WealthTech Report 2025 - Trends you need to know
Rocio de Kment
5 Jun 2025
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 asset management? You can find out here!
What is the WealthTech Radar and why is it so relevant in 2025?
The WealthTech Radar 2025 is much more than a market overview. It is a strategic tool that shows how the sector is changing and where future growth will emerge.
It focuses on 22 topic areas, which are divided into four development stages:
Idea: Innovative visions and initial market observations
Innovation: Initial startups and validated proof-of-concepts
Growth: Market-ready business models with strong growth
Commodity: Established solutions in the mass market
Industry Knowledge Meets Analysis
The special aspect? The report is based on the analysis of 23 leading experts in the industry and was created through AI-supported evaluation of interviews. Thus, the WealthTech Radar is a unique compass for decision-makers, innovation managers, and advisors in the financial sector.
Key Insights from the WealthTech Report 2025
The Change Starts with Investors
New target groups, especially 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, Personalized Indexing, and individual recommendations are gaining relevance. Consultation becomes a co-creation experience.
Example: Instead of rigid ETF proposals, 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 to tokenised private equity shares, the WealthTech Report highlights how digital technologies are making new asset classes accessible to broader target groups.
This not only creates 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 science fiction. The Radar shows concrete examples of how AI is already integrated into the daily operations of wealth managers.
Artificial intelligence is a technology that differs fundamentally from all the other technologies that have so far changed our lives and the business world.
- Michael Zwiefler, General Manager Financial Services, Microsoft
Open Finance and Data Integration as a Basis
The increasing networking through 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 Advisors?
Success Factor 1: Courage to Specialise
The days of general investment advice are over. Successful providers focus on target group-specific offerings, for instance, for NextGen heirs, self-directed investors, or impact-oriented investors.
Success Factor 2: Leverage Technology Partnerships
No institution needs to build everything themselves. The Radar shows numerous examples of cooperative models with FinTechs that can implement digital innovation faster and more efficiently.
Success Factor 3: Trust Through Transparency
Whether it’s ESG investment, crypto offerings, or tokenised assets: The digital representation must be accompanied by regulatory clarity and understandable communication. The Radar provides concrete benchmarks here.
The WealthTech Radar 2025 as a Free Download – What you get
✅ All 22 trend areas clearly explained
✅ Divided by maturity stages (Idea, Innovation, Growth, Commodity)
✅ Industry opinions from first-hand sources – from CEOs, founders, and innovation managers
✅ Deep dives into topics like tokenisation, AI, ESG, and alternative asset classes
For Whom is the Report Intended for?
Innovation managers looking for trends & benchmarks
Advisors & wealth managers who want to incorporate developments early
Banks & platform providers looking to sharpen their strategy for the coming years
Conclusion – Knowledge is the First Step Towards Innovation
The WealthTech Radar 2025 is not a forecast, it is a tool for actively shaping the future in wealth management. With in-depth analyses, practical assessments, and a clear view of technological opportunities, it helps you expand your lead.
📥 Download now and be the first to know what will be important in 2025.
👉 WealthTech Radar 2025 – Download your free PDF now
