Wealth Management Technology Solution and Forecast Market
1 Introduction to Research & Analysis Reports
1.1 Wealth Management Technology Solution Market Definition
1.2 Market Segments
1.2.1 Market by Type
1.2.2 Market by Application
1.3 Global Wealth Management Technology Solution Market Overview
1.4 Features & Benefits of This Report
1.5 Methodology & Sources of Information
1.5.1 Research Methodology
1.5.2 Research Process
1.5.3 Base Year
1.5.4 Report Assumptions & Caveats
2 Global Wealth Management Technology Solution Overall Market Size
2.1 Global Wealth Management Technology Solution Market Size: 2023 VS 2030
2.2 Global Wealth Management Technology Solution Market Size, Prospects & Forecasts: 2019-2030
2.3 Key Market Trends, Opportunity, Drivers and Restraints
2.3.1 Market Opportunities & Trends
2.3.2 Market Drivers
2.3.3 Market Restraints
3 Company Landscape
3.1 Top Wealth Management Technology Solution Players in Global Market
3.2 Top Global Wealth Management Technology Solution Companies Ranked by Revenue
3.3 Global Wealth Management Technology Solution Revenue by Companies
3.4 Top 3 and Top 5 Wealth Management Technology Solution Companies in Global Market, by Revenue in 2023
3.5 Global Companies Wealth Management Technology Solution Product Type
3.6 Tier 1, Tier 2 and Tier 3 Wealth Management Technology Solution Players in Global Market
3.6.1 List of Global Tier 1 Wealth Management Technology Solution Companies
3.6.2 List of Global Tier 2 and Tier 3 Wealth Management Technology Solution Companies
4 Market Sights by Product
4.1 Overview
4.1.1 By Type - Global Wealth Management Technology Solution Market Size Markets, 2023 & 2030
4.1.2 Software
4.1.3 Services
4.2 By Type - Global Wealth Management Technology Solution Revenue & Forecasts
4.2.1 By Type - Global Wealth Management Technology Solution Revenue, 2019-2024
4.2.2 By Type - Global Wealth Management Technology Solution Revenue, 2025-2030
4.2.3 By Type - Global Wealth Management Technology Solution Revenue Market Share, 2019-2030
5 Sights by Application
5.1 Overview
5.1.1 By Application - Global Wealth Management Technology Solution Market Size, 2023 & 2030
5.1.2 Banks
5.1.3 Investment Firms
5.1.4 Wealth Management Firms
5.1.5 Others
5.2 By Application - Global Wealth Management Technology Solution Revenue & Forecasts
5.2.1 By Application - Global Wealth Management Technology Solution Revenue, 2019-2024
5.2.2 By Application - Global Wealth Management Technology Solution Revenue, 2025-2030
5.2.3 By Application - Global Wealth Management Technology Solution Revenue Market Share, 2019-2030
6 Sights by Region
6.1 By Region - Global Wealth Management Technology Solution Market Size, 2023 & 2030
6.2 By Region - Global Wealth Management Technology Solution Revenue & Forecasts
6.2.1 By Region - Global Wealth Management Technology Solution Revenue, 2019-2024
6.2.2 By Region - Global Wealth Management Technology Solution Revenue, 2025-2030
6.2.3 By Region - Global Wealth Management Technology Solution Revenue Market Share, 2019-2030
6.3 North America
6.3.1 By Country - North America Wealth Management Technology Solution Revenue, 2019-2030
6.3.2 US Wealth Management Technology Solution Market Size, 2019-2030
6.3.3 Canada Wealth Management Technology Solution Market Size, 2019-2030
6.3.4 Mexico Wealth Management Technology Solution Market Size, 2019-2030
6.4 Europe
6.4.1 By Country - Europe Wealth Management Technology Solution Revenue, 2019-2030
6.4.2 Germany Wealth Management Technology Solution Market Size, 2019-2030
