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WealthTech Trends 2026:
Who leads, who follows
WealthTech Trends 2026:
Who leads, who follows
These are the WealthTech trends you should keep an eye on in 2026!
These are the WealthTech trends you should keep an eye on in 2026!
Resilience, AI, Cloud Sovereignty: The wealth management sector faces decisions in 2026 that cannot wait.
Which technologies will truly prevail? Where will measurable competitive advantages arise? And what regulatory changes will directly affect your business?
The WealthTech Radar 2026 provides the practical blueprint for this.
12 industry experts analyze the topics that will determine who leads the European wealth sector in the coming years.
Resilience, AI, Cloud Sovereignty: The wealth management sector faces decisions in 2026 that cannot wait.
Which technologies will truly prevail? Where will measurable competitive advantages arise? And what regulatory changes will directly affect your business?
The WealthTech Radar 2026 provides the practical blueprint for this.
12 industry experts analyze the topics that will determine who leads the European wealth sector in the coming years.
These are the WealthTech trends you should keep an eye on in 2026!
Resilience, AI, Cloud Sovereignty: The wealth management sector faces decisions in 2026 that cannot wait.
Which technologies will truly prevail? Where will measurable competitive advantages arise? And what regulatory changes will directly affect your business?
The WealthTech Radar 2026 provides the practical blueprint for this.
12 industry experts analyze the topics that will determine who leads the European wealth sector in the coming years.
These are the WealthTech trends you should keep an eye on in 2026!
Resilience, AI, Cloud Sovereignty: The wealth management industry faces decisions in 2026 that cannot wait.
Which technologies will actually prevail? Where is measurable competitive advantage emerging? And what regulatory changes will directly affect your business?
The WealthTech Radar 2026 provides the practical blueprint for this.
12 industry experts analyze the topics that will determine who will lead the European wealth sector in the coming years.
12 high-profile experts as co-authors
12 high-profile experts as co-authors
12 experts as co-authors
12 experts as co-authors
Leyla Kunimoto
Founder
Accredited Investor Insights
Dr. Alexander Bechtel
Global Head of Digital Products
DWS
Delphine Asseraf
Deputy CEO
Harvest
Simon Seiter
Managing Director and CFO / CPO
AllUnity
Dr. Til Rochow
CPO & Co-Founder
Upvest
Dr. Oliver Pfeil
Chairman of the Board
ÖKOWORLD AG
Jerome Evans
CEO
firstcolo
Alexander Sperlich
Managing Director DE/ AT/ CH,
Morningstar
David Niedzielski
Managing Director
Sprengnetter Group
Susanne Krehl
Chief Growth Officer
wealthAPI
Pablo Nobre dos Reis
Digital Products Analyst
DWS
Nicola Alvaro
Head of Wealth Services & Distribution
Allianz Life Luxembourg Ltd.
Leyla Kunimoto
Founder
Accredited Investor InsightsDr. Alexander Bechtel
Global Head of Digital Products
DWSDelphine Asseraf
Deputy CEO
HarvestSimon Seiter
Managing Director and CFO / CPO
AllUnityDr. Til Rochow
CPO & Co-Founder
UpvestDr. Oliver Pfeil
Chairman of the Board
ÖKOWORLD AGJerome Evans
CEO
firstcoloAlexander Sperlich
Managing Director DE/ AT/ CH,
MorningstarDavid Niedzielski
Managing Director
Sprengnetter GroupSusanne Krehl
Chief Growth Officer
wealthAPIPablo Nobre dos Reis
Digital Products Analyst
DWSNicola Alvaro
Head of Wealth Services & Distribution
Allianz Life Luxembourg Ltd.
Leyla Kunimoto
Founder
Accredited Investor InsightsDr. Alexander Bechtel
Global Head of Digital Products
DWSDelphine Asseraf
Deputy CEO
HarvestSimon Seiter
Managing Director and CFO / CPO
AllUnityDr. Til Rochow
CPO & Co-Founder
UpvestDr. Oliver Pfeil
Chairman of the Board
ÖKOWORLD AGJerome Evans
CEO
firstcoloAlexander Sperlich
Managing Director DE/ AT/ CH,
MorningstarDavid Niedzielski
Managing Director
Sprengnetter GroupSusanne Krehl
Chief Growth Officer
wealthAPIPablo Nobre dos Reis
Digital Products Analyst
DWSNicola Alvaro
Head of Wealth Services & Distribution
Allianz Life Luxembourg Ltd.
