Wealth Management Technology Companies
The Untapped Potential in Cybersecurity

Top 10 Wealth Management Technology Solution Companies - 2021

Companies’ expectations from wealth management firms are becoming increasingly diverse, with rising emphasis on wealth transfers, retirement planning, and social impact investing. More so, with evolving digitization in the industry, companies and asset managers are leveraging the power of massive amounts of financial information for real-time asset and portfolio management. As a result, the rapid digital innovation has enabled third-party services to access clients’ financial information, turning clients’ data privacy and security at stake. This trend implies that regulations around cybersecurity are also likely to get stronger in the coming years.

As a consultative process that helps entrepreneurs meet the wants and needs of high-net-worth clients, wealth management requires high-level professional services that combine several financial services into one approach. Wealth managers are persistently searching for technologies that help them in not only aggregating the data securely but also in giving real-time analytics and generating bespoke financial reports on actionable investment and risk management. But amidst a sea of such companies, consultants, and solutions, how do leaders find the best one? For such users, our listed wealth management solutions and service providers with vendor details and client reviews will help you analyze and choose the best fit.

To help leaders navigate through the list of wealth management solution and service providers, our panel comprising CEOs, CIOs, VCs, industry analysts and the editorial board of Banking CIO Outlook has narrowed down the top companies in this landscape who exhibit competence in delivering robust innovations. We present to you Banking CIO Outlook’s “Top 10 Wealth Management Technology Solution Providers 2021”.

    Wealth Management Technology Companies

  • Provides managed turnkey automated integrations for any financial cloud-based CRM.


  • Horizon Investments Offers a unique goal-based investment management strategy and easy to use portals for personalized product and portfolio planning. Horizon has replaced the traditional investment models with an investor’s goals as its priority and has investment strategies that reflect that priority. Strategies that can equip investors with the financial security to live on their own terms. The company’s goals-based investment strategy can help investors position their wealth to support the key financial results they seek throughout their lives. Apart from the customization that Horizon offers to advisors, it also works on a range of enhancements internally as part of its efforts to stay ahead of the market developments


  • New Access is a leading provider of a scalable and modular core-to-digital solution suite designed to meet the specific requirements of the private banking and wealth management industries. The company epitomizes the phrase ‘one-stop shop’ through its fully modular core-to-digital solutions and managed services, which enable clients to solve any current and future challenges, regardless of the complexity. The company can count on its Banker’s Front digital client lifecycle management platform (CLM) to efficiently empower banks, wealth managers, and investments managers to manage a successful digital transformation journey. Through this complete 360° CLM cockpit, banks can now effectively manage onboarding, customer relations, investment proposals, and asset holdings.


  • Redi2 Technologies offers fee billing software to financial services firms to resolve billing and payout challenges while streamlining operations, enhancing cash flow, and reducing costs


  • Backbase


    Backbase state-of-the-art digital banking software solution unifies data and functionality from traditional core systems and new fintech players into a seamless, digital customer experience

  • Broadridge


    Broadridge helps drive business transformation for clients with solutions for enriching client engagement, navigating risk, optimizing efficiency and generating revenue growth

  • Hearsay Systems

    Hearsay Systems

    The Hearsay Client Engagement Platform empowers over 200,000 advisors and agents to authentically and intelligently grow business relationships by proactively guiding and capturing the last mile of digital communications.

  • InvestEdge


    InvestEdge has been a leading technology partner helping investment management firms and institutions more effectively aggregate, transform and present complex investment data to better serve high-net-worth clients

  • PureFacts Financial Solutions

    PureFacts Financial Solutions

    Ranked a WealthTech100 Company, PureFacts provides enterprise wealth management and asset management solutions for the financial services industry in Canada, United States, Europe, Asia Pacific, Middle East and Africa

  • SEI


    SEI helps professional wealth managers, institutional investors and private investors create and manage wealth enable their long-term success by providing solutions that are both comprehensive and innovative