Top 50 Firms to Work for in WealthTech

Proud to share that our Top 50 Firms to Work for in WealthTech is now live. Over the past few months, I’ve been speaking with founders, investors, commercial leaders, product teams and operators across the WealthTech ecosystem. This report brings together 50 companies we believe are playing an important role in shaping the future of wealth management technology. The firms featured are building across areas including adviser technology, AI, client engagement, portfolio management, family office infrastructure, data aggregation, reporting, compliance and investment platforms. When putting the list together, we considered a range of factors, including: • strength of leadership and talent • product innovation • market traction and growth • investor backing and board strength • and the scale of opportunity ahead This report is designed to give greater visibility to the companies building the future of WealthTech - from established market leaders to emerging innovators redefining how wealth management technology is delivered. Huge congratulations to all the firms featured - very well deserved. additiv AdvisoryAI Aisot Technologies Aleta – a next-generation wealth platform AllVesta Asseta Astraeus Aveni Canoe Intelligence Croesus d1g1t Eton Solutions LP Farther FINNY Flanks GeoWealth GPTadvisor GrowthInvest IMTC intelliflo InvestSuite Jacobi Jump - Advisor AI Kidbrooke Kurtosys lemon.markets Lyfeguard Masttro MDOTM MyFO OneVest Otto Palindrome

Oliver Davis Thank you for including AllVesta in this year's Top 50 Firms to Work for in WealthTech. We're proud to be recognised alongside so many companies shaping the future of our industry. At AllVesta, we're focused on one of WealthTech's biggest untapped opportunities: helping financial institutions turn retail savers into confident long-term investors through AI-powered behavioural intelligence. Congratulations to all the companies featured - we're excited to contribute to the next chapter of innovation in wealth management.

MyFO is actually over 20 now, growing fast! Thanks so much for including us on the list.

Great to be a part of this - thank you! 🙂

Great to see Aisot Technologies featured among the Top 50 WealthTech firms. Congratulations to the entire team on this well-deserved recognition, and to all the companies shaping the future of WealthTech!

Thank you for the recognition, Search Chain Partners! It means a lot to see IMTC counted among the top 50 companies to work for in WealthTech. Our team has built something we're proud of, and honors like this reflect the people behind it every day. And thanks to Oliver Davis for the nomination!

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