AI is being fully incorporated into platforms by both new and established organizations in order to improve client interaction, streamline operations, and provide more intelligent, responsive services—all while staying competitive.

Our AI WealthTech Market Map's May 2025 version provides a thorough overview of this continuing change. It demonstrates how AI has emerged as a key differentiator in WealthTech, allowing businesses to offer more individualized, scalable, and effective solutions. The growing number of solution providers—both those introducing completely new AI-native tools designed to meet the changing needs of wealth managers and their clients.

With profiles for over 9,300 companies and solutions, our comprehensive Solution Provider Directory provides the data that drives our Market Map. The Market Map will continue to evolve as the vendor ecosystem becomes more complex and AI's impact becomes more profound, monitoring not only the extent of AI adoption but also the variety and inventiveness of its use in global 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, May 2025 - 418 entrants

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