A year ago, many firms were still talking about AI potential. Today, the conversation is far more focused on application.

In this February 2026 update of our AI WealthTech Market Map, featuring 536 companies, we are seeing less experimentation and more practical deployment. Firms are embedding AI into core workflows, including adviser support tools, portfolio management processes, reporting, compliance oversight, and operational infrastructure. In many cases, AI is no longer presented as an add-on feature but as part of how solutions are built and delivered.

The Map draws on more than 10,200 business and solution profiles within our Solution Provider Directory and highlights those providers where AI forms a meaningful part of the proposition. Some long-established vendors have integrated AI into existing platforms, while others are newer entrants building AI-led propositions from the ground up.

This edition tracks how AI is being applied across different areas of wealth management technology and how firms are positioning those capabilities within their broader offering.

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 the most relevant Business Need as we see it. 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 the 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 independent financial advisers (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, February 2026 - 536 entrants

For any questions about the Map or to be included in it, please write to us at: office@thewealthmosaic.com.