For this issue of WealthTech Talks, we caught up with Sanya Thapa, Associate Partner of Synpulse, a global management consulting firm within financial industry.
In this interview, Thapa shared their insight into the future of consulting for wealth management clients. Thapa also shared their views on Synpulse's strong focus on supporting clients from strategy to implementation — combining deep industry expertise with strong technology capabilities.
"At Synpulse Americas, we are committed to being the partner of choice for financial services firms navigating change. By combining deep industry knowledge with hands-on execution, we help our clients move from strategy to real outcomes — faster, smarter, and with lasting impact," states Sanya Thapa, Associate Partner of Synpulse USA.
Could you provide a brief introduction to your business?
Synpulse is a global management consulting company with deep roots in the financial services industry.
Founded in 1996 in Zurich, Synpulse began with a clear mission: to bridge the gap between business strategy and technology execution for financial services institutions. From its roots as a boutique consultancy, Synpulse has grown into a global consulting partner, with offices across the Americas, Europe, and Asia-Pacific.
With over 25 years of experience serving wealth managers, Synpulse has helped leading private banks, RIAs, and family offices reimagine their client engagement, advisory processes, onboarding journeys, and digital platforms—positioning itself as a trusted partner in enabling the future of wealth management.
In the wealth management sector, what types of clients do you primarily work with and target
Synpulse serves both established and emerging players in the wealth management ecosystem — from global private banks to agile RIAs and platform innovators — helping them design and execute strategic transformations that elevate client experience, compliance, and business growth.
Why do your existing and target clients choose to work with you? What makes your solutions relevant and distinct from your competitors?
Synpulse is chosen by clients who want a smart, hands-on partner — not just a polished presentation.
Unlike many traditional consultancies, Synpulse does not stop at recommendations. We co-create strategy, design the solution, and implement it — often embedding our teams within client organisations to deliver results end-to-end.
We do not leave behind a slide deck — we stay until the system is live and the team is ready.
What is next for your business? Can you share the firm's current focus and future plans, such as product development, market expansion, and strategic goals?
Synpulse is in a high-growth phase, expanding rapidly in the Americas and globally as we work with a more diverse set of financial institutions. Our strategy is to offer a fully integrated solution — combining business consulting, tech implementation, and managed services — so clients can move from strategy to execution with one partner.
We are also doubling down on AI, not just to ride the wave, but to solve specific, real-world problems in wealth management. We’re carving out a niche in practical GenAI and broader AI enablement by doing what we’ve always done well: bridging the gap between vision and delivery.
Based on your experience in the wealth management sector, what key opportunities and challenges do you foresee for firms today and in the next three years?
With the rapid evolution of AI and emerging technologies, wealth management firms are at a unique crossroads — they recognise the need to modernise their tech stacks, but many are still figuring out how to do it effectively. There is strong momentum toward building integrated advisory models that deliver more collaborative, digital-first, and interactive experiences, ultimately guiding clients along the full wealth continuum and into advised relationships. At the same time, the ecosystem is becoming more complex, with heightened regulatory scrutiny and rising client expectations. This creates both a challenge and an opportunity. Synpulse is helping firms define what the future of advice looks like — combining strategic clarity, modern technology enablement, and robust risk and compliance frameworks to make that future real.
About Synpulse
Synpulse is a global professional services company and a valued partner of leading players in the financial services and related industries. We optimise the proximity to our clients and deep domain expertise to create sustainable value using technology as a business driver. Leveraging our strong network of over 100 ecosystem partners, we accompany our clients throughout their transformation journey – from strategy and development to implementation and management. With our tech powerhouse, Synpulse8, we collaborate with our clients to co-create digital experiences with innovative technologies and proprietary methods. Synpulse is powered by the passion and commitment of its more than 1200 employees from 21 offices who come from over 30 countries.
For more information, click here to view Synpulse Management Consulting's profile.
About the WealthTech Talks Interview Series
In the WealthTech Talks interview series, we interview senior executives from leading wealth management firms, solution providers, and WealthTech influencers to learn more about them, their journey, their perspectives on the market, and how they see the future of wealth management.
Read the latest editions in the series below!
