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.

The list has been updated for 2023 to recognise the next-generation of solution providers shaping the future of the investment industry. The list aims to help senior executives and investment professionals evaluate which digital wealth management and financial advisory models have market potential and are most likely to succeed and have a lasting impact on the industry.

Get detailed information on each company by downloading the WealthTech100 report

A range of factors was considered by the Advisory Board and FinTech Global team to make the final selection including:

• 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?