The 21st edition of The Wealth Mosaic’s AI WealthTech Market Map features 588 companies. It brings together established providers extending AI across existing platforms and AI-native firms building new propositions around intelligent workflows. The expanding landscape shows that differentiation is increasingly about how well AI connects with trusted data, existing systems, and the people responsible for client and investment outcomes.

Last month marks a useful change of lens for AI in wealth management. The first half of 2026 demonstrated the breadth of capability entering the market; the second half begins with a sharper focus on making that capability dependable, explainable, and valuable in day-to-day operations. As adoption develops, the discussion is increasingly moving from individual AI features to how those capabilities fit within wider technology and operating environments.

The first half of 2026 demonstrated the breadth of AI capability entering the market. The second half begins with a sharper focus on which solutions can move beyond pilots and deliver dependable value at scale. For wealth managers, headline features are only one part of the decision: integration, monitoring, governance, and a clear role for human judgement are becoming central to technology selection. Built on our global Solution Provider Directory, the Map provides a structured view of the providers supporting that next phase.

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 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 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, July 2026 – 588 entrants

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