The role of AI in wealth management has expanded beyond innovation—it’s now driving the infrastructure that underpins how firms operate and compete. From improving client engagement and portfolio management to streamlining compliance and operational workflows, AI is enabling smarter, faster, and more scalable growth.

The October 2025 update of our AI WealthTech Market Map reflects this momentum. Established players continue to enhance their solutions with AI-driven capabilities, while new entrants are emerging with AI-native platforms that redefine what’s possible in the digital wealth ecosystem.

Built on our Solution Provider Directory of more than 10,000 business and solution profiles, the Market Map captures this ongoing transformation. As AI adoption accelerates, we’ll continue to track how these technologies evolve—mapping the innovation that’s shaping the next chapter of 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, October 2025 - 461 entrants

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