WealthTech 100

The world’s most innovative WealthTech companies that every leader in the wealth and asset management industries needs to know about in 2023

About the list

The WealthTech100 is an annual list of 100 of the world’s most innovative WealthTech companies selected by a panel of industry experts and analysts. These are the companies every leader in wealth and asset management, private banking and financial advisory needs to know about as they consider and develop their digital transformation strategies and new customer propositions.

The previous WealthTech100 lists received widespread attention. Companies that won places on the list generated huge awareness among investment firms and the wider asset management community. Many were approached directly by financial institutions and asset managers while others got a warmer reception from prospective clients and partners.

Following the success of the prior rankings, the selection process for the WealthTech100 for 2023 is now open. The list will help senior management and compliance professionals evaluate which solutions have market potential and are most likely to succeed and have a lasting impact on the industry.

Process

RESEARCH WEALTHTECH UNIVERSE

Analyse the universe of WealthTech solution providers on FinTech Global database and external sources

Nominate companies

Shortlist candidates that meet criteria along with companies nominated via the website

Conduct Interviews & Survey

Undertake in-depth interviews or surveys with founders and CEOs of shortlisted companies

IDENTIFY WEALTHTECH100

Determine which companies excel in terms of the criteria and can be classified as WealthTech innovation leaders

Publish

Announce results to media and finalists

Criteria

The criteria assessed by the Advisory Board and FinTech Global team to make the final selection include the following:

  • Industry significance of the problem being solved
  • Growth in terms of capital raised, revenue and customer traction
  • Innovation of technology solution
  • Potential cost savings, efficiency improvements, impact on the value chain and/or revenue enhancements generated for clients
  • How important is it for executives in asset management, private banking and financial advisory to know about this company?

Timeline

9 January
Nominations open
3 February
Nominations close
6 February
Research of shortlisted companies starts
10 February
Research ends
14 February
Winners chosen by advisory board
4 April
Winners announced

FAQS

WHAT IS THE DEADLINE?
Interview and survey responses must be completed by 3 February 2023.

WHY SHOULD MY COMPANY PARTICIPATE?
If your company provides an innovative WealthTech solution, which wealth and asset managers need to know about, inclusion in the report will maximise awareness of it among prospective customers and partners.

WHO IS THE LIST DESIGNED FOR?
Senior executives and investment professionals at asset and wealth management firms, private banks and financial advisers as well as CEO and founders of WealthTech companies and advisory firms that need to know which are the leading solutions in the sector.

HOW WILL COMPANIES BE RANKED?
Companies will be assessed according to the criteria defined above. The Top 100 will not be ranked against each other. The objective is to make sure the 100 most innovative WealthTech companies get attention from the institutions and advisors that should be aware of them.

DOES MY COMPANY NEED TO PAY TO BE INCLUDED IN THE RESEARCH?
Profiles will be included for companies that are assessed to be in the final 100 list. There is no charge to be included in the research study.

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About FinTech Global

FinTech Global is the world’s leading provider of FinTech information services, B2B media products and industry events.

We inform, promote and connect FinTech buyers, sellers, investors and innovators worldwide.

We serve a network of over 300,000 FinTech professionals from market-leading organizations – financial institutions, technology innovators, corporate investors, venture firms and expert advisory firms. We enable them to get the information they need to make better business decisions and to connect and engage with the people and organisations they want to do business with.

For more information, please visit: www.FinTech.Global