As both established and up-and-coming vendors integrate Artificial Intelligence (AI) into their solutions to drive innovation and improve engagement within the global wealth management industry, the March 2025 edition of our AI WealthTech Market Map illustrates AI's ever-growing influence on the WealthTech sector.

The Market Map is based on our comprehensive global Solution Provider Directory, which includes over 3,000 business profiles and 6,100 distinct solutions, will continue to expand to reflect the growing use of AI in the vendor environment.

Categorisation
For this Map, categorisation is firstly driven by the Business Need categories used within the Technology & Data marketplace within our global online Solution Provider Directory. You can access all of those here.

Rather than all 25 Business Needs, we have used 18 of those categories for this Map but that will likely evolve as we understand more about what is in the market, what is coming to the market, as firms tell us more about their offering, and so on.

For each entry into the Map, we review the firm's offering to the market 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 'Advisor Tools' and 'Consulting' as additional categories. For Advisor 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 a user's navigation of what promises to be a growing resource.

Featuring on the Map
The 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 in the Map that are very much for the biggest firms in the markets such as the larger banks, and others that focus much 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, March 2025 - 359 entrants

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