Building a Case for Wealth-as-a-Service, Part 1

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19 September 2022

WaaS is an untapped and untested market ripe with opportunities for incumbents and new entrants


This report is the first of a two-part series that, in combination, can be used by financial institutions, wealth management technology providers, and fintechs to evaluate the market opportunity for Wealth-as-a-Service (WaaS), assess the ecosystem, identify best-in-class technologies, and develop a strategic response.

Building a Case for Wealth-as-a-Service, Part 1 presents:

–An overview of emerging trends.

–A snapshot of global partnerships.

–Quantification of the market opportunity.

–A market segmentation of WaaS players.

–Implications for playing in this market.

With this report, Celent lays the foundation for the second report, Wealth-as-a-Service: A Road Map for Implementation,which goes on to explain what it takes to play and win at WaaS.