Market scan guide · Wealth and investment platforms

How to run a wealth and investment platform market scan

Wealth and investment scans cover investment platforms, advice software, portfolio management and fund and registry administration, often for the same institution. The scan has to say which layer is in scope and which stays, because the integration between layers is where most programs stall.

Figures from the Vederca registry as of 2026-10-13: 151 wealth and investment platforms vendors, 363 products, 18 countries.

The wealth and investment platforms landscape in numbers

Wealth and investment platforms software for financial institutions: the Vederca market map
The wealth and investment platforms market map: every vendor's own mark, by named customers then name, drawn from the registry. Download the map (PNG, or as SVG).

The registry lists 151 wealth and investment platforms vendors with 363 products, headquartered in 18 countries. 57 name at least one financial institution as a customer. 0 of the products mention an AI capability in their own text (0%).

Wealth and investment platforms vendors by headquarters country
United States: 53United States53Australia: 51Australia51United Kingdom: 21United Kingdom21Switzerland: 5Switzerland5Netherlands: 3Netherlands3France: 2France2Hong Kong: 2Hong Kong2India: 2India2Italy: 2Italy2New Zealand: 2New Zealand2
Wealth and investment platforms vendors by headquarters country: the figures as a table
ItemValue
United States53
Australia51
United Kingdom21
Switzerland5
Netherlands3
France2
Hong Kong2
India2
Italy2
New Zealand2
Capabilities most often mentioned by wealth and investment platforms products
Portfolio: 39, 0 confirmedPortfolio39Managed accounts: 15, 0 confirmedManaged accounts15Private markets: 14, 0 confirmedPrivate markets14Reporting: 14, 0 confirmedReporting14Trading: 14, 0 confirmedTrading14Client portal: 13, 0 confirmedClient portal13Advice: 11, 0 confirmedAdvice11Registry: 9, 0 confirmedRegistry9Custody: 7, 0 confirmedCustody7Research: 5, 0 confirmedResearch5Digital advice: 3, 0 confirmedDigital advice3Platform: 3, 0 confirmedPlatform3
Capabilities most often mentioned by wealth and investment platforms products: the figures as a table
ItemValue
Portfolio 0 confirmed39
Managed accounts 0 confirmed15
Private markets 0 confirmed14
Reporting 0 confirmed14
Trading 0 confirmed14
Client portal 0 confirmed13
Advice 0 confirmed11
Registry 0 confirmed9
Custody 0 confirmed7
Research 0 confirmed5
Digital advice 0 confirmed3
Platform 0 confirmed3
Wealth and investment platforms vendors founded, by year
2017: 2220172018: 3320182019: 1120192020: 1120202021: 1120212022: 020222023: 020232024: 2220242025: 020252026: 112026
Wealth and investment platforms vendors founded, by year: the figures as a table
YearCount
20172
20183
20191
20201
20211
20220
20230
20242
20250
20261

The largest by named customers

VendorHQ countryNamed customers
Clearwater AnalyticsUnited States20
GBSTAustralia12
SeismicUnited States12
AdminisNew Zealand11
Juniper SquareUnited States11
KFintechIndia8
ObjectwayItaly7
intellifloUnited Kingdom6

The newest entrants

VendorHQ countryFounded
TeciemUnited Kingdom2026
AlcovaAustralia2024
MarlooAustralia2024
TS ImagineUnited States2021
HebbiaUnited States2020
DaloopaUnited States2019

The full list, with every vendor's flagship product and named customers: Wealth management and investment platforms.

How to evaluate wealth and investment platforms vendors

  1. Name the layerPlatform and custody, advice and client engagement, portfolio management, registry and administration. Score vendors within the layer you are buying.
  2. Read the advice workflow against your conduct rulesFact find, advice document, implementation and review, with the records your conduct regulator expects, in one scripted case.
  3. Check connections to custodians, markets and registriesLive connections at named clients; data feeds and corporate actions handled, not planned.
  4. Model the feesPlatform pricing is tiered by funds under administration; model two years of flows before comparing.
  5. Look at reporting and taxClient reporting, tax statements and performance methods in your jurisdiction, with examples.

The method for the scan as a whole, longlist to shortlist, is on the market scan page; the report template gives the headings.

The requirements that separate them

Must-haves in most scans of this category: the register's gates. Each needs evidence named beside it.

  • Advice workflow with the regulator's records produced as a by-product
  • Custody, market and registry connections live at named clients
  • Client reporting and tax statements for the institution's jurisdiction
  • Fee models the institution can configure and explain
  • Managed accounts and model portfolios where the business runs them
  • Conduct and privacy obligations met in the system, not around it

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