UKPWM Solution Provider Directory

Solutions Shaping Private Wealth

A curated directory of 5,500+ technology firms, data providers and consulting organisations serving wealth managers, family offices and private wealth professionals across every relevant category.

A resource for practitioners and private wealth clients

Whether you are a wealth manager evaluating technology, a family office principal assessing service providers, or a private capital professional researching the solutions available to your advisers — this directory is designed to support your discovery process.

The directory covers 43 specialist categories across two groups: Technology & Data Solutions, and Consulting, Research & Support Services.

Technology & Data Solutions

25 categories covering the full technology and data landscape for wealth management

Business Intelligence & Practice Management Business Process Management & Outsourcing Client Communications & Reporting Client Engagement & Management Client Marketing & Prospecting Client Onboarding & Identity Verification Compliance & Regulation Core Banking Cyber & Network Security Data Feeds & Information Sources Data Management & Analysis Digital Platforms & Tools Digital (Robo) Investing Distributed Ledger Technologies & Cryptocurrencies Document Management & Storage Financial & Retirement Planning Investment Platforms & Tools Market & Business Infrastructure Portfolio Build, Analysis & Reporting Portfolio & Wealth Management Systems Risk Analysis & Management Software Development & Management Technology Strategy & Consulting Tools for the Client (B2C)Trading & Back Office

Consulting, Research & Support Services

18 categories covering advisory, research, recruitment and specialist services

Business & Client Risk Business Establishment & Support Services Business Strategy & Advisory Compliance & Regulatory Services Education, Coaching & Training Events, Networks & Panels Financial Markets Research & Analysis Fundraising & M&A Headhunting & Recruitment Manager Selection, Monitoring & Review Market Analysis, Understanding & Sizing News & Publishing Platforms Proposition Design, Development & Delivery Qualitative & Quantitative Research Sales, Marketing & PR Technology Evaluation & Selection Technology Implementation & Management

Browse all firms

5,501 firms found

.fintra

Zug, Switzerland

Business Strategy & Advisory

“Veritas” - Fund Data Quality & Distribution Platform

Zurich, Switzerland

Client Engagement & Management

A Company That Cares

Dorking, United Kingdom

Business Establishment & Support Services

Aave

London, United Kingdom

Digital Platforms & Tools

Abaka AI

London, United Kingdom

Client Engagement & Management

Abbove Platform

Brussels, Belgium

Digital Platforms & Tools

Aboon for Advisors

New York, NY, United States

Client Engagement & Management

Aboon for Employers

New York, NY, United States

Client Engagement & Management

ACA Aponix

New York, NY, United States

Compliance & Regulation

ACA Foreside

New York, NY, United States

Compliance & Regulation

ACA Mirabella

New York, NY, United States

Compliance & Regulation

Accelerate

Chattanooga, TN, United States

Client Engagement & Management

Accelerate digital transformation

London, United Kingdom

Business Strategy & Advisory

Accelerators

Warrington, United Kingdom

Business Process Management & Outsourcing

Accent Technologies Platform

Melbourne, FL, United States

Business Intelligence & Practice Management

Access to Economists

London, United Kingdom

Financial Markets Research & Analysis

accord

Milton Keynes, United Kingdom

Business Intelligence & Practice Management

Accordia Group Services

Greenwich, CT, United States

Software Development & Management

Account Aggregation

Lehi, UT, United States

Data Management & Analysis

Account Aggregation

Edenton, NC, United States

Investment Platforms & Tools

Account Aggregation Service

London, United Kingdom

Data Management & Analysis

Account Fast

Sydney, NSW, Australia

Client Engagement & Management

Account Management

Chicago, IL, United States

Technology Strategy & Consulting

Account Opening

Dublin, Ireland

Business Process Management & Outsourcing

The Solution Provider Directory is maintained by Private Markets Group.
To list your firm, visit privatemarkets-group.com/list-your-firm