6.4.3 France Wealth Management Technology Solution Market Size, 2019-2030
6.4.4 U.K. Wealth Management Technology Solution Market Size, 2019-2030
6.4.5 Italy Wealth Management Technology Solution Market Size, 2019-2030
6.4.6 Russia Wealth Management Technology Solution Market Size, 2019-2030
6.4.7 Nordic Countries Wealth Management Technology Solution Market Size, 2019-2030
6.4.8 Benelux Wealth Management Technology Solution Market Size, 2019-2030
6.5 Asia
6.5.1 By Region - Asia Wealth Management Technology Solution Revenue, 2019-2030
6.5.2 China Wealth Management Technology Solution Market Size, 2019-2030
6.5.3 Japan Wealth Management Technology Solution Market Size, 2019-2030
6.5.4 South Korea Wealth Management Technology Solution Market Size, 2019-2030
6.5.5 Southeast Asia Wealth Management Technology Solution Market Size, 2019-2030
6.5.6 India Wealth Management Technology Solution Market Size, 2019-2030
6.6 South America
6.6.1 By Country - South America Wealth Management Technology Solution Revenue, 2019-2030
6.6.2 Brazil Wealth Management Technology Solution Market Size, 2019-2030
6.6.3 Argentina Wealth Management Technology Solution Market Size, 2019-2030
6.7 Middle East & Africa
6.7.1 By Country - Middle East & Africa Wealth Management Technology Solution Revenue, 2019-2030
6.7.2 Turkey Wealth Management Technology Solution Market Size, 2019-2030
6.7.3 Israel Wealth Management Technology Solution Market Size, 2019-2030
6.7.4 Saudi Arabia Wealth Management Technology Solution Market Size, 2019-2030
6.7.5 UAE Wealth Management Technology Solution Market Size, 2019-2030
7 Wealth Management Technology Solution Companies Profiles
7.1 Delio
7.1.1 Delio Company Summary
7.1.2 Delio Business Overview
7.1.3 Delio Wealth Management Technology Solution Major Product Offerings
7.1.4 Delio Wealth Management Technology Solution Revenue in Global Market (2019-2024)
7.1.5 Delio Key News & Latest Developments
7.2 Dorsum
7.2.1 Dorsum Company Summary
7.2.2 Dorsum Business Overview
7.2.3 Dorsum Wealth Management Technology Solution Major Product Offerings
7.2.4 Dorsum Wealth Management Technology Solution Revenue in Global Market (2019-2024)
7.2.5 Dorsum Key News & Latest Developments
7.3 DriveWealth
7.3.1 DriveWealth Company Summary
7.3.2 DriveWealth Business Overview
7.3.3 DriveWealth Wealth Management Technology Solution Major Product Offerings
7.3.4 DriveWealth Wealth Management Technology Solution Revenue in Global Market (2019-2024)
7.3.5 DriveWealth Key News & Latest Developments
7.4 Elinvar
7.4.1 Elinvar Company Summary
7.4.2 Elinvar Business Overview
7.4.3 Elinvar Wealth Management Technology Solution Major Product Offerings
7.4.4 Elinvar Wealth Management Technology Solution Revenue in Global Market (2019-2024)
7.4.5 Elinvar Key News & Latest Developments
7.5 FNZ
7.5.1 FNZ Company Summary
7.5.2 FNZ Business Overview
7.5.3 FNZ Wealth Management Technology Solution Major Product Offerings
7.5.4 FNZ Wealth Management Technology Solution Revenue in Global Market (2019-2024)
7.5.5 FNZ Key News & Latest Developments
7.6 GBST
7.6.1 GBST Company Summary
7.6.2 GBST Business Overview
7.6.3 GBST Wealth Management Technology Solution Major Product Offerings
7.6.4 GBST Wealth Management Technology Solution Revenue in Global Market (2019-2024)
7.6.5 GBST Key News & Latest Developments
7.7 New Access
7.7.1 New Access Company Summary
7.7.2 New Access Business Overview
7.7.3 New Access Wealth Management Technology Solution Major Product Offerings
