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60 business profiles added or updated on TWM in weeks 4 & 5 of 2026

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by The Wealth Mosaic
| 06/02/2026 16:00:00

During weeks 4 & 5 of 2026, we added or updated 60 business profiles in 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: AJ Bell Touch, Asset Risk Consultants, Avantos, Aveni, BUX, Cadre, Calibre, Canalyst, CapBridge, Clarista, Clever Adviser, CYNOS, datalevel, Defaqto, Dianomi, Dragon LLM, EDI, Epok Advice, Finform, Futora, Investipal, Knowledge Bank, Next Gate Tech, OneVest, RIA Compliance Technology, SS&C Blue Prism, Symbol Master, Tanggram, Tax Guard, TCG Process, Thakral One, The AGC, The Paraplan Project, The Visionarys, Transparently.AI, Trello, Trendrating, TrendSpider, True Link, True Positive Technologies, Truthifi, Tumelo, TURN, Turnqey, UnRiskOmega, upSWOT, Vega, Vega Minds, VENDOR iQ, Veridas, VIAC, VIZIBILITY, vlot, VRGL, WBI, Wealth Management GPT, Wellthi, Wellthy, WELREX, Whitebox

Add or update your business and solution profiles in 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 needs 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.

Join the conversation!
We invite you to connect with The Wealth Mosaic team to discuss how you can participate in our 2026 activations. Don’t miss the opportunity to contribute to and benefit from our innovative project programme.

Report & event programme for 2026
For those eager to dive deeper, we encourage you to read our full Project Programme for 2026. Together, let’s unlock the potential of the wealth management sector and prepare for the future ahead.

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For further participation and pricing details, please don’t hesitate to get in touch — we’ll be happy to put together a custom package tailor-made to fit your needs: office@thewealthmosaic.com

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.

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