Curated, not crowdsourced
Every provider, solution and resource is reviewed and categorised by our team, so the directory stays a trusted signal, not noise.
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 7,000 categorised Solution Profiles from this community. This extensive resource is supported by a deep library of knowledge resources and content.
Connect with The Wealth Mosaic
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 7,000 categorised Solution Profiles from this community. This extensive resource is supported by a deep library of knowledge resources and content.
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.
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.
The principles that shape how we build and run the marketplace.
Every provider, solution and resource is reviewed and categorised by our team, so the directory stays a trusted signal, not noise.
The platform is structured by the real business needs of wealth managers, not by vendor marketing, so discovery is fast and relevant.
Continuous research, editorial and direct conversations keep the picture up to date as the market moves.
One connected marketplace serving every major wealth-management hub, with content tuned to each region.
One platform, open to everyone working in and around global wealth management.
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.
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.
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.
Our offering consists of four report types built on a single connected, purpose-built marketplace ecosystem.
Our offering consists of four report types.
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 report gathers contributions from participant providers, and themes wealth managers should consider in the year ahead.
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.
A wealth series profiling the leading wealth management business, models, market segments, regions, and more.
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.
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.
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.
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.
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.
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.
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.
Join thousands of wealth management professionals and solution providers on the world's leading marketplace for wealth management.
Get unrestricted access to 18,000+ vetted solution providers, exclusive research, and the directories private bankers and RIAs trust every day.
