should monitor closely in the year ahead.
With the number of technology providers continuing to grow, the WealthTech100 is intended to serve as a guide to the companies driving meaningful change across the sector.
FinTech Global director Richard Sachar said, “Technology has become a non-negotiable within wealth management, becoming an important differentiator. Whether it is improving data collection, insight generation or customer experience, firms are searching the market for the right solutions that can help them grow and retain clients.
“The companies included in the 2026 WealthTech100 are playing a crucial role in helping the industry adapt, providing the technology that will define the future of wealth management.”
One of the company’s listed in this year’s WealthTech100 is Abbove, a family-centric wealth planning platform enabling advisors to deliver personalised, goal-based advice and connect with the next generation. Late last year, the company launched a new AI agent, Mia. The AI-driven agent serves as an intelligent co-pilot for advisors that can read and analyse complex estate documents, automatically extract key information, and assist users in structuring and enriching wealth data.
Another company listed in this year’s list is Croesus, a leading WealthTech providing secure solutions that enable wealth managers to manage portfolios, rebalance investments, and share reports efficiently. Last year, the Canadian WealthTech company launched Croesus Vidia, an AI-powered tool that helps transform client communication within wealth management.
Foundation Source, which provides enterprise-grade philanthropic software and solutions for individuals, advisors, and financial institutions across foundations, donor-advised funds, and planned giving, also made it in the eight WealthTech100 list. The company recently expanded the availability of its Endowment Sub-Accounting capabilities to a wider range of organisations.
GrowthInvest, the Alternative Investment Platform, was also listed in the WealthTech100. The company makes tax-efficient, alternative and private market investments more accessible to wealth managers, financial advisers, and their clients. Last year, the company partnered with Sprint Enterprise Technology’s FINIO data hub to integrate its technology into the intelliflo office, allowing advisors and wealth managers to manage and report their clients’ alternative and tax efficient investments within their back-office systems.
Another member of the WealthTech100 2026 is iPipeline, which provides AI-powered solutions that digitize and automate the life insurance, annuities, and wealth management industries. Last year, the company launched several enhancements to its SSG Digital® platform. The update helped advisers to manage multiple contribution types, including regular premiums, single premiums, and transfer payments,
IRALOGIX, a purpose-built platform that enables clients of all sizes to grow their wealth business and profitably manage any IRA, also returned for the latest WeathTech100. The WealthTech company had several major developments last year, including the launch of a first-of-its-kind digital platform to expand retirement access for small and mid-sized employers. The Workplace Retirement Plan Portal is a digital, white-labelled platform that modernises employer-sponsored IRAs through automation, real-time self-service and seamless data handling.
QUODD, which offers comprehensive market data solutions for global fintech, wealth, investment management, and retirement markets, is another company in the new WealthTech100 list. The company recently revealed Tako, an AI data analysis agent, integrated QUODD’s financial market data into its knowledge graph to enable natural-language access to authoritative real-time and historical market data.
Another WealthTech100 company is Temenos, a leader in banking software offers Temenos Wealth, the de-facto software solution for the Wealth Management industry. Last year, the WealthTech launched what it claimed as the first Responsible Generative AI tools specifically developed for the core banking sector.
Here are some of the other companies to have been listed in the WealthTech100 2026 list:
2ND ENGINE by PICTON Investments brings institutional-grade risk modeling that enables advisors to analyze portfolios at the total portfolio level and identify sources of risk and return.
additiv: enables firms to innovate, automate, and scale financial services—transforming business models, expanding distribution, and reducing costs from a single platform
Behavioural Finance: builds AI-powered compliance automation systems that transforms how wealth management firms produce and validate financial advice.
ERI: provider of the OLYMPIC Banking System – an integrated, real-time, front to back banking and wealth management technology platform.
Finaplus: a pioneer of true Wealth‑as‑a‑Service, draws on its strong industry know‑how to shape the future of wealth management
Fundpath: transforming investment distribution through smarter connectivity.
MSCI Wealth Manager: Portfolio management for wealth management firms to deliver personalized client proposals & portfolios at scale
myFaro: provides the enablement infrastructure that helps independent financial advisors deliver compliant, multi-supplier advice and scale their business.
NICE Actimize: the global leader in financial crime, risk, and compliance solutions, including Compliancentral for suitability, surveillance, and regulatory compliance
PureFacts: provides AI-powered revenue lifecycle solutions helping wealth management, asset management, and asset servicing firms accelerate growth.
QPLIX: transforms wealth management with top-tier software, providing scalable, data-driven portfolio management solutions for financial professionals.
Symphony: secure communication technology company enabling investment firms to prioritize data security, navigate complex regulatory compliance and optimize business interactions
WealthObjects: an intuitive all-in-one wealth platform with AI CRM, Financial Planning, Portfolio Valuations and Investor Portals to help operate your business professionally and cost-effectively
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.
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