About Us

The digital marketplace
for wealth management

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.

Connect with The Wealth Mosaic
TWM by Numbers
We Serve

Built on a curated, trusted foundation

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.

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.

The Wealth Mosaic ecosystem
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

Stephen Wall

Founder
Mungo Hamlet

Mungo Hamlet

Managing Director
Marc Bussell

Marc Bussell

Content Contributor
Tricia Bebita

Tricia Bebita

Sales Manager
Kiarra Astejada

Kiarra Astejada

Marketing Manager
Marcus Pangilinan

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.

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