Value proposition

The Digital Marketplace for Wealth Management

We are uncovering and categorising the global ecosystem of solutions and solution providers to the wealth management sector. Why? Because the sector is changing and moving forward there will be a far deeper engagement between the broad business needs of wealth managers and the marketplace of solutions and solution providers that will support those needs. #wealthischanging

The Wealth Mosaic is being built as a unique, focused and engaging digital marketplace targeted at the business needs of the wealth management sector across the world.

Our marketplace is a research-led and curated directory of ALL relevant solutions and solution providers. We categorise these profiles into individual marketplaces, then into individual business needs and then further through filters to create segment, geography and other views.

In a market that is facing considerable and ongoing change, The Wealth Mosaic has been conceived to bring wealth managers and solution providers closer together based on a clear understanding of the needs of both sides.

By building and constantly maintaining a research-led directory, we are in fact creating a knowledge engine room to support the sector's journey into the future. One dedicated resource, thousands of solutions, solution providers and knowledge resources, all categorised and accessible.

The Wealth Mosaic been built to fill a clear gap in the market for a knowledge resource that is: (1) dedicated to the wealth management sector, (2) founded and grown out from a comprehensive and evolving directory, (3) constantly engaged on both the buying and selling sides of the marketplace, (4) cost efficient to access and engage with for both wealth managers and solution providers, (5) actively engaged with partners to grow a global resource for the benefit of the sector and (6) a channel to truly understand both broad and focused aspects of the wealth management sector and the broad ecosystem around it.

Because #wealthischanging

Wealth Management, WealthTech, Publishing, Wealth Research, FinTech, Family Offices, External Asset Managers, Registered Investment Advisors, Independent Financial Advisors, Broker Dealers, Private Banking, Market Research, Family Office, Wealth Solutions, Content Creation, Video Interviews, Webinars, Podcasts, Industry Reports, Directory, and Market Intelligence