WealthTech Report 2025 - Trends you need to know
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Discover our WealthTech Report now. With the WealthTech Radar 2025, you get a unique overview of the most important trends, technologies and developments in digital wealth management. Why is this report relevant for everyone involved in the future of wealth management? Find out here!
What is the WealthTech Radar and why is it so relevant in 2025?
The WealthTech Radar 2025 is far more than a market overview. It is a strategic tool that shows how the sector is changing and where future growth will emerge.
At its heart are 22 subject areas, which are divided into four developmental stages:
Idea: Innovative visions and initial market observations
Innovation: First startups and validated proofs of concept
Growth: Market-ready business models with strong growth
Commodity: Established solutions in the mass market
Industry knowledge meets analysis
What makes it special? The report is based on the analysis of 23 leading experts in the industry and was created through AI-supported evaluation of interviews. This makes the WealthTech Radar a unique compass for decision-makers, innovation managers and consultants in the financial sector.
The key insights from the WealthTech Report 2025
The shift begins with investors
New target groups, above all digital and ESG-conscious investors, demand scalable platforms, intuitive interfaces and smart tools. "One size fits all" no longer works.
Hyper-personalisation instead of standard advice
Interactive financial planning, Personalised Indexing and individual recommendations are becoming increasingly relevant. Advice is becoming a co-creation experience.
Example: Instead of rigid ETF suggestions, clients now experience dynamically generated portfolio proposals, tailored to their life situation, sustainability preferences and risk appetite.
Alternative assets and tokenisation on the rise
From Fractional Stocks to Real Assets and tokenised private equity shares, the WealthTech Report sheds light on how digital technologies are making new asset classes accessible to broader target groups.
This creates not only new investment opportunities, but also completely new platform models.
Artificial intelligence becomes part of the core infrastructure
AI-supported advice, compliance optimisation and automated risk analyses are no longer a thing of the future. The radar shows concrete examples of how AI is already integrated into the daily routine of wealth managers.
Artificial intelligence is a technology that differs significantly from all the other technologies that have changed our lives and the business world so far.
- Michael Zwiefler, General Manager Financial Services, Microsoft
Open Finance and data integration as the foundation
The increasing connectivity via open interfaces creates new challenges, but also opportunities for data-driven advice. The WealthTech Report analyses how complex customer profiles can be seamlessly integrated through APIs and data platforms.
What does this mean for banks, financial institutions and advisers?
Success factor 1: Courage to specialise
The days of general investment advice are over. Successful providers rely on target-group-specific offerings, for example for NextGen heirs, self-directed investors or impact-oriented investors.
Success factor 2: Leverage technology partnerships
No institution has to build everything itself. The radar shows numerous examples of collaborative models with FinTechs, through which digital innovation can be implemented faster and more efficiently.
Success factor 3: Trust through transparency
Whether ESG investment, crypto offering or tokenised assets: The digital presentation must go hand in hand with regulatory clarity and comprehensible communication. The radar provides concrete benchmarks here.
The WealthTech Radar 2025 as a download – What you get
✅ All 22 trend areas clearly explained
✅ Divided by maturity stages (Idea, Innovation, Growth, Commodity)
✅ First-hand industry opinions – from CEOs, founders and innovation managers
✅ Deep dives on topics such as tokenisation, AI, ESG and alternative asset classes
Who is this report for?
Innovation managers looking for trends & benchmarks
Advisers & Wealth Managers who want to integrate developments at an early stage
Banks & Platform providers who want to sharpen their strategy for the coming years
Conclusion – Knowledge is the first step to innovation
The WealthTech Radar 2025 is not a forecast, it is a tool for actively shaping the future in wealth management. With deep analyses, practical assessments and a clear focus on technological opportunities, it helps you build your lead.
📥 Download now and know what will be important in 2025 before everyone else.
👉 WealthTech Radar 2025 – Download your free PDF now
