October 20, 2022 PureFacts

Purefacts was awarded WealthTech100 innovation leader

The fourth annual WealthTech100 list for 2022 is launched today by specialist research firm FinTech Global. The prestigious ranking recognizes the world’s most innovative technology solution providers that address the digital transformation challenges and opportunities faced by investment firms, private banks and financial advisors.

The WealthTech sector has experienced huge growth in recent years as the surge in online usage and customer demand for best-practice digital experience have accelerated innovation. The global WealthTech market is projected to reach $11.9bn by 2030.

The process to identify the 100 WealthTech innovation leaders was more competitive than ever this year and over 1,200 companies were considered for inclusion. A panel of analysts and industry experts voted for the 100 finalists by assessing the impact those companies are making by using technology to solve a significant industry problem or to generate efficiency improvements across the investment value chain.

According to Richard Sachar, a director of FinTech global, “The rise of digital distribution channels and online financial products has opened new client segments for investment firms and financial advisors. Businesses that fail to keep up with the latest technologies and innovation will be less competitive and lose market share over time. The WealthTech100 list helps senior decision-makers filter through all the vendors in the market by highlighting the leading companies in areas such as client acquisition, financial planning, portfolio management and digital brokerage.”

Some of the world’s leading companies in the 2022 WealthTech100 include:

  • AIFMetrics: plug & play cloud-hosted, white-labelled platform empowering alternative asset managers to digitally transform into new client segments; augmenting AUM
  • CAIS: the first truly open marketplace for alternative investments, where financial advisors and asset managers can engage and transact directly on a massive scale
  • Docupace: platform focused on digitizing and automating operations in the financial advice and investment industries to reduce back-office expenses
  • Doxim: communications technology leader providing personalized, omnichannel document solutions and transforming experiences to strengthen engagement across the lifecycle in financial and regulated markets
  • FamilyWealth: digital advisory firm using technology to enable financial advisers to compete and win against wire houses and fintechs
  • FinaSoft: offers solutions for mapping of digital communication and customer interaction along with complete client onboarding and investment advice process
  • Flanks: wealth Management SaaS solution that automatically aggregates the position and operation of your clients into your reporting tool
  • GBST: provides innovative back-office technology solutions and digital services to the wealth management sector globally
  • GrowthInvest: technology platform on a mission to make investing in alternative assets simple and accessible
  • Hexaview: offers a fully-featured wealth management reporting software for financial advisors to optimize the cumbersome process of financial reporting
  • InvestCloud: global company specializing in developing first-class, digital platforms that enable the development of financial solutions, pre-integrated into the Cloud
  • InvestSuite: helps financial institutions realise their digital wealth transformation journey, democratise wealth management and create the most delightful investing experiences
  • Ledgex: the first comprehensive fintech platform designed with family offices in mind
  • NICE Actimize: the leading global provider of financial crime, risk, and compliance solutions
  • Openfinance, BME’s Fintech: an expert in Wealth Management Solutions with 20 years of experience in the digitization of investment processes of financial institutions
  • Ortec Finance: the company’s OPAL solution facilitates goal-based planning and monitoring of clients’ goals and improves investment decision making
  • PaxFamilia: holistic advice platform that helps financial institutions understand and serve their clients with the right solutions at the right time
  • PSplus: the leading partner for individual Wealth Management Solutions whether for Family Offices, Asset Managers, Banks, or Foundations
  • PureFacts: develops software that helps financial services firms increase revenue, reduce risk, and deliver better outcomes to their clients
  • QPLIX: digitizes the management of complex financial assets by mapping the entire range of liquid and illiquid asset classes
  • Refinitiv: provides wealth firms with world-leading content and intuitive workflows that deepen client engagement and optimize business performance
  • Sentifi: detects investment signals in over 500M+ tweets, news, forums and blogs daily with a sophisticated, proprietary AI engine
  • TelosTouch: a connected experience platform for institutions, advisors and clients to personalize services, increase loyalty and accelerate revenue
  • Tindeco: enables wealth and asset managers to offer highly customised investment solutions in a scalable manner
  • Velexa: investing technology platform empowering financial institutions to capitalise on the demand for modern and ubiquitous investing solutions by new-generation investors
  • WealthObjects: helps firms launch modern fully automated or hybrid digital business models in investing and savings as a B2B financial technology partner

A full list of the WealthTech100 and detailed information about each company is available to download for free at www.WealthTech100.com.

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