Wealthtech Solutions Market Report 2026

The wealthtech solutions market size has grown rapidly in recent years. It will grow from $6.19 billion in 2025 to $7.08 billion in 2026 at a compound annual growth rate (CAGR) of 14.4%. The growth in the historic period can be attributed to increasing smartphone penetration in financial services, growth of fintech startup ecosystems, rising demand for low-cost investment solutions, expansion of digital payment infrastructure, increased acceptance of online advisory platforms.

The wealthtech solutions market size is expected to see rapid growth in the next few years. It will grow to $11.4 billion in 2030 at a compound annual growth rate (CAGR) of 12.7%. The growth in the forecast period can be attributed to growing investments in ai-powered wealthtech platforms, rising demand for hyper-personalized financial services, expansion of api-driven financial ecosystems, increasing integration of alternative data sources, growing adoption among younger investor segments. Major trends in the forecast period include rising adoption of robo-advisory solutions, growing use of ai-driven financial planning tools, expansion of mobile-first wealth applications, increasing integration of personalized investment algorithms, enhanced focus on user experience design.

The increasing interest in digital financial services (DFS) is expected to drive growth in the wealthtech solutions market. Digital financial services encompass a wide range of financial services delivered through digital channels such as mobile phones, the Internet, or other electronic devices. This growing interest is fueled by consumer expectations for personalized, efficient, and accessible wealth management services facilitated by technological advancements. Wealthtech solutions leverage digital platforms to deliver innovative and personalized wealth management and investment services, thereby enhancing accessibility and efficiency for users. For example, according to FedPayments Improvement in May 2024, digital wallets and mobile apps saw adoption by 62% of businesses in 2023, up significantly from 47% in 2022. This trend underscores the increasing adoption and demand for digital financial services, driving growth in the wealthtech solutions market.

Major companies operating in the wealthtech solutions market are concentrating on developing innovative offerings such as unified managed-account platforms that incorporate private market capabilities to address the growing demand for broader access to alternative investments, portfolio consolidation, enhanced tax optimization, and improved advisor efficiency. A Private Markets Account is a managed-account sleeve or module that enables both private (alternative) and public assets to be held, valued, reported, and rebalanced together within a single account structure. For example, in December 2024, InvestCloud Inc., a US-based wealthtech platform provider, launched the Private Markets Account (PMA), an advanced managed-account capability. The PMA is structured as a fully dedicated sleeve within InvestCloud’s APL managed-accounts architecture and is supported by a PMA Network of asset managers and model creators. The PMA operates by allowing advisors to allocate, trade, and rebalance public and private assets through the same platform, simplifying operations and reporting. Its distinctive features include ready-made private market models from partner managers, integrated performance and tax analytics across asset classes, and centralized rebalancing and reporting functionalities that previously required multiple systems.

In April 2024, AlpacaDB Inc., a US-based technology company, acquired WealthKernel for an undisclosed amount. Through this acquisition, Alpaca aims to accelerate its expansion into the UK and European markets by leveraging WealthKernel’s regulated local infrastructure and strengthening its end-to-end brokerage and wealth-tech capabilities for global customers. WealthKernel Ltd is a UK-based technology company that provides API-driven investment infrastructure, including custody, brokerage, and portfolio management solutions, enabling fintechs and financial institutions to efficiently build, launch, and scale digital wealth products.

Major companies operating in the wealthtech solutions market are JPMorgan Chase & Co., Bank of America, Citigroup Inc., Wells Fargo & Company, BNP Paribas, Goldman Sachs, Barclays PLC, FMR LLC, BlackRock Inc., State Street Global Advisors, The Vanguard Group Inc., Lightspeed POS, Paymentus Holdings Inc., Angel One Limited, Verafin, Wealthfront Corporation, DriveWealth LLC, Aixigo AG, Valuefy, Moxtra, Trackinsight SAS, WealthTechs Inc., Advisor Software (ASI), Bridge Financial Technology.

North America was the largest region in the wealthtech solutions market in 2025. The regions covered in the wealthtech solutions market report are Asia-Pacific, South East Asia, Western Europe, Eastern Europe, North America, South America, Middle East, Africa. The countries covered in the wealthtech solutions market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Taiwan, Russia, South Korea, UK, USA, Canada, Italy, Spain.

The wealthtech solutions market includes revenues earned by entities through subscription fees, transaction fees, data services, and personalized wealth management services. The market value includes the value of related goods sold by the service provider or included within the service offering. Only goods and services traded between entities or sold to end consumers are included.

The market value is defined as the revenues that enterprises gain from the sale of goods and/or services within the specified market and geography through sales, grants, or donations in terms of the currency (in USD unless otherwise specified).

The revenues for a specified geography are consumption values that are revenues generated by organizations in the specified geography within the market, irrespective of where they are produced. It does not include revenues from resales along the supply chain, either further along the supply chain or as part of other products.

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