At the core of The Wealth Mosaic, from its very beginning, has been our global solution provider directory.

It is a single source, covering thousands of solution providers, relevant to a wide range of business needs, for all types of wealth managers, all accessible in one place.

It’s good both for the solution providers positioning their products and services, and for the wealth managers searching for solutions to their business needs, and this is relevant to a fast-changing sector.

Background

As an industry analyst until I started TWM, I was looking at a changing sector, and a few things increasingly stood out:

• The wealth management industry was set for significant change over the coming decades.
• The role of third-party solution providers as enablers to the business strategies and challenges of wealth managers would be central to the industry’s delivery.
• No-one had a solid view of the complete solution provider marketplace. Therefore, every solution provider selection decision was based on an incomplete view of the options.
• The places where you might look for that ‘completeness’ were a mix of ‘far from complete’, an afterthought to another lead business model like publishing, not completely focused on wealth management, paper-based, awards-based, or some other factor that limited their use.

With that backdrop, in building TWM, I worked from several key principles. The directory I wanted to build would be:

• Comprehensive: We seek to include every single relevant provider and solution (product or service). We don’t skip it if it’s relevant, whether we find it or they find us.
• Focused on wealth management The directory is focused solely on wealth management and all its aspects. That gives it depth and relevance.
• Research-based We are actively out in the market looking for what should be included in our directory, who should be removed, and so on. We don’t sit back and wait.
• Online-first To be effective, the directory must be online. No other format works. In that sense, you might consider it a digital marketplace as much as a directory.
• Global We built the directory with a global view because so much of the industry is cross-border. But being digital also allows for deep country, region, segment, and topic views.
• Accessible At its heart, the directory is accessible. Both being listed in the directory and accessing it are free. We have put no friction in the way for either side of the marketplace.

Size, structure, and highlights

As of today, the directory includes over 3,180 business profiles, and from these businesses, over 7,150 solution profiles. For every relevant business, we offer a free business profile within our directory and unlimited free solution profiles to support a full showcase of their offering to the wealth management marketplace.

Directory Marketplaces

Our first and main marketplace, Technology & Data (T&D), is the world’s most extensive and accessible WealthTech directory.

Its size today, and its continual growth and development, showcase the depth of the technology and related offerings available to the wealth management sector today – covering an increasing range of solutions to meet the growing range of business needs in the industry. It contains start-ups, scale-ups, enterprise businesses, point solutions, broad-based platforms, integrators, consultants, and more.

The second marketplace, Consulting, Research & Support Services, includes a wide range of companies that support the industry across areas such as:

• Business advisory
• Strategy
• Competitive and market intelligence
• Operational outsourcing
• Compliance advice
• Market research – related to the wealth management business as well as the investment markets
• The selection, implementation, and ongoing development and management of technology providers

…and much more.

A unique and accessible knowledge resource

Overall, the directory is an international resource with solution providers coming from 69 countries, including small, focused, single-solution businesses alongside global multisector providers.

Regardless of any firm's individual profile, each entry in this marketplace offers a service or solution of relevance to the business needs of the wealth management marketplace.

Further elements to the existing taxonomy include categorisation by wealth manager type (bank wealth manager, broker-dealer, family office, financial adviser, etc.), regional relevance (Asia, Middle East, North America, Western Europe, etc.), and so on.

Directory benefit

For both sides of our directory, buyers and solution providers – as well as the others that navigate it for other reasons, for instance consultants and investors – the directory provides a multitude of benefits.

For buyers, it supports an easier journey to discovery and engagement with the solution providers that can meet their needs: the goal is a single listing for all their possible providers, saving them time and money. The fact that it is built for wealth management means everything in the directory has been screened for relevance to this industry.

For solution providers, it offers a set of significant benefits that they do not get through other channels, including:

• Elevating their discoverability
• Improving visibility and accessibility, SEO positioning, and reach for search outside of TWM
• A truly cost-effective marketing resource
• Market credibility through their association with TWM
• Lead generation

Directory Membership

Although it is free to be in our directory, we also offer paid entry through membership.

