What will define the WealthTech sector’s success in H2 2026?

July 24, 2026

It has been an unpredictable year and it looks like that trend will continue for the rest of the year. As firms enter the second half of the year, what will be at the top of their priority lists?

FinTech Global recently sat down with experts from the WealthTech sector to get their thoughts on what factors will shape the WealthTech sector over the coming years. They were all asked what should be at the top of the priority lists for wealth management firms and what the next six months need to deliver for the WealthTech sector to call it a successful year.

For Jurgen Vandenbroucke, Managing Director at everyoneINVESTED, the combination of decision science and data science should be the main priority for wealth managers over the coming months. He explained that it is possible to create decision science-based applications that generate data through client engagement, which is something firms are craving.

He said, “We believe that in a digital way you can create valuable data by engaging screens based on decision science and the other way around. Once you have the data you can use them to build smarter screenings, meaning screen flows that have a higher completion rate simply by using the data that you have on the client’s preferences and using that data to dictate and guide you on how to present factual information in such a way that it optimally uses the screen of a smartphone in order to inform the client, give emotional mindset to the client and ultimately get the client to the next screen or next part of your process.”

One technology that has dominated the whole FinTech sector is AI. OVer the past few years, firms have been exploring, experimenting and building tools they can use to transform their operations. The technology is not going anywhere and is where Friedhelm Schmitt, Co-Founder & CEO fincite, believes wealth managers should be focusing.

He noted that wealth managers should be preparing for the use of AI. Rather than assuming the technology will not be relevant, they should start working to ensure they can leverage it when the time comes. This means starting to improve the data and wealth aggregation.

He said, “I am convinced wealth aggregation is going to come. It’s going to be there eventually and it’s not going to be just a dashboard feature, but it’s really going to be the basis and foundation for advice. If you’re just seeing a fraction of what your client actually owns, then you’re basically blind.”

Fredrik Davéus, CEO and co-founder of Kidbrooke, on the other hand, sees the priority for wealth managers in the coming months being the reduction in friction between insight and action.

“Talking to our customers and potential customers, it’s clear that less friction has a pretty well documented effect on profitability and finance. So many firms have data and many firms have analytics, but the question is whether those insights actually reach customers in a way that helps them make decisions and act upon them.

As such, Davéus encourages wealth managers to focus on providing timely, relevant and actionable guidance, rather than just supplying them with information. Those that can achieve this will be those that grow faster over the coming years, Davéus stated.

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