Artificial Intelligence (AI) continues to reshape the wealth management industry, evolving from a cutting-edge enhancement to a core capability embedded across a wide range of solutions. Both well-established providers and emerging players are increasingly integrating AI into their platforms—not only to drive innovation but also to improve client engagement, optimize operations, and stay competitive in a fast-moving market.
The April 2025 edition of our AI WealthTech Market Map offers a comprehensive view of this accelerating transformation. It reflects how AI is becoming a key differentiator in WealthTech, enabling firms to deliver more personalized, efficient, and scalable solutions. This edition highlights the growing number of vendors who are either adopting AI technologies within their existing offerings or launching entirely new AI-driven tools designed specifically for the evolving needs of wealth managers and their clients.
The Market Map is grounded in data from our extensive Solution Provider Directory, which now includes over 3,000 company profiles and more than 6,100 distinct solutions. As the role of AI expands and the vendor ecosystem becomes increasingly sophisticated, the Map will continue to grow—tracking not just the volume of AI adoption, but also the depth and diversity of its applications across the global wealth management space.
This ongoing evolution underscores AI’s transition from a trend to a fundamental force within the industry—one that is reshaping how value is created and delivered in wealth management.
Categorisation
For this Map, categorisation is driven firstly by the Business Need categories used within the Technology & Data marketplace within our global online Solution Provider Directory. You can access these here.
Rather than all 25 Business Needs, we have used 18 of these categories for this Map. This will likely evolve as we understand more about what is available in the market, and what is coming to the market, as firms continue to share information with us about their offering.
For each entry into the Map, we review the firm's offering and select, as we see it, the most relevant Business Need. This dictates where the firm sits within our Map. There is no further overlay at present. This single selection model is different to our online Solution Provider Directory, where we can select whichever Business Needs are relevant to a solution's capability and focus.
Additionally, within the Map, we have also added 'Adviser Tools' and 'Consulting' as additional categories. For Adviser Tools, each firm included here is also assigned to a most relevant Business Need. As we move forward, we will likely add other categories to support user navigation of what promises to be a growing resource.
Featuring on the Map
Entrants to the Map are determined by us, and their inclusion is based solely on relevance to the wealth management sector. We do not have a specific geographic focus, nor do we focus solely on one type of wealth management business. There are entrants featured that are focused more on the bigger firms in the market such as the larger banks, and others with solutions that focus more on entities such as IFAs or family offices. This level of detail will be available through our website in time, as well as through the supporting Market Map Factfile (see below).
For any firm that believes it should be included in the Map, we look forward to hearing from you!
Finally, for anyone viewing the Map, each of the firms included has a business and solution profile (or profiles) that can be found within our online Solution Provider Directory, either through the Business Need categories as highlighted above or through search.
AI WealthTech Market Map, April 2025 - 406 entrants
For any questions about the Map or to be included in it, please write to us at: office@thewealthmosaic.com.
