Top 10 Wealth Management Solution Providers 2024
Today, the financial industry grapples with complex regulatory environments, the need for enhanced client engagement, and the demand for robust technological integration. Moreover, the increasing expectation for personalized and transparent services adds another layer of complexity to an already demanding profession. As wealth management firms strive to navigate these challenges, they seek innovative solutions that can streamline operations, improve client interactions, and drive growth.
Enter the Top 10 Wealth Management Solution Providers. These companies are at the forefront of transforming the wealth management industry, offering cutting-edge technologies and services designed to address the multifaceted issues faced by financial advisors today. From advanced CRM systems and comprehensive practice management platforms to AI-driven analytics and secure data management solutions, these providers are making a significant impact.
What sets these top solution providers apart is their commitment to innovation and their ability to deliver tailored solutions that meet the unique needs of wealth management firms. They are not merely reacting to industry trends; they are shaping the future of wealth management. Through their state-of-the-art platforms and client-centric approaches, these companies are enhancing advisor productivity, ensuring compliance, and fostering deeper client relationships.
In this edition of Wealth Management Solution Providers, we highlight the top 10 companies that are leading the way in revolutionizing the industry. Each of these firms has demonstrated a profound understanding of the challenges at hand and has developed solutions that offer tangible benefits to wealth management professionals.
Company:
additiv
Management:
Nils Frowein
Designation:
CEO
Headquarters:
Zürich, Switzerland
Website:
additiv.com
Additiv enables leading financial institutions and brands globally to develop new and transform existing business models, capitalizing on digital innovation and Finance-as-a-Service capabilities. additiv’s API-first cloud platform is one of the world’s most powerful solutions in wealth management, credit, and insurance. The technology, together with the global ecosystem of regulated financial service providers, opens new opportunities for banks, insurance companies, and asset managers.
Company:
aixigo
Management:
Arnaud Picut
Designation:
CEO
Headquarters:
Nordrhein-Westfalen, Germany
Website:
aixigo.com
Aixigo provides the world's fastest API-based Wealth Management Platform for creating individual, innovative and profitable wealth management services! The high-performance aixigo:BLOXX of the Wealth Management Platform provide all technological capabilities for the application in investment advisory, portfolio monitoring and analysis, portfolio management and financial planning.
Company:
Contemi
Management:
Gopala Subramaniam
Designation:
CEO
Headquarters:
Downtown Core, Singapore
Website:
contemi.com
Contemi Solutions, with a 25-year track record, empowers the financial services industry across Europe, Asia, and Australia-New Zealand. Specializing in insurance, capital markets, asset and wealth management, Contemi enhances digital transformation and automation. Their client-centric solutions improve customer service, operational excellence, and simplify risk management and compliance.
Company:
Croesus
Management:
Vincent Fraser
Designation:
President & CEO
Headquarters:
Laval, Canada
Website:
croesus.com
Croesus offers innovative, high-performance wealth management solutions, including portfolio management systems, rebalancing tools, and APIs. These tools boost productivity, enhance client relationships, and optimize asset management. With over 200 employees in Montréal, Toronto, and Geneva, Croesus has earned numerous industry awards for quality and excellence as an employer, while aiming to deliver a superior experience and positive community impact.
Company:
FINFOLIO
Management:
Matt Abar
Designation:
CEO
Headquarters:
Denver, CO
Website:
finfolio.com
FinFolio makes portfolio management software for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client portals, all with a single portfolio management software platform.
Company:
Iress
Management:
Marcus Price
Designation:
CEO
Headquarters:
Melbourne, Australia
Website:
iress.com
Iress is a global team of over 2,300 people creating software that optimizes the performance of the financial services industry. Serving more than 10,000 businesses and half a million users, their clients range from iconic financial brands to advice firms, challenger banks, insurers, and brokers. Operating across Asia Pacific, the UK, Europe, North America, and Africa, Iress is transforming financial services.
Company:
Practifi
Management:
Adrian Johnstone
Designation:
CEO
Headquarters:
Sydney, Australia
Website:
practifi.com
Practifi is a performance optimization platform designed for the wealth management industry. Built on Salesforce, it enables teams to automate workflows, create detailed client records, and access advanced analytics in a unified experience. Featuring comprehensive APIs, specialist wealth industry integrations, and an ecosystem of integrated apps, Practifi centralizes data and enhances organizational visibility.
Company:
Profile Software
Management:
Evangelos I. Angelides
Designation:
CEO & Executive Member
Headquarters:
Athens, Greece
Website:
profilesw.com
Founded in 1990, Profile Software is a specialised financial software solutions provider with offices in key financial centers and a presence in 50+ countries across Europe, the Middle East, Asia, Africa and the Americas delivering market-proven solutions to the Investment Management and Banking industries.
Company:
swissQuant
Management:
Mohamed Louizi
Designation:
CEO
Headquarters:
Zürich, Switzerland
Website:
swissquant.com
Established in 2005, swissQuant is a technology firm specializing in the development and implementation of software solutions and data analytics tools for the financial industry. Its core business is to support market leaders in their geographic growth and digital transition. The company's mission is to bridge the gap between traditional financial wisdom and fintech innovation, fostering an environment where client relationships and advanced technology coexist and thrive.
Company:
Temenos
Management:
Jean-Pierre Brulard
Designation:
CEO
Headquarters:
Lancy, Switzerland
Website:
temenos.com
Temenos's mission is to power a world of banking that creates opportunities for everyone. Driven by a passion for improving banking, Temenos serves as the platform for all industry players—large and small banks, non-banks, fintechs, partners, and developers. Their ambition is to be Everyone’s Banking Platform.
