We are now accepting contributions to the second edition of our US WealthTech Landscape Report. As with all reports in our landscape series, this report has been designed to provide the most definitive and accessible guide to the technology and related vendor marketplace available to the US wealth management sector.
The report will include a curated collection of articles and insights focused on the technology themes, trends, and challenges impacting wealth management in the United States in 2024. It will be published in Q2 2024, supported by a dedicated launch event, US WealthTech Live 2024.
Backed by our online Solution Provider Directory (SPD) and knowledge resource platform, the report is formed around three key pillars: thought leadership, solution showcases, and a comprehensive A-Z vendor directory relevant to the US market in 2024. We also offer advertising and supporting content options.
You can read more about the report, event, and participant options here.
Interested in having a conversation to discover more and how your firm can participate? Please get in touch at office@thewealthmosaic.com
There is a limit to the number of firms we will include in the report and event with a paid engagement.
Report at a glance
How can my firm contribute to the report?
The report offers contributors an accessible and impactful mix of engagement options to position their offerings in front of the wealth management community. These include sponsorship, articles, interviews, adverts, and solution showcases.
Who are the readers?
Our US landscape project offers participants a broad campaign to reach, educate, and engage the US wealth management community. The report, event, and supporting content will be distributed to our global network of over 30,000+ decision makers and 5,000+ engaged subscribers and will be featured on our directory and knowledge platform to over 150,000+ annual readers.
What is the report structure?
The report is designed for relevant vendors to support the positioning of their business, solutions, and leadership across the US wealth management community. Its structure is centered around thought leadership and a relevant extensive market directory. The report includes an introduction, market and data insights, and thought leadership structured around five sections: the client, the adviser, the RIA, the business, and M&A, a selection of solution showcases, and an A-Z directory.
Does the project have any partners?
We are pleased to have the support of partners in the successful delivery of the US WealthTech Landscape Project 2024. These include The Founders Arena, Pirker Partners, The Rudin Group, and Owen James Events.
If you have any questions, please don’t hesitate to get in touch.
About the The WealthTech Landscape Report series (WTLRS)
Our WealthTech Landscape Reports aim to collate relevant, insightful content from wealth managers and vendors operating in a specific region or a focused market theme. Our collection covers a range of wealth management geographies, including the UK, Switzerland, Europe, the United States, the Middle East, and APAC.
Each report is founded on a curated directory of hundreds of relevant technology and related solution providers to the business needs of the wealth management community in focus. This directory is reviewed and refreshed for every report and supported by a rich variety of thought leadership from industry participants from both the buy and sell sides, plus a section of solution showcases.
Within each report, we look at how global trends affect that country, region, or sector. We also look at country, regional, and sectoral trends. This compelling mix of thought leadership, showcases, and directory, come together to form the basis of each report with the aim to provide each community within the series with a modern and insightful knowledge resource for its technology and related business needs.
Discover our latest reports!
WealthTech 2024 – read here
Swiss WealthTech Landscape Report 2024 – read here
