Celent’s "Innovative Wealthtech Startups of 2025" report provides a comprehensive overview of the evolving wealthtech landscape in North America. It highlights how emerging start-ups are leveraging innovative technologies to enhance advisor productivity, streamline client engagement, and deliver personalized financial solutions.
The report profiles standout firms, examining their technologies, market strategies, and funding activities. Special attention is given to the rising impact of generative AI, from AI copilots to data-driven workflow enhancements, and its role in reshaping advisor and client experiences.
Celent also explores broader industry shifts, including the mainstream adoption of generative AI, growth of direct indexing, fintech-wealthtech convergence, and global business model expansion. The report concludes with strategic insights for start-ups, incumbents, and investors navigating regulatory complexity, integration challenges, and economic uncertainty.
Firms mentioned: Stash, Ethic, Altruist, Tifin, Vise, Domain Money, Charli Capital, Delio, ForwardLane, InvestSuite, LifeSite, Wahed, RightCapital, Conquest Planning, Alpaca, Human Interest, Luma, BetaNXT, Wealth Inc., Zocks, Powder Finance, Fireflies, BrightPlan, Zoe Financial, Advisor 360
