The new WealthTech100 list announces the FinTech companies transforming wealth and investment management and private banking


The fourth annual WealthTech100 list for 2022 is launched today by specialist research firm FinTech Global. The prestigious ranking recognizes the world’s most innovative technology solution providers that address the digital transformation challenges and opportunities faced by investment firms, private banks and financial advisors.

The WealthTech sector has experienced huge growth in recent years as the surge in online usage and customer demand for best-practice digital experience have accelerated innovation. The global WealthTech market is projected to reach $11.9bn by 2030.
The process to identify the 100 WealthTech innovation leaders was more competitive than ever this year and over 1,200 companies were considered for inclusion. A panel of analysts and industry experts voted for the 100 finalists by assessing the impact those companies are making by using technology to solve a significant industry problem, or to generate efficiency improvements across the investment value chain.
According to Richard Sachar, a director of FinTech global, “The rise of digital distribution channels and online financial products has opened new client segments for investment firms and financial advisors. Businesses that fail to keep up with the latest technologies and innovation will be less competitive and lose market share over time. The WealthTech100 list helps senior decision-makers filter through all the vendors in the market by highlighting the leading companies in areas such as client acquisition, financial planning, portfolio management and digital brokerage.”
Some of the world’s leading companies in the 2022 WealthTech100 include:
AIFMetrics: plug & play cloud-hosted, white-labelled platform empowering alternative asset managers to digitally transform into new client segments; augmenting AUM
CAIS: the first truly open marketplace for alternative investments, where financial advisors and asset managers can engage and transact directly on a massive scale
Docupace: platform focused on digitizing and automating operations in the financial advice and investment industries to reduce back-office expenses
Doxim: communications technology leader providing personalized, omnichannel document solutions and transforming experiences to strengthen engagement across the lifecycle in financial and regulated markets
FamilyWealth: digital advisory firm using technology to enable financial advisers to compete and win against wire houses and fintechs
FinaSoft: offers solutions for mapping of digital communication and customer interaction along with complete client onboarding and investment advice process
Flanks: wealth Management SaaS solution that automatically aggregates the position and operation of your clients into your reporting tool
GBST: provides innovative back-office technology solutions and digital services to the wealth management sector globally
GrowthInvest: technology platform on a mission to make investing in alternative assets simple and accessible
Hexaview: offers a fully-featured wealth management reporting software for financial advisors to optimize the cumbersome process of financial reporting
InvestCloud: global company specializing in developing first-class, digital platforms that enable the development of financial solutions, pre-integrated into the Cloud
InvestSuite: helps financial institutions realise their digital wealth transformation journey, democratise wealth management and create the most delightful investing experiences
Ledgex: the first comprehensive fintech platform designed with family offices in mind
NICE Actimize: the leading global provider of financial crime, risk, and compliance solutions
Openfinance, BME’s Fintech: an expert in Wealth Management Solutions with 20 years of experience in the digitization of investment processes of financial institutions
Ortec Finance: the company’s OPAL solution facilitates goal-based planning and monitoring of clients’ goals and improves investment decision making
PaxFamilia: holistic advice platform that helps financial institutions understand and serve their clients with the right solutions at the right time
PSplus: the leading partner for individual Wealth Management Solutions whether for Family Offices, Asset Managers, Banks, or Foundations
PureFacts: develops software that helps financial services firms increase revenue, reduce risk, and deliver better outcomes to their clients
QPLIX: digitizes the management of complex financial assets by mapping the entire range of liquid and illiquid asset classes
Refinitiv: provides wealth firms with world-leading content and intuitive workflows that deepen client engagement and optimize business performance
Sentifi: detects investment signals in over 500M+ tweets, news, forums and blogs daily with a sophisticated, proprietary AI engine
TelosTouch: a connected experience platform for institutions, advisors and clients to personalize services, increase loyalty and accelerate revenue
Tindeco: enables wealth and asset managers to offer highly customised investment solutions in a scalable manner
Velexa: investing technology platform empowering financial institutions to capitalise on the demand for modern and ubiquitous investing solutions by new-generation investors
WealthObjects: helps firms launch modern fully automated or hybrid digital business models in investing and savings as a B2B financial technology partner
A full list of the WealthTech100 and detailed information about each company is available to download for free at

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