WealthTech 100

The world’s most innovative WealthTech companies that every leader in the wealth and asset management industries needs to know about in 2020

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.

The 2019 WEALTHTECH100 list 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 selection process for the WEALTHTECH100 for 2020 is now open. The 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 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 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 it for executives in asset management, private banking and financial advisory to know about this company?

Time Table.

13 January
Nominations open
21 February
Nominations close
24 February
Research of shortlisted companies starts
13 March
Research ends
19 March
Winners chosen by advisory board
28 April
Winners announced

FAQS.

WHAT IS THE DEADLINE?
Interview and survey responses must be completed by 21 February 2020.

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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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