Celent is launching a new report series, Wealthtech Trends, to analyze the biggest news in wealth management technology on a quarterly basis.

This inaugural Wealthtech Trends Q1 2025 Report documents the technology trends of the last quarter from both financial institutions and wealth management technology providers, with added analyst commentary on the implications for the industry.

Here are the five most important wealthtech trends of Q1 2025. Celent clients can download the full report below to dive deeper into the trends, the companies involved, why it matters, and what to expect next.

Wealth Managers Invest in AI
Wealth managers making headlines include:

• BNY
• Carson Group
• Cetera
• Osaic
• Raymond James

Wealthtech Providers Are All-In on AI and Alts
Wealthtech providers making headlines include:

• Addepar
• Advisor360
• Apex Fintech Solutions
• Geowealth
• Wealthbox

GenAI Meeting Assistants Take Off
Startups making headlines include:

• Aveni
• Jump
• Mili
• Zeplyn
• Zocks

Portfolio Management Partnerships Ramp Up
TAMPs/portfolio management systems making headlines include:

• Advyzon
• Envestnet
• Morningstar
• Orion
• SS&C Black Diamond

B2C Fintechs Are Coming for the Wealthy
Fintechs making headlines include:

• Revolut
• Robinhood
• SoFi
• Wealthfront