Leyla Kunimoto
Founder
Accredited Investor InsightsDr. Alexander Bechtel
Global Head of Digital Products
DWSDelphine Asseraf
Deputy CEO
HarvestSimon Seiter
Managing Director and CFO / CPO
AllUnityDr. Til Rochow
CPO & Co-Founder
UpvestDr. Oliver Pfeil
Chairman of the Board
ÖKOWORLD AGJerome Evans
CEO
firstcoloAlexander Sperlich
Managing Director DE/ AT/ CH,
MorningstarDavid Niedzielski
Managing Director
Sprengnetter GroupSusanne Krehl
Chief Growth Officer
wealthAPIPablo Nobre dos Reis
Digital Products Analyst
DWSNicola Alvaro
Head of Wealth Services & Distribution
Allianz Life Luxembourg Ltd.
3 reasons to read the radar:
3 reasons
to read the radar:
In the WealthTech Radar 2026, 12 industry experts analysed 11 future topics. It is not a trend report, but a concrete blueprint for anyone who wants to lead in Europe's wealth management industry.
11 deciding trends
From AI and cloud sovereignty to tokenization and digital estate planning. The topics that will make a difference in 2026.
From AI and cloud sovereignty to tokenization and digital estate planning. The topics that will make a difference in 2026.
+70 pages analysis
No theory, but well-founded analysis with concrete recommendations for banks, asset managers, and advisors.
No theory, but well-founded analysis with concrete recommendations for banks, asset managers, and advisors.
12 expert opinions
Voices from banks, WealthTechs, and consulting firms including Harvest, DWS, Morningstar, Allianz, and Upvest.
Voices from banks, WealthTechs, and consulting firms including Harvest, DWS, Morningstar, Allianz, and Upvest.
Cloud sovereignty is no longer just an IT issue, but a business strategy.
Jerome Evans
CEO, firstcolo
Tokenized Private Credit remains the fastest growing segment as a niche – bankable, provided governance, data, and infrastructure are in place.
Simon Seiter
Managing Director and CFO / CPO, AllUnity
Where traditional indices provide efficiency, Direct Indexing offers institutional control.
Alexander Sperlich
Managing Director for Germany / Austria / Switzerland, Head of Strategic Business Development EMEA, Morningstar
Data, precise assessability, and digital access make real estate a more attractive and strategically relevant investment component.
David Niedzielski
Managing Director, Sprengnetter Group
Digital securities infrastructure is no longer an experiment, but the foundation for the future of wealth management.
Dr. Til Rochow
CPO & Co-Founder, Upvest
The aggregation of wealth data combined with AI enables significantly more personalised financial products, recommendations, and advice.
Susanne Krehl
Chief Growth Officer, wealthAPI
Access is broadening, yet private equity remains a long-term investment heavily influenced by the respective manager.
Leyla Kunimoto
Founder, Accredited Investor Insights
Artificial intelligence does not replace humans; it enhances their decision-making capabilities.
Delphine Asseraf
Deputy CEO, Harvest
Anyone looking to tap into digital customer segments or offer more to existing customers should focus on establishing targeted offerings around crypto-assets.
Dr. Alexander Bechtel
Global Head of Digital Products, DWS
Digital assets are increasingly becoming a staple of the global financial markets.
Pablo Nobre dos Reis
Digital Products Analyst, DWS
Greenwashing was yesterday. Those who say ESG must now provide evidence.
Dr. Oliver Pfeil
Chairman of the Management Board of ÖKOWORLD AG
No digital idleness: Your assets require careful planning; otherwise, they will be lost.
Nicola Alvaro
Head of Wealth Services & Distribution, Allianz Life Luxembourg S.A.
Cloud sovereignty is no longer just an IT issue, but a business strategy.
Jerome Evans
CEO, firstcolo
Tokenized Private Credit remains the fastest growing segment as a niche – bankable, provided governance, data, and infrastructure are in place.
Simon Seiter
Managing Director and CFO / CPO, AllUnity
Where traditional indices provide efficiency, Direct Indexing offers institutional control.