7.7.4 New Access Wealth Management Technology Solution Revenue in Global Market (2019-2024)
7.7.5 New Access Key News & Latest Developments
7.8 NICE Actimize
7.8.1 NICE Actimize Company Summary
7.8.2 NICE Actimize Business Overview
7.8.3 NICE Actimize Wealth Management Technology Solution Major Product Offerings
7.8.4 NICE Actimize Wealth Management Technology Solution Revenue in Global Market (2019-2024)
7.8.5 NICE Actimize Key News & Latest Developments
7.9 Ortec Finance
7.9.1 Ortec Finance Company Summary
7.9.2 Ortec Finance Business Overview
7.9.3 Ortec Finance Wealth Management Technology Solution Major Product Offerings
7.9.4 Ortec Finance Wealth Management Technology Solution Revenue in Global Market (2019-2024)
7.9.5 Ortec Finance Key News & Latest Developments
7.10 Prometeia
7.10.1 Prometeia Company Summary
7.10.2 Prometeia Business Overview
7.10.3 Prometeia Wealth Management Technology Solution Major Product Offerings
7.10.4 Prometeia Wealth Management Technology Solution Revenue in Global Market (2019-2024)
7.10.5 Prometeia Key News & Latest Developments
7.11 TrueLayer
7.11.1 TrueLayer Company Summary
7.11.2 TrueLayer Business Overview
7.11.3 TrueLayer Wealth Management Technology Solution Major Product Offerings
7.11.4 TrueLayer Wealth Management Technology Solution Revenue in Global Market (2019-2024)
7.11.5 TrueLayer Key News & Latest Developments
7.12 BRITech
7.12.1 BRITech Company Summary
7.12.2 BRITech Business Overview
7.12.3 BRITech Wealth Management Technology Solution Major Product Offerings
7.12.4 BRITech Wealth Management Technology Solution Revenue in Global Market (2019-2024)
7.12.5 BRITech Key News & Latest Developments
7.13 InvestSuite
7.13.1 InvestSuite Company Summary
7.13.2 InvestSuite Business Overview
7.13.3 InvestSuite Wealth Management Technology Solution Major Product Offerings
7.13.4 InvestSuite Wealth Management Technology Solution Revenue in Global Market (2019-2024)
7.13.5 InvestSuite Key News & Latest Developments
7.14 Smart Communications
7.14.1 Smart Communications Company Summary
7.14.2 Smart Communications Business Overview
7.14.3 Smart Communications Wealth Management Technology Solution Major Product Offerings
7.14.4 Smart Communications Wealth Management Technology Solution Revenue in Global Market (2019-2024)
7.14.5 Smart Communications Key News & Latest Developments
8 Conclusion
9 Appendix
9.1 Note
9.2 Examples of Clients
9.3 Disclaimer
List of Tables
Table 1. Wealth Management Technology Solution Market Opportunities & Trends in Global Market
Table 2. Wealth Management Technology Solution Market Drivers in Global Market
Table 3. Wealth Management Technology Solution Market Restraints in Global Market
Table 4. Key Players of Wealth Management Technology Solution in Global Market
Table 5. Top Wealth Management Technology Solution Players in Global Market, Ranking by Revenue (2023)
Table 6. Global Wealth Management Technology Solution Revenue by Companies, (US$, Mn), 2019-2024
Table 7. Global Wealth Management Technology Solution Revenue Share by Companies, 2019-2024
Table 8. Global Companies Wealth Management Technology Solution Product Type
Table 9. List of Global Tier 1 Wealth Management Technology Solution Companies, Revenue (US$, Mn) in 2023 and Market Share
Table 10. List of Global Tier 2 and Tier 3 Wealth Management Technology Solution Companies, Revenue (US$, Mn) in 2023 and Market Share
Table 11. By Type ? Global Wealth Management Technology Solution Revenue, (US$, Mn), 2023 & 2030