Membership builds microsites in our directory for firms to truly build out their profile and explain more about who they are, what they do, and why they are relevant.

These microsites are brand extensions within TWM and support the greater discoverability of these profiles through enhanced tagging and directory prioritisation. They also allow firms to publish a wide range of their business, solution, and market content on our site – with each piece not just available through search and knowledge but also building out the firm’s business and solution profiles.

The top-performing members within our directory generate tens of thousands of page views, hundreds of leads, and hundreds of thousands of search impressions across the web. Membership delivers discoverability, positioning, reach, credibility, and leads.

Future development plans

Our directory has never been static; indeed, it cannot be. Businesses start, they end, they merge, they partner, they launch new solutions, they rebrand, they evolve. Our directory has always sought to evolve, which is no easy task.

But after developing it, since its launch as a much smaller resource in late 2017 to today, we have learned a significant amount about what is out in the market and how to categorise and present it.

So as we look into the future, we expect this resource to further deliver much greater impact for both sides of the market – with a continually developing directory, a growing global user base now averaging around 35,000 users per month, a new website home to more expansively showcase the directory, plus a support model of content, editorial, research, and events.

Among the developments we have in the planning in relation to the directory are:

• Redesigned and more extensive membership profiles for the business and solution profiles – including people profiles for direct connections.
• Significant additions to our tagging structure – allowing for categorisation and discovery by country, region, and wealth manager segment; refined business and sub-business needs; industry themes; and more. Our headline categories will rise from 42 to 74, while categorisation within each category will be much more accessible and extensive.
• A people profile directory so individuals within firms can be more accessible – both for pure marketing purposes as well as for specific lead opportunities.
• Visualisation and interactivity of the directory to support discovery and engagement.

These developments are built into our broader website relaunch project, which will showcase all aspects of our work – directory, content, editorial (reports and Mosaic magazine), events, and more – within a far more fit-for-purpose design.

Our directory was always intended to be a living, breathing industry resource, constantly changing to reflect the offerings and trends within the market.

Delivering that is hard, but with a growing footprint around the world, with revenues rising from the directory and other channels, we will be able to deliver what we always promised – the global wealth management industry’s most comprehensive, accessible, and relevant solution provider directory.

Not a Yellow Pages of static listings, but a deep resource of microsites, backed by an extensive taxonomy, that allows solution providers to be positioned for discovery without breaking the bank.

Watch this space as that vision continues to develop!

Interested in reading more about the news, insights, and trends shaping wealth management today? Mosaic II is available to read in full here.

Want to participate in Mosaic III?

Work on Mosaic III: Autumn 2026 edition is already underway. If you would like to feature in the next edition, you can discover the range of contribution options available here.

Or, if you would like to speak to us directly to explore what participation option works for you, email stephen@thewealthmosaic.com.

Discover Mosaic I

If you’ve enjoyed Mosaic II: Summer 2026 edition, don’t miss where the journey began. Mosaic I: Spring 2026 edition explores many of the themes that continue to shape today’s wealth management landscape – including the rise of private markets, the foundations of effective AI adoption, revenue management, client onboarding, and the evolution of digital advice.

Alongside exclusive executive interviews, contributor insights, company profiles, and technology showcases, Mosaic I offers wealth management professionals a curated, global view of the trends reshaping our industry. Read it today here.

Interested in discovering more? Read our reports!

• WealthTech 2026 – read here
• US RIA Toolkit 2026 – read here
• Future View Toolkit 2025 – read here
• UK Toolkit 2025 – read here
• AI Toolkit 2025 – read here
• Client Experience Toolkit 2024 – read here
• US WealthTech Landscape Report 2024 – read here

Join our community and follow us on LinkedIn here.

About The Wealth Mosaic
The Wealth Mosaic is a UK-headquartered online solution provider directory and knowledge resource, focused specifically on the wealth management industry.

For wealth managers, the buy side of our marketplace, The Wealth Mosaic is designed to enable discovery of key solutions, solution providers and knowledge resources by specific business needs.

For solution providers and vendors, the sell side of our marketplace, The Wealth Mosaic exists to support the positioning, exposure and business development needs of these firms in a more complex and demanding market.