TWM is built on a curated online directory of solution providers (and their solutions)
serving the diverse business needs of the global wealth management community.
Our online directory includes some 3,000 plus technology and related Solution Provider
Profiles and well over 6,000 categorised Solution Profiles from this community.
This extensive resource is supported by a deep library of knowledge resources and content.
TWM is built on a curated online directory of solution providers (and their solutions)
serving the diverse business needs of the global wealth management community.
Our online directory includes some 3,000 plus technology and related Solution Provider Profiles
and well over 6,000 categorised Solution Profiles from this community. This extensive resource
is supported by a deep library of knowledge resources and content.
For Solution Providers (Vendors)
We enable our solution providers to position, engage and support business
development through an entry in our directory and by using our range of supporting services.
We serve a range of global solution providers, but we are best known for
supporting technology, data and consulting players.
For Wealth Managers
We serve wealth managers from across the world whether banks, investment
managers, financial advisors, family offices or others, covering an extensive market.
Our primary users are wealth managers. They use our platform to support
their discovery of solution providers, offerings and related knowledge resources
content to meet their specific business needs.
For Consultants & Stakeholders
Our platform is open to any user from anywhere in the world. Alongside wealth
managers, our platform is used by other players in and around the sector including
consultants and investors.
Similar to wealth managers, they also use the platform to support their discovery
of solution providers, offerings and related knowledge resources content to meet
their specific business needs.
Proposition
A flexible, focused and relevant resource
We enable solution providers to position their brand and solutions, inform and
reach their target audiences within the global wealth management sector in a
variety of ways.
Built for wealth
We are 100% focused on wealth management and the main sub-segments of the sector. Our focus drives knowledge, relevance and engagement, and we support you in accessing this sector.
Ecosystem
Connecting, curating and sharing knowledge across the global wealth landscape
Our offering consists of four report types built on a single connected, purpose-built marketplace ecosystem.
Reports
Our offering consists of four report types.
Toolkit Reports
Toolkit reports focus on themes, regions, or segments and feature data, expert insights, and up to 12 showcases to help wealth managers explore business options.
WealthTech Annual
WealthTech report gathers contributions from participant providers, and themes wealth managers should consider in the year ahead.
Insight Reports
Insight reports cover key industry topics, compiling the latest data and perspectives into a clear, accessible format, with select contributions from market participants through articles, interviews, and showcases.
Wealth Centres
A wealth series profiling the leading wealth management business, models, market segments, regions, and more.
Offering
A full suite of growth opportunities
We provide a full suite of opportunities designed to help solution providers grow
visibility, strengthen market positioning, and engage directly with the global
wealth management community.
Membership
Our Membership is designed to increase a Solution Provider's presence in our online directory, advance their discoverability and maximise their ability to generate more leads from our engaged user base of wealth managers.
Reports
Position your market knowledge and offering in our industry reports. Our report programme offers contributors and sponsors various opportunities to engage, inform and position a their offering and thought leadership to our global readership.
Content
We enable clients to create compelling and market relevant content. Our clients utilise our report programme, WealthTech Tools thought leadership and content marketing products to deliver their messages to our established network.
Campaign
Leverage our network of senior decision makers within the global wealth management community to increase your brand awareness, engagement and sales. Campaign provides a toolkit of marketing tactics that you can deploy to amplify your solutions, content, events, and much more.
Events
We deliver in-person and digital events designed to bring together different segments of our global wealth management community. From our Roadshows, Webinars, Forums and Hives, we have created a platform for conversation in an increasingly digital world.
Research
Underpin your market strategy with research and insights. We provide first-class market research and insights. Whether you have internal strategic needs or wish to make a splash in the market with some research-led thought leadership, we can support you.
People
The people behind the platform
Join thousands of wealth management professionals and solution providers on the world's leading marketplace for wealth management.
Stephen Wall
Founder
Mungo Hamlet
Managing Director
Marc Bussell
Content Contributor
Tricia Bebita
Sales Manager
Kiarra Astejada
Marketing Manager
Marcus Pangilinan
Directory Manager
MEMBERSHIP
Join the community shaping the future of wealth management.
Get unrestricted access to 18,000+ vetted solution providers, exclusive research, and the directories private bankers and RIAs trust every day.