Table 12. By Type - Wealth Management Technology Solution Revenue in Global (US$, Mn), 2019-2024
Table 13. By Type - Wealth Management Technology Solution Revenue in Global (US$, Mn), 2025-2030
Table 14. By Application ? Global Wealth Management Technology Solution Revenue, (US$, Mn), 2023 & 2030
Table 15. By Application - Wealth Management Technology Solution Revenue in Global (US$, Mn), 2019-2024
Table 16. By Application - Wealth Management Technology Solution Revenue in Global (US$, Mn), 2025-2030
Table 17. By Region ? Global Wealth Management Technology Solution Revenue, (US$, Mn), 2023 & 2030
Table 18. By Region - Global Wealth Management Technology Solution Revenue (US$, Mn), 2019-2024
Table 19. By Region - Global Wealth Management Technology Solution Revenue (US$, Mn), 2025-2030
Table 20. By Country - North America Wealth Management Technology Solution Revenue, (US$, Mn), 2019-2024
Table 21. By Country - North America Wealth Management Technology Solution Revenue, (US$, Mn), 2025-2030
Table 22. By Country - Europe Wealth Management Technology Solution Revenue, (US$, Mn), 2019-2024
Table 23. By Country - Europe Wealth Management Technology Solution Revenue, (US$, Mn), 2025-2030
Table 24. By Region - Asia Wealth Management Technology Solution Revenue, (US$, Mn), 2019-2024
Table 25. By Region - Asia Wealth Management Technology Solution Revenue, (US$, Mn), 2025-2030
Table 26. By Country - South America Wealth Management Technology Solution Revenue, (US$, Mn), 2019-2024
Table 27. By Country - South America Wealth Management Technology Solution Revenue, (US$, Mn), 2025-2030
Table 28. By Country - Middle East & Africa Wealth Management Technology Solution Revenue, (US$, Mn), 2019-2024
Table 29. By Country - Middle East & Africa Wealth Management Technology Solution Revenue, (US$, Mn), 2025-2030
Table 30. Delio Company Summary
Table 31. Delio Wealth Management Technology Solution Product Offerings
Table 32. Delio Wealth Management Technology Solution Revenue (US$, Mn) & (2019-2024)
Table 33. Delio Key News & Latest Developments
Table 34. Dorsum Company Summary
Table 35. Dorsum Wealth Management Technology Solution Product Offerings
Table 36. Dorsum Wealth Management Technology Solution Revenue (US$, Mn) & (2019-2024)
Table 37. Dorsum Key News & Latest Developments
Table 38. DriveWealth Company Summary
Table 39. DriveWealth Wealth Management Technology Solution Product Offerings
Table 40. DriveWealth Wealth Management Technology Solution Revenue (US$, Mn) & (2019-2024)
Table 41. DriveWealth Key News & Latest Developments
Table 42. Elinvar Company Summary
Table 43. Elinvar Wealth Management Technology Solution Product Offerings
Table 44. Elinvar Wealth Management Technology Solution Revenue (US$, Mn) & (2019-2024)
Table 45. Elinvar Key News & Latest Developments
Table 46. FNZ Company Summary
Table 47. FNZ Wealth Management Technology Solution Product Offerings
Table 48. FNZ Wealth Management Technology Solution Revenue (US$, Mn) & (2019-2024)
Table 49. FNZ Key News & Latest Developments
Table 50. GBST Company Summary
Table 51. GBST Wealth Management Technology Solution Product Offerings
Table 52. GBST Wealth Management Technology Solution Revenue (US$, Mn) & (2019-2024)
Table 53. GBST Key News & Latest Developments
Table 54. New Access Company Summary
Table 55. New Access Wealth Management Technology Solution Product Offerings
Table 56. New Access Wealth Management Technology Solution Revenue (US$, Mn) & (2019-2024)
Table 57. New Access Key News & Latest Developments