Alexander Sperlich
Managing Director for Germany / Austria / Switzerland, Head of Strategic Business Development EMEA, Morningstar
Data, precise assessability, and digital access make real estate a more attractive and strategically relevant investment component.
David Niedzielski
Managing Director, Sprengnetter Group
Digital securities infrastructure is no longer an experiment, but the foundation for the future of wealth management.
Dr. Til Rochow
CPO & Co-Founder, Upvest
The aggregation of wealth data combined with AI enables significantly more personalised financial products, recommendations, and advice.
Susanne Krehl
Chief Growth Officer, wealthAPI
Access is broadening, yet private equity remains a long-term investment heavily influenced by the respective manager.
Leyla Kunimoto
Founder, Accredited Investor Insights
Artificial intelligence does not replace humans; it enhances their decision-making capabilities.
Delphine Asseraf
Deputy CEO, Harvest
Anyone looking to tap into digital customer segments or offer more to existing customers should focus on establishing targeted offerings around crypto-assets.
Dr. Alexander Bechtel
Global Head of Digital Products, DWS
Digital assets are increasingly becoming a staple of the global financial markets.
Pablo Nobre dos Reis
Digital Products Analyst, DWS
Greenwashing was yesterday. Those who say ESG must now provide evidence.
Dr. Oliver Pfeil
Chairman of the Management Board of ÖKOWORLD AG
No digital idleness: Your assets require careful planning; otherwise, they will be lost.
Nicola Alvaro
Head of Wealth Services & Distribution, Allianz Life Luxembourg S.A.
Cloud sovereignty is no longer just an IT issue, but a business strategy.
Jerome Evans
CEO, firstcolo
Tokenized Private Credit remains the fastest growing segment as a niche – bankable, provided governance, data, and infrastructure are in place.
Simon Seiter
Managing Director and CFO / CPO, AllUnity
Where traditional indices provide efficiency, Direct Indexing offers institutional control.
Alexander Sperlich
Managing Director for Germany / Austria / Switzerland, Head of Strategic Business Development EMEA, Morningstar
Data, precise assessability, and digital access make real estate a more attractive and strategically relevant investment component.
David Niedzielski
Managing Director, Sprengnetter Group
Digital securities infrastructure is no longer an experiment, but the foundation for the future of wealth management.
Dr. Til Rochow
CPO & Co-Founder, Upvest
The aggregation of wealth data combined with AI enables significantly more personalised financial products, recommendations, and advice.
Susanne Krehl
Chief Growth Officer, wealthAPI
Access is broadening, yet private equity remains a long-term investment heavily influenced by the respective manager.
Leyla Kunimoto
Founder, Accredited Investor Insights
Artificial intelligence does not replace humans; it enhances their decision-making capabilities.
Delphine Asseraf
Deputy CEO, Harvest
Anyone looking to tap into digital customer segments or offer more to existing customers should focus on establishing targeted offerings around crypto-assets.
Dr. Alexander Bechtel
Global Head of Digital Products, DWS
Digital assets are increasingly becoming a staple of the global financial markets.
Pablo Nobre dos Reis
Digital Products Analyst, DWS
Greenwashing was yesterday. Those who say ESG must now provide evidence.
Dr. Oliver Pfeil
Chairman of the Management Board of ÖKOWORLD AG
No digital idleness: Your assets require careful planning; otherwise, they will be lost.
Nicola Alvaro
Head of Wealth Services & Distribution, Allianz Life Luxembourg S.A.
Sneak preview
Sneak preview
A first look at selected trends. The complete WealthTech Radar 2026 is available for free as a PDF.
A first look at selected trends. The complete WealthTech Radar 2026 is available for free as a PDF.
The blueprint for Europe's wealth management industry
The blueprint for Europe's wealth management industry
The blueprint for Europe's wealth management sector
Download WealthTech Radar 2026 now for free!
Download WealthTech Radar 2026 now for free!
Download WealthTech Radar 2026 now for free!
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Franklinstr. 52
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Wealth management/
Financial planning
Modular wealth
management software
Features fincite • cios
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Franklinstr. 52
60486 Frankfurt
Wealth management/
Financial planning
Modular wealth
management software
Features fincite • cios
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