This free report, The Wealth Mosaic's 1st US edition in the Wealth Technology Landscape Series, consists of a categorized solution provider directory of 921 technology and related solution providers relevant to the wealth management sector in the United States. The report also features 11 informative thought leadership pieces and 18 featured solution provider profiles from technology providers to the US wealth management marketplace.

The report’s aim is to create a definitive guide for any wealth management firm in the US as they seek to understand, navigate, and select from their technology solution provider marketplace. The report is based on The Wealth Mosaic’s fast-growing website and will be updated and released annually.

To support the directory section of the report, TWM is grateful for the support of a range of solution providers that provided their thought leadership and enhanced profiles at the front-end of the report. These firms are: Appway, Arctic Intelligence, Delio, Docupace, ETNA Trader, FIS, Fresh Finance, Global Relay, InvestCloud, Moxtra, Orion, Ortec Finance, Practifi, SEI, Summitas, TechRules, WealthHub, and Wealth Dynamix.

We would also like to thank April Rudin, Founder & CEO of The Rudin Group, for writing the foreword to this report.

Please click on the image below to access and download the full report. 

About The Wealth Mosaic
The Wealth Mosaic (TWM) is a curated, research-led marketplace directory of solution providers and solutions, all relevant to the business needs of wealth managers across the globe. Built with a specific focus on a changing wealth management sector, the TWM digital marketplace directory consists of thousands of business and solution profiles categorised against a dedicated taxonomy to support their discovery and engagement. For wealth managers, TWM is designed to support their need to be able to more easily and efficiently discover the solutions and solution providers that are increasingly relevant to the needs of their business. For solution providers, TWM is about supporting their positioning, exposure and business development needs in a more complex world. Together, TWM is aimed at narrowing the knowledge gap between the buyers (wealth management firms) and sellers (solution providers) and supporting them to connect and do business. To support and drive that, TWM is a building a deep content resource around the directory and a set of tools and services (online and offline) to help both sides better navigate, connect and understand the dynamic marketplace in which they work.