Table 58. NICE Actimize Company Summary
Table 59. NICE Actimize Wealth Management Technology Solution Product Offerings
Table 60. NICE Actimize Wealth Management Technology Solution Revenue (US$, Mn) & (2019-2024)
Table 61. NICE Actimize Key News & Latest Developments
Table 62. Ortec Finance Company Summary
Table 63. Ortec Finance Wealth Management Technology Solution Product Offerings
Table 64. Ortec Finance Wealth Management Technology Solution Revenue (US$, Mn) & (2019-2024)
Table 65. Ortec Finance Key News & Latest Developments
Table 66. Prometeia Company Summary
Table 67. Prometeia Wealth Management Technology Solution Product Offerings
Table 68. Prometeia Wealth Management Technology Solution Revenue (US$, Mn) & (2019-2024)
Table 69. Prometeia Key News & Latest Developments
Table 70. TrueLayer Company Summary
Table 71. TrueLayer Wealth Management Technology Solution Product Offerings
Table 72. TrueLayer Wealth Management Technology Solution Revenue (US$, Mn) & (2019-2024)
Table 73. TrueLayer Key News & Latest Developments
Table 74. BRITech Company Summary
Table 75. BRITech Wealth Management Technology Solution Product Offerings
Table 76. BRITech Wealth Management Technology Solution Revenue (US$, Mn) & (2019-2024)
Table 77. BRITech Key News & Latest Developments
Table 78. InvestSuite Company Summary
Table 79. InvestSuite Wealth Management Technology Solution Product Offerings
Table 80. InvestSuite Wealth Management Technology Solution Revenue (US$, Mn) & (2019-2024)
Table 81. InvestSuite Key News & Latest Developments
Table 82. Smart Communications Company Summary
Table 83. Smart Communications Wealth Management Technology Solution Product Offerings
Table 84. Smart Communications Wealth Management Technology Solution Revenue (US$, Mn) & (2019-2024)
Table 85. Smart Communications Key News & Latest Developments
List of Figures
Figure 1. Wealth Management Technology Solution Segment by Type in 2023
Figure 2. Wealth Management Technology Solution Segment by Application in 2023
Figure 3. Global Wealth Management Technology Solution Market Overview: 2023
Figure 4. Key Caveats
Figure 5. Global Wealth Management Technology Solution Market Size: 2023 VS 2030 (US$, Mn)
Figure 6. Global Wealth Management Technology Solution Revenue, 2019-2030 (US$, Mn)
Figure 7. The Top 3 and 5 Players Market Share by Wealth Management Technology Solution Revenue in 2023
Figure 8. By Type - Global Wealth Management Technology Solution Revenue Market Share, 2019-2030
Figure 9. By Application - Global Wealth Management Technology Solution Revenue Market Share, 2019-2030
Figure 10. By Type - Global Wealth Management Technology Solution Revenue, (US$, Mn), 2023 & 2030
Figure 11. By Type - Global Wealth Management Technology Solution Revenue Market Share, 2019-2030
Figure 12. By Application - Global Wealth Management Technology Solution Revenue, (US$, Mn), 2023 & 2030
Figure 13. By Application - Global Wealth Management Technology Solution Revenue Market Share, 2019-2030
Figure 14. By Region - Global Wealth Management Technology Solution Revenue Market Share, 2019-2030
Figure 15. By Country - North America Wealth Management Technology Solution Revenue Market Share, 2019-2030
Figure 16. US Wealth Management Technology Solution Revenue, (US$, Mn), 2019-2030
Figure 17. Canada Wealth Management Technology Solution Revenue, (US$, Mn), 2019-2030
Figure 18. Mexico Wealth Management Technology Solution Revenue, (US$, Mn), 2019-2030
Figure 19. By Country - Europe Wealth Management Technology Solution Revenue Market Share, 2019-2030
