AI is no longer on the sidelines—it’s becoming the foundation of platforms built by both long-standing firms and new challengers. By enhancing client engagement, streamlining operations, and enabling smarter, more responsive services, AI is redefining competitiveness in wealth management.

The September 2025 edition of our AI WealthTech Market Map underscores this industry-wide transformation. As client expectations rise, organizations are turning to AI in different ways—some developing solutions from the ground up, others upgrading their existing systems—to deliver more scalable, flexible, and personalized offerings. This evolution marks not just progress, but a clear new direction for WealthTech.

Backed by more than 9,900 company and solution profiles, our Solution Provider Directory powers the Market Map. As AI adoption accelerates and the vendor landscape grows ever more dynamic, the Market Map will continue to evolve—tracking not only the breadth of AI integration, but also the innovative ways it is reshaping wealth management across the globe.

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, September 2025 - 441 entrants

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