The UK WealthTech Vendor Forum 2026 opened with a presentation from Stephen Wall, Founder of The Wealth Mosaic, on a wide-angle view of the main trends areas for technology across the wealth management sector. For the wealth management industry and the WealthTech supplier market, Stephen framed 2026 as a pivotal year for technology in wealth management, driven by the convergence of maturing data strategies, practical AI adoption, and renewed urgency among wealth managers to extract value from technology spend.
Stephen expanded upon TWM’s Top 10 WealthTech trends for 2026, including the centrality of clean and usable data; how firms’ deployment of AI has shifted from experimentation to execution; the rising cybersecurity and fraud risks associated with it; and the growing pressure on firms to integrate, optimise, and justify their technology estates.
He also highlighted shifts in client expectations toward personalisation, digital engagement, broader product sets and family-office-style services – and the opportunities these expanded expectations open for technology vendors as critical enablers of the industry’s next phase.
Alongside this market view, Stephen outlined The Wealth Mosaic’s own evolution as a platform designed to help vendors and buyers navigate an increasingly complex ecosystem – previewing the TWM roadmap for 2026, including our new brand identity, the upcoming Mosaic magazine, new Insight Report model, events, and new website, directory interface, and platform.
James Brown, CEO of BWC Benchmarking, presented data drawn from the firm’s in-depth annual survey of over 160 UK wealth management firms to paint a portrait of an industry that continues to grow assets and revenues, but under sustained margin pressure.
His analysis emphasised why technology investment has become non-negotiable. Firms that invest more heavily – and more effectively – in technology are demonstrably achieving higher adviser capacity, stronger revenues per front-office professional, and better margins. At the same time, a significant portion of the market remains loss-making or sub-scale, underscoring the scale of transformation still required.
His message for vendors was unambiguous: budgets are expanding, but expectations around ROI are rising just as fast.
Danny Martin, partner at Advintro, shifted the focus to go-to-market execution in an AI-driven environment. He explored how AI is reshaping sales processes – automating early-stage prospecting, research and qualification – while reinforcing the enduring value of human judgement, trust and relationships at the point of decision-making.
Martin linked this to broader industry challenges: inorganic growth through M&A, stagnating organic growth, fragmented tech stacks, and the need for sharper differentiation. Across these themes, data again is the key strategic asset, he argued – harder to replicate than products or pricing, and central to personalisation, risk management, and client retention.
AI accelerates opportunity, Martin argued, but only for firms with the foundations, focus and relationships to deploy it effectively.
Watch this space for more in-depth coverage of the UK WealthTech Vendor Forum 2026.
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.
For more information, visit: www.thewealthmosaic.com
About Advintro
Advintro is an outsourced enterprise sales company for FinTechs. Advintro do this on a fractional basis with a particular focus on the wealth management and financial services industries. They provide relationship based enterprise sales services for some of the most innovative companies in the world, and can be your enterprise salesforce or work alongside your existing team. Advintro cultivate deep relationships and trust, built over several decades with senior-level executives in leading financial services companies to shorten and accelerate the sales process.
For more information, visit www.thewealthmosaic.com/vendors/advintro
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