The Digital Platforms & Tools category is one of the largest within our main Technology & Data marketplace, featuring well over 1,000 solutions. The category is broad, covering anything that can be delivered online and that supports the digitalisation of the wealth management sector.
In a fast-evolving market, the array of modern tools available within the DP&T business need category reflects the many angles to the digitalisation of the wealth management sector. Providers and solutions within this category cover a wide range of areas that touch upon the needs of wealth managers — account aggregation tools, adviser dashboards, adviser marketplaces, APIs tools/API-enabled offerings, artificial intelligence offerings, Blockchain and crypto offerings, client portals, data feeds, digital infrastructure, digital portfolio management tools, integration offerings, investment advisory tools, investment marketplaces, onboarding, online storage, open banking and wealth offerings, portfolio insight tools, and much more.
As with almost every area within our global solution provider directory, DP&T features a wide range of businesses and solutions. They are included in this category because they offer a solution — either a point solution focused on a specific task or area of need, or as part of a broader platform — that focuses on or covers a functional area of DP&T.
DP&T category in numbers
Within the DP&T business need category, you will currently find:
- Business profiles – 743
- Solution profiles – 1,230
Featured solution providers
Highlighted firms that are featured in this category include:
additiv, akkuro, Allfunds, Altoo, Avantos, Aveni, Backbase, Corfinancial, Croesus, FA Solutions, FundsDLT, Kidbrooke, Kore Labs, LSEG, Moneytree, Objectway, PetakSys, Plumb Bill Pay, Profile Software, QPLIX, Raise Partner, Romina Day, SecuritEase, Storyline, Unblu and WealthOS.
Relevant solution providers
Examples of the many other firms included in the DP&T business need category are:
11th.com, 1PLTFRM, 4admin, abbove, AccountsIQ, AdviceObjects, Anthropic, BridgeFT, Cognicor, Communify, Dianomi, Elements, FactSet, FE fundinfo, iCapital, Infront, InvestCloud, Iress, Orion, Responsive, Smarsh, Tableau, TrueLayer, Univeris, and Wealth Dynamix.
Access DP&T
Click here for full access to the DP&T business need category.
Request to be included in the DP&T category
If you have a solution that should be featured in the DP&T business category that we do not currently have, either in the directory or just in this category, please message us at office@thewealthmosaic.com to discuss.
Request to be featured in the DP&T category
If you have a solution that you want to feature in the DP&T business category with a more detailed profile and content, please message us at stephen@thewealthmosaic.com to discuss.
TWM Directory overview
The DP&T business need category is one of 40 current business needs within our global online solution provider directory. In total, this directory now hosts over 10,000 business and solution profiles, all for solution providers and their offerings, which service, target, and/or are relevant to the business needs of different forms of wealth managers around the world, whether banks, brokers, family offices, financial advisers, investment managers, trust and fiduciary businesses, or other forms of wealth management firm from around the world.
To learn more about our directory, its development, and to have your business and solution included in this growing industry resource, please message us at office@thewealthmosaic.com to discuss.
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Report & event programme for 2026
For those eager to dive deeper, we encourage you to read our full Project Programme for 2025 and 2026. Together, let’s unlock the potential of the wealth management sector and prepare for the future ahead.
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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!
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