The Wealth Mosaic is excited to announce the upcoming release of WealthTech 2026, the sixth edition of our annual report focused on the intersection of wealth management and technology. This highly-anticipated report explores the latest trends and innovations shaping the wealth management landscape, and provides readers with timely and relevant insights into how technology is shaping the wealth management community. It also includes data-driven insights into the WealthTech market, helping readers understand its current dynamics and forecasted trends.
WealthTech 2026 features a breadth of thought leadership articles, written by industry experts including wealth managers, vendors, or consultancy professionals focused on the space – giving a balance between buy, sell, and external perspectives. Topics covered include the talent gaps creating a bottleneck to effective AI integration; a holistic approach to estate management; a back office-first approach to technology modernisation; evidencing good Consumer Duty outcomes; the use of AI simulation to anticipate client behaviour; and a region-by-region portrait of AI-driven transformation of global wealth management.
The report features insight from thought leaders including Charles Smith, Partner at EY; Kendra Thompson, Founder at Epok Advice; Dominique Jooris, Founder at WMCockpit; Tom Wooders, Head of UK and Ireland at Allfunds; Jim Tousignant, Founder and CEO of FinTech Studios; Abhijeet Hazare, Senior Vice President at Intellect Design Arena; Fredrik Davéus, CEO and Co-founder at Kidbrooke; April Rudin, CEO at The Rudin Group; and Mark Yeo Tee Shen, Ambassador at The Wealth Mosaic.
Don’t miss out on the opportunity to gain a unique understanding of the future of wealth management and discover how technology is forging this future in 2026. Watch this space!
About The Wealth Mosaic
The Wealth Mosaic is a UK-headquartered online solution provider directory and knowledge resource, focused specifically on the wealth management industry.
For wealth managers, the buy side of our marketplace, The Wealth Mosaic is designed to enable discovery of key solutions, solution providers and knowledge resources by specific business needs.
For solution providers and vendors, the sell side of our marketplace, The Wealth Mosaic exists to support the positioning, exposure and business development needs of these firms in a more complex and demanding market.
Discover our latest reports!
- US RIA Toolkit 2026 – read here
- Future View Toolkit 2025 – read here
- UK Toolkit 2025 – read here
- European WealthTech Landscape Report 2025 – read here
- AI Toolkit 2025 – read here
- Client Experience Toolkit 2024 – read here
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