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The Swiss WealthTech Landscape Report 2021

Now live, our second Swiss WTLR provides a comprehensive guide to the technology and related vendor marketplace for the Swiss wealth management community

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by The Wealth Mosaic
| 03/12/2021 07:00:00

Featuring 19 thought-provoking articles and interviews on a range of technology-related topics around the Swiss wealth management sector, 20 featured solution provider profiles and 464 technology and related solution providers in the main directory

December 3rd, 2021 - London, UK - The Wealth Mosaic (TWM), the definitive solution provider directory and knowledge resource for the global wealth management sector, is pleased to announce the release of its second annual Swiss WealthTech Landscape Report (Swiss WTLR).

As part of an annual release series, the Swiss WTLR 2021 project is focused on creating and sharing the definitive guide to the technology (i.e., WealthTech) and related solution provider (i.e., consulting, research, analysts, etc.) marketplace available to all forms of wealth management business in Switzerland. This second edition of the Swiss WTLR includes 464 solution providers in the main directory section and feature-length profiles for 20 solution providers. Supporting that, the report also contains 19 thought-provoking articles and interviews on a range of technology-related topics around the Swiss wealth management sector with contributions from technology firms, consultants, industry associations and wealth managers.

In an environment where there is a clear increase in the range and complexity of the technology-related business needs of wealth managers of all types, alongside a growing and increasingly complex WealthTech marketplace, this report and our even more extensive website which sits behind it (, seek to bring to market the broadest, most relevant and accessible and most wealth- management-focused solution provider directory and knowledge resource for the benefit of both Swiss wealth management firms and the ecosystem of players around them. For anyone wishing to understand, navigate and engage with the WealthTech marketplace for Swiss wealth managers, the Swiss WTLR 2021 has been built to support your needs.

This second edition of the Swiss WTLR has seen the main directory in the report grow from a little over 300 firms in 2020’s first edition to 464 firms this year. This growth highlights both TWM’s growing knowledge of the market as well as the simple fact that more solution providers are serving, targeting or simply just relevant to the business needs of the Swiss wealth management market, said Stephen Wall, Co-Founder and Head of Directory, Content & Insights at The Wealth Mosaic. Stephen added, “While more solution providers in the market does not necessarily mean better outcomes every time, the growth, relevance and focus on the WealthTech market should be a seen as a strong development for the Swiss wealth management market.”

Going further, we see a range of positive developments in the international WealthTech market which play well for the Swiss wealth management centre. They are: market depth and variety which equals greater choice for wealth managers, more point solutions which provides focus and expertise, the theme of being built for wealth, which means wealth management comes first, broader and more sophisticated tech capabilities such as in areas like AI, greater connectivity between providers which benefits the entire market in time, and seeing how the established solution provider marketplace is also adapting to stay relevant, Wall concluded.

Thanks to the Swiss WTLR 2021 participants
TWM would like to thank those 30 organisations that contributed to the creation and publication of the Swiss WTLR 2021. Their support, insight and commitment is much appreciated. Participant firms are: additiv, aixigo, AltAlpha Digital, Delio, Efi Pylarinou Advisory, ERI, Etops, F10, Fenergo, FundCount, iCapital Network, Invessed, InvestCloud, InvestSuite, Kidbrooke, M76 Family Office Consulting, Metaco, Nucoro, Objectway, OpenWealth Association, Ortec Finance, Point Group, Refinitiv, SEBA Bank, SIX, Swiss Association of Asset Managers, Swiss Bankers Association, Synpulse, ti&m, Tindeco, Trustless, UBS and Wealth Dynamix.

The full Swiss WTLR 2021

Click the image below to access and download the full report*

*After accessing the report we recommend downloading the pdf. version rather than viewing it in DocSend

The WealthTech Landscape Report Series
The Swiss WTLR 2021 is part of TWM’s, The Wealth Technology Landscape Report Series, a report series which showcases the technology and related solution provider market of relevance to a specific wealth management market whether by geography, wealth manager type or other factors. In the WTLR line-up for 2022 are the following reports:

  • US RIA WTLR 2022
  • Global Family Office WTLR 2022
  • UK WTLR 2022
  • US WTLR 2022
  • European WTLR 2022
  • APAC WTLR 2022
  • UK IFA WTLR 2022
  • Swiss WTLR 2022

If you’re interested in knowing more about the full series or participating in a specific report, please email Stephen Wall directly (details below) or email us at

About The Wealth Mosaic
Directory-first, research-led and wealth management-focused, TWM is building a globally relevant online directory of solution providers (and their solutions) relevant to the Business Needs of the wealth management sector. To support the engagement with that growing resource, TWM supports the discovery of solution provider and solution profiles through a growing and dedicated taxonomy and a growing bank of content and supporting knowledge resources and tools. The APAC WTLR 2021, as the first release of this report for the APAC market, will be supported by ongoing research, content creation, further APAC-market focused reports and other supporting efforts. Ultimately, these efforts are aimed at narrowing the knowledge gap between the changing and ongoing needs of wealth managers of different types and the evolving offerings of the many solution providers that now service and seek to target the wealth management sector, wherever they come from in the world.

For more information on TWM, the WTLRs, our services or more, please contact:

Stephen Wall
Co-Founder and Head of Directory, Content & Insights
The Wealth Mosaic
+44 770 447 3665