@WealthTech

WealthTech posts articles, blogs, & information related to innovation, digitization, & trends in Wealth Management & Financial Services industries.

[@WealthTech @WealthTech_Co]

Most CRMs were built for sales orgs.

Not for advisory relationships.

The mismatch blocks everything:
❌️ AI fails
❌️ Growth can't be measured
❌️ Personalization breaks
❌️ Integration falls apart

What's your CRM failing at?

#WealthTech #AdvisorTech #CRM

[@WealthTech @WealthTech_Co]

For the first time, AI has overtaken cloud as the tech delivering the most business impact.

28% vs 21%.

Cloud era asked: can we do this faster?
AI era asks: can we be smarter than our competitors?

Different question. Different winners.

#AI #Strategy

[@WealthTech @WealthTech_Co]

72% of heirs leave their parents' advisor after a wealth transfer.

📖 Blog below👇🏾.

#WealthManagement #EstatePlanning #WealthTech

https://t.co/0QUTFx6egl

[@WealthTech @WealthTech_Co]

5 forces reshaping the industry right now:

1️⃣ Brand & scale no longer win alone
2️⃣ Personalization is the floor — not a feature
3️⃣ AI is sorting firms into 2 categories
4️⃣ Your client already asked an AI
5️⃣ Governance is a competitive advantage

#WealthTech #Strategy #AI

[@WealthTech @WealthTech_Co]

Private markets just entered the 401(k).

AB + Brookfield + Carlyle launched ABC [ONE] today.

The journey:$50M min → $1M min → $25K min → $0 min

Deloitte: $1T in DC private market allocations by 2030.

📊 Full breakdown in the image.
#WealthTech #PrivateMarkets #Retirement

[@WealthTech @WealthTech_Co]

322 RIA deals in 2025. A new record.

And most firms still can't answer:
What drives our organic growth?

Buying AUM is getting expensive.
Building a growth engine keeps getting deferred.

Scale alone is no longer a differentiator.

#WealthManagement #RIA

[@WealthTech @WealthTech_Co]

This applies to every industry, not just wealth management.

AI is forcing a choice:

Add it to how you work.
or
Rebuild how you work around it.

Most organizations are choosing without realizing it.

Blog → https://t.co/ysmwAUpcgm

#AI #Strategy

[@WealthTech @WealthTech_Co]

Sunday night drop. 🧵

AI in WealthTech just shifted from pilot to production.

Most firms aren't ready.

7 slides. The story this week told us.

Swipe 👇

#WealthTech #AI #FinTech

[@WealthTech @WealthTech_Co]

54% of wealth managers say integration is their #1 tech gap.

Not AI. Not cloud.

📖 Read my latest blog on this 👇

#WealthTech #FinTech #AI
https://t.co/k0uuaN8Cwc

[@WealthTech @WealthTech_Co]

95% of RIAs use AI daily.
23% of bank trust operations do.

That's a 72-point gap and it's compounding.

F2 Strategy surveyed 85 firms, $61T in assets. Their conclusion:
It's a competitive threat.

Where does your firm sit?

#WealthTech #AI #RIA #WealthManagement

[@WealthTech @WealthTech_Co]

This week in WealthTech:
→ Hightower → unified platform for 663 advisors
→ iCapital + Envestnet → alts inside UMA
→ Orion + Pontera → 401(k) data in live trading workflows

Old playbook: rip & replace

New playbook: connect, don't replace

#WealthTech #FinTech #AdvisorTech

[@WealthTech @WealthTech_Co]

80 percent of everyday investors are already using AI for their investment research. Only 38 percent of wealthier clients trust AI to actually manage their money.

That gap is changing everything about how good financial advice works in 2026. I broke it down in a carousel 👇🏾

[@WealthTech @WealthTech_Co]

AI won’t replace advisors.
It will expose who’s unprepared.

Why AI copilots are changing advice 👇

AI Copilots for Advisors: The Next Competitive Advantage in Wealth Management
https://t.co/FCxeTsuUXI

#WealthTech #AI #FutureOfAdvice #WealthManagement

[@WealthTech @WealthTech_Co]

If performance is table stakes, what actually protects retention?

Sharing a quick perspective on why digital engagement may now be the clearest early signal of client loyalty in wealth management.

#WealthManagement #DigitalTransformation

[@WealthTech @WealthTech_Co]

As wealth transfers to the next generation, what matters more: Performance or Digital Relevance?
#WealthManagement #Leadership #digitaltransformation
https://t.co/aivnOEhgQa

[@WealthTech @WealthTech_Co]

Precision is becoming the real differentiator in wealth management.

Cleaner data. Simpler access. Better decisions.

This is a platform shift, not just a tech upgrade.

#WealthManagement #Strategy #FutureOfWealth

[@WealthTech @WealthTech_Co]

Sharing a quick snapshot of where wealth management is heading next — private markets, tokenization, and AI all converging faster than most expect. Curious what stands out to you 👇https://t.co/Y1zsbvBl9L

[@WealthTech @WealthTech_Co]

Build vs. Buy in Wealth Management: A Clearer Lens for Today
https://t.co/Z1tkeUOOLE

[@WealthTech @WealthTech_Co]

These five trends are set to define WealthTech in 2026. From channel‑less client experiences to AI‑augmented advisors and the accelerating impact of tokenization, the industry is moving rapidly toward a more unified, intelligent, and client‑centric model.

[Ryan Sharma @WhatRyanDo]

Interested to find out what https://t.co/ugMn9fcvGD does? Check out our latest video! https://t.co/wUPQejmJps