Third annual WealthTech100 list announces the tech companies transforming the global investment and banking industries


The 2021 WealthTech100 was launched today by specialist research firm FinTech Global. The prestigious list recognises the world’s most innovative tech solution providers addressing the digital transformation challenges and opportunities faced by asset managers, private banks and financial advisors.

The WealthTech industry has grown dramatically over the last four years as new digital services to manage personal finances, access investment markets and provide financial advice replace traditional industry models. Total investment in the sector has more than tripled since 2016 from $2.8bn to $9.3bn at the end of 2020, according to figures published by FinTech Global.

As a result, this year’s process to identify the leading 100 companies in the WealthTech space was more competitive than ever. A panel of analysts and industry experts voted from a list of over 1,000 businesses. The finalists were awarded a place on the list for their innovative use of technology to solve a significant industry problem, or to generate cost savings or efficiency improvements across the investment value chain.

According to Richard Sachar, director at FinTech Global, “Established banks and investment firms need to be aware of the latest innovations to remain competitive in the current market, which is heavily focused on digital distribution and increased use of customer data, and even more so post Covid-19. The WealthTech100 list helps senior management filter through all the vendors in the market by highlighting the leading companies in sectors such as client acquisition, financial planning, portfolio management and digital brokerage.”

The leading companies that were awarded a place on the WealthTech100 include:

AlgoTrader: provides institutions and professional traders with quantitative trading solutions including order and execution management for digital and traditional assets

Doxim: communications technology leader providing omnichannel document solutions and transforming experiences to strengthen engagement across the lifecycle in financial and regulated markets

Etops: offers ecosystem for the financial industry which includes operational services, multi-bank reports, interactive dashboards, compliance solutions, PMS and CRM systems

FinTech Automation: automates financial institution’s front, middle, and back-office and integrates fintech solutions and services into their product sets

GBST: provides technology to the global wealth sector enabling firms to streamline operations, rapidly launch new products and engage your customers

HUBX: helps scale institutions’ private placements and deal syndication activities by simplifying workflows and leveraging data to accelerate digital transformation

Kidbrooke: B2B financial analytics APIs, helping organisations create the seamless financial services of tomorrow

Movius: а unified cloud-based communication solution used by leading financial institutions for compliant voice, text, and WhatsApp messaging

Ortec Finance: delivers leading technologies and solutions, enabling financial institutions to manage the complexity of investment decision-making

PaxFamilia: digital wealth planning platform that helps financial advisors serve their clients with a structured and holistic approach to their finances

Smarsh: provider of capture and archiving technology and services aimed at highly regulated industries with strict compliance and e-discovery requirements

Strategy Marketplace: tactical Robo Advisory platform helping financial advisors hedge their current investment strategies and diversify clients’ portfolios

SwissQuant: one of the first Wealth Management Platform to fully integrate ESG systematically throughout the entire portfolio construction and advisory process

TelosTouch: elevates client experiences with digital tools and empowers advisors with actionable insights

Tindeco VISION: enables wealth managers to implement highly scalable operating models so that they can efficiently offer customised investment solutions

TrueLayer: Europe’s leading open banking platform, providing global financial connectivity through open APIs

Wealth Dynamix: provides intelligent end-to-end Client Lifecycle Management solutions solving the complex requirements of client acquisition, onboarding and ongoing relationship management

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 can be found at More detailed information about the companies is available to download for free on the website.

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