During weeks 51 & 52 of 2025, we added or updated 60 business profiles to/within our Solution Provider Directory across our Technology & Data and Consulting, Research & Support Services marketplaces. Each of these businesses has a solution offering of relevance to the business needs of wealth managers, and their business profiles are individually accessible via the links highlighted below.

In alphabetical order, the business profiles added to the site this week were: ADDIKA Wealth Consolidation, Adeptiv AI, Clarista, Clockwork, Conquest, Moment, Monarch, moomoo, My Life Capsule, NameScan, NayaOne, Neptune Networks, Nest pensions, Ninth Wave, NLPify, NMI , Norm Ai, North Highland, Nutcracker, Nuvolos, OneDigitalTrust, OneVest, Open Advice, Openware, OpenWealth Association, Optimai, Optimus Fintech, Otivo, Otter.ai, Otto, OUTSCALE, Oxane Partners, Oyster Consulting, Palladium, Paradino, paraplanner.ai, Pebble Finance, Penelope, Perficient, Personal AI, Pexip, PhilanthPro, Photon Insights, Ping Identity, Pipedrive, Planda, PlannerPal, Platform One, Portfolio BI, Position Green, Powder, Practice Intel, Praxent, PriceHubble, Princeton Value Partners, Prisidio, PrognoAdvisor, Prometheum, TIFIN AMP for Wealth, WealthHub Solutions
Add or update your business and solution profiles to/within our Solution Provider Directory
If you are a solution provider/vendor with an existing set of business and solution profiles in our Solution Provider Directory that need updating, or a solution provider/vendor not yet in our directory that we should add, please write to us at office@thewealthmosaic.com, and we will work with you through what is a short and straightforward process.
Work with us
If you want to know more about the various ways we work with solution providers, both in and around our directory and website and beyond, please see our full offering in our Media Kit.
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