WealthTech 100

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

About.

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.

There’s plenty of interest and hype about WealthTech in the marketplace, but much of it is superficial, incoherent or self-serving and fails the needs of decision-makers in incumbent financial institutions who require independent, facts, figures and analysis.

The WEALTHTECH 100 list will help senior management 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.

Process.

RESEARCH WEALTHTECH UNIVERSE

Analyse 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 WEALTHTECH 100

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 include the following:

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

Time Table.

November – December
Research WealthTech Universe
14 January
Nominations open
28 February
Nominations close
1 March
Research of shortlisted companies starts
10 March
Research ends
14 March
Winners chosen by advisory board
27 March
Winners announced

FAQS.

WHAT IS THE DEADLINE?
Interview and survey responses must be completed by 28 February 2019.

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 WealthTech space.

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.

INSURTECH News.

‘Pay-per-mile’ InsurTech Metromile collects $90m in Series E

Metromile, a car insurance platform with a pay-per-mile model, has closed its Series E on $90m.

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Global InsurTech funding gained traction in 2017 with $2bn capital invested

The loss of momentum in global InsurTech investment after 2015 was simply due to the volatility of large deals

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MTech Capital holds $75m first close for debut fund

InsurTech-focused venture capital firm MTech Capital has held the $75m first close for its debut fund.

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FinTech Global.

FinTech Global offers the most comprehensive data, the most valuable insights and the most powerful analytical tools available for the global FinTech industry.

We work with market leaders in the FinTech industry – investors, advisors, innovative companies and financial institutions – and enable them to get the essential intelligence they need to make superior business decisions.

We cover every industry development, every investment, every exit and profile of every company in every FinTech sector around the world.

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