In its sixth edition, the WealthTech100 shines a spotlight on the WealthTech companies that every player in the wealth management industry should know about. The finalists were picked by a panel of analysts and industry experts. To make the list, the panel looked for companies that are helping address some of the biggest challenges and opportunities within wealth management. The list highlights the leading companies in areas such as client acquisition, financial planning, portfolio management and digital brokerage.
FinTech Global director Richard Sachar comments: “As the great wealth transfer takes place, wealth management firms are seeking ways to update their operations to meet the demands of future customers. While older generations preferred a human touch, younger generations place quick, simple and digital processes at the top of their requirements. The WealthTech100 list provides senior decision-makers with a guide on the best vendors in the market and practical examples of how the latest AI advancements are transforming the investment industry.”
“We are honoured to be part of the WealthTech100 2024 list and to be recognised as a leader in current and next-generation solution providers shaping the future of the wealth management industry”, states Tessa Kuijl, Managing Director Global Wealth Solutions at Ortec Finance. “Our inclusion in this prestigious ranking for the sixth consecutive year is a fantastic recognition for our OPAL wealth management and financial planning solution.”
She adds, “Ortec Finance being featured once again in the WealthTech100 can be attributed to having a scalable, client-centric solution, underpinned by our economic scenario analysis method. OPAL assesses the feasibility that a financial plan supports the clients’ financial goals, incorporating the most important uncertainty of the plan: investment risk. This results in more realistic plans that better suit the client, thereby improving and monitoring the trusted relationship with the client.”
A full list of the WealthTech100 and detailed information about each company is available to download for free at www.WealthTech100.com.
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