Our WealthTech 2024 report set the scene for the year ahead, providing valuable insights and perspectives on the latest technology trends and innovations that contributors believed would shape the wealth management sector in the coming year.

The fifth edition of our annual WealthTech reports delved into a wide range of topics, including Generative Artificial Intelligence (AI), catering for the mass affluent, investing for good, the retirement gap, data aggregation, content marketing, private markets, technology for recruitment and retention, and technology as a service differentiator. This collection of industry insights offers a diverse and thorough examination of the key drivers of change in the wealth management industry, providing readers with a deep understanding of the forces shaping the future of the sector.
 

Report at a glance
The report was structured into three main sections: Introduction, Data insights and infographics, and Thought Leadership pieces.

WealthTech 2024 served as a valuable resource for industry professionals seeking to stay ahead of the curve as the wealth management industry continues to evolve and adapt to the rapid evolution of technology. Whether you are a wealth management firm, a technology provider, or a financial adviser, this report offers essential insights into the latest developments and trends for 2024.

Download the report
We invite you to read and download the full report here.

A big thanks once again to the report's contributors!
The report features insight from Roger Portnoy, Chief Strategy Officer at Objectway; Ben Covey, Managing Director, Private Clients, at 7IM; John Pepin, Chief Executive at Philanthropy Impact; Christopher Baxter, Senior Solutions Consultant at aixigo; Grayson Greer, Managing Director, Global, at First Rate; Emily Traxler, Managing Director, Data Services at First Rate; Rav Hayer, Senior Adviser at Alvarez & Marsal; April Rudin, Founder of The Rudin Group; Hugo King-Oakley, Leader of Private Markets and Community at GPFO; Leo McKeague, Executive Director and Co-Founder of eMFusion Global; Benjamin Quinlan, CEO and Managing Partner at Quinlan & Associates; Chand Sooran, Founder and CEO of EdgeworthBox; and Michael Walford-Grant, Founder of MDWG Consulting.

About The Wealth Mosaic
The Wealth Mosaic (TWM) is the definitive information and knowledge resource for the global wealth management industry. It is founded on a curated, online solution provider directory to close the knowledge gap between wealth management businesses worldwide, the growing technology marketplace, and related solution providers.

For wealth managers, the buy side of our marketplace, TWM is designed to enable discovery of key solutions, solution providers and knowledge resources by specific business needs.

For solution providers, the sell side of our marketplace, TWM exists to support the positioning, exposure and business development needs of these firms in a more complex and demanding market. There is also a growing range of quality supporting content and thought leadership that firmly positions TWM as a market leader at the forefront of community trends and developments.