AI is reshaping wealth management, moving beyond early adoption to become central to how firms operate, compete, and scale. From smarter client engagement and portfolio management to more efficient compliance and operations, its impact is tangible across the industry.

The AI WealthTech Market Map helps make sense of this fast-changing landscape, showing which firms are leading the charge and how AI-driven capabilities are redefining what’s possible. The November 2025 update highlights firms enhancing their solutions alongside AI-native entrants emerging with entirely new approaches.

Built on our Solution Provider Directory of over 10,050 profiles, the AI map charts the technologies transforming wealth management today and signals the next wave of innovation shaping the sector.

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, November 2025 - 477 entrants

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