The WealthTech100 is FinTech Global's annual list of the hundred companies it judges most significant in wealth and asset management technology. The list itself is just a hundred logos — no descriptions, no categories, no commercial detail.
This site turns that roster into a structured, cited dataset: what each company does, who it sells to, what value it claims to add, what proprietary IP it holds, and how it charges. Every field carries a verbatim quote and a source URL. Where an answer could not be found, the dataset records a gap with a reason rather than a guess.
This dataset is still being built. 10 of 100 companies have been researched so far (10%). The remaining 90 are seeded from the roster and show as empty rows. Figures on this page are generated at build time and update as the pipeline completes.
Where the dataset stands
|
|
| Companies on the list |
100 |
| Researched so far |
10 (10%) |
| Named products captured |
47 |
| Verbatim citations |
244 |
| Companies claiming unique IP |
9 |
| Companies publishing real prices |
2 |
| Recorded gaps |
27 |
What these companies do
| Category |
Companies |
|
| Portfolio management |
2 |
████████████████████ |
| Financial planning |
2 |
████████████████████ |
| Advisor platform |
2 |
████████████████████ |
| Alternative investments |
2 |
████████████████████ |
| Data & analytics |
1 |
██████████ |
| Investor engagement |
1 |
██████████ |
Where they are
| Region |
Companies |
|
| North America |
7 |
████████████████████ |
| Europe (ex-UK) |
2 |
██████ |
| UK & Ireland |
1 |
███ |
How they charge
Pricing was flagged up front as the weakest column, and it is: 2 of 10 researched companies publish an actual number. Enterprise wealthtech sells through sales conversations, not price pages. The dataset records undisclosed as a real finding — with evidence of a "contact sales" page — and reserves gaps for cases where a search genuinely came up empty.
| Pricing model |
Companies |
| Undisclosed |
4 |
| Custom enterprise |
3 |
| Per seat |
1 |
| Basis points on AUM |
1 |
| Subscription SaaS |
1 |
Who owns them
| Ownership |
Companies |
| VC-backed |
7 |
| Subsidiary |
2 |
| PE-backed |
1 |
Field coverage
Coverage is reported against all 100 companies, not against the researched subset — a fill rate measured only over completed units would read as near-perfect no matter how early the run is.
| Field |
Filled |
Coverage |
| HQ country |
10 |
10% |
| Founded year |
8 |
8% |
| Category |
10 |
10% |
| Customer segment |
10 |
10% |
| Value proposition |
10 |
10% |
| Unique IP |
9 |
9% |
| Pricing model |
10 |
10% |
| Pricing detail |
2 |
2% |
| Funding total |
3 |
3% |
| Employee band |
6 |
6% |
| Ownership |
10 |
10% |
How to read this
- Companies — the full roster, one profile per company.
- Analysis — what the dataset shows once there is enough of it.
- Explore — pivot, filter, and chart the raw tables yourself.
- Method — the instrument, the evidence rules, and what the gaps mean.