EV listed in WealthTech100 for the third consecutive year

The WealthTech100 list recognises the industry challenges and opportunities that advisory firms, investment managers, and financial institutions typically face.

We are proud to announce that specialist research firm FinTech Global has for the third consecutive year featured us in their annual WealthTech100 list. Featuring technology providers across financial planning, customer engagement, and investment solutions, to name but a few.

As the adoption of technology continues to grow in the wealth management space, digital solutions have enhanced consumer and client engagement through more bespoke and personalised financial experiences. These have replaced more traditional industry models and have also helped organisations better prepare for a post-pandemic world where there is the propensity for more remote client interactions.

 

According to figures published by FinTech Global, the total funding to the sector has now more than tripled since 2016 from $2.8bn to $9.3bn, up to the end of 2020. This sharp increase led directly to a more competitive space for the leading 100 WealthTech companies to battle it out.

FinTech Global director, Richard Sachar commented, “Established banks and investment firms need to be aware of the latest innovations to remain competitive in the current market, which is heavily focused on digital distribution and increased use of customer data, and even more so post Covid-19. The WealthTech100 list helps senior management filter through all the vendors in the market by highlighting the leading companies in sectors such as client acquisition, financial planning, portfolio management and digital brokerage.

 

We are delighted with our inclusion on the WealthTech 100 list, where an esteemed panel of analysts and industry experts cast their votes from a list of over 1,000 businesses.

Gary Wheeler, Chief Commercial Officer for EV, comments, “I’m thrilled that EV is on the highly regarded WealthTech 100 list for the third year running. Our inclusion is attributed to having market-leading stochastic modelling capabilities and delivering consistent, long-term risk-targeted strategic asset allocations. Our strong investment beliefs are strengthened by our robust digital technology solutions that continue to support and delight our investment and advisory clients.

So what next?

To learn more about our investment beliefs and long-term outperforming strategic asset allocations on our website or by downloading our stochastic vs deterministic eBook now.

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