Figure 20. Germany Wealth Management Technology Solution Revenue, (US$, Mn), 2019-2030
Figure 21. France Wealth Management Technology Solution Revenue, (US$, Mn), 2019-2030
Figure 22. U.K. Wealth Management Technology Solution Revenue, (US$, Mn), 2019-2030
Figure 23. Italy Wealth Management Technology Solution Revenue, (US$, Mn), 2019-2030
Figure 24. Russia Wealth Management Technology Solution Revenue, (US$, Mn), 2019-2030
Figure 25. Nordic Countries Wealth Management Technology Solution Revenue, (US$, Mn), 2019-2030
Figure 26. Benelux Wealth Management Technology Solution Revenue, (US$, Mn), 2019-2030
Figure 27. By Region - Asia Wealth Management Technology Solution Revenue Market Share, 2019-2030
Figure 28. China Wealth Management Technology Solution Revenue, (US$, Mn), 2019-2030
Figure 29. Japan Wealth Management Technology Solution Revenue, (US$, Mn), 2019-2030
Figure 30. South Korea Wealth Management Technology Solution Revenue, (US$, Mn), 2019-2030
Figure 31. Southeast Asia Wealth Management Technology Solution Revenue, (US$, Mn), 2019-2030
Figure 32. India Wealth Management Technology Solution Revenue, (US$, Mn), 2019-2030
Figure 33. By Country - South America Wealth Management Technology Solution Revenue Market Share, 2019-2030
Figure 34. Brazil Wealth Management Technology Solution Revenue, (US$, Mn), 2019-2030
Figure 35. Argentina Wealth Management Technology Solution Revenue, (US$, Mn), 2019-2030
Figure 36. By Country - Middle East & Africa Wealth Management Technology Solution Revenue Market Share, 2019-2030
Figure 37. Turkey Wealth Management Technology Solution Revenue, (US$, Mn), 2019-2030
Figure 38. Israel Wealth Management Technology Solution Revenue, (US$, Mn), 2019-2030
Figure 39. Saudi Arabia Wealth Management Technology Solution Revenue, (US$, Mn), 2019-2030
Figure 40. UAE Wealth Management Technology Solution Revenue, (US$, Mn), 2019-2030
Figure 41. Delio Wealth Management Technology Solution Revenue Year Over Year Growth (US$, Mn) & (2019-2024)
Figure 42. Dorsum Wealth Management Technology Solution Revenue Year Over Year Growth (US$, Mn) & (2019-2024)
Figure 43. DriveWealth Wealth Management Technology Solution Revenue Year Over Year Growth (US$, Mn) & (2019-2024)
Figure 44. Elinvar Wealth Management Technology Solution Revenue Year Over Year Growth (US$, Mn) & (2019-2024)
Figure 45. FNZ Wealth Management Technology Solution Revenue Year Over Year Growth (US$, Mn) & (2019-2024)
Figure 46. GBST Wealth Management Technology Solution Revenue Year Over Year Growth (US$, Mn) & (2019-2024)
Figure 47. New Access Wealth Management Technology Solution Revenue Year Over Year Growth (US$, Mn) & (2019-2024)
Figure 48. NICE Actimize Wealth Management Technology Solution Revenue Year Over Year Growth (US$, Mn) & (2019-2024)
Figure 49. Ortec Finance Wealth Management Technology Solution Revenue Year Over Year Growth (US$, Mn) & (2019-2024)
Figure 50. Prometeia Wealth Management Technology Solution Revenue Year Over Year Growth (US$, Mn) & (2019-2024)
Figure 51. TrueLayer Wealth Management Technology Solution Revenue Year Over Year Growth (US$, Mn) & (2019-2024)
Figure 52. BRITech Wealth Management Technology Solution Revenue Year Over Year Growth (US$, Mn) & (2019-2024)
Figure 53. InvestSuite Wealth Management Technology Solution Revenue Year Over Year Growth (US$, Mn) & (2019-2024)
Figure 54. Smart Communications Wealth Management Technology Solution Revenue Year Over Year Growth (US$, Mn) & (2019-2024)
