Trends Report

The Top Emerging Technologies In Wealth Management, 2023

January 25th, 2023
With contributors:
David Hoffman , Brian Hopkins , Aaron Suiter , Jen Barton


Nearly two-thirds of business and technology professionals in wealth management firms are increasing their spending on emerging technologies. In this report, we cut through the hype and identify the nine emerging technologies that every wealth management firm should consider investing in: cloud-native computing, explainable AI, intelligent agents, automation fabric, machine learning, customer analytics, predictive analytics, sustainability ratings and ESG analytics, and decentralized digital identity. Technology leaders in wealth management firms can use this report to decide which emerging technologies to invest in, which to experiment with, and which to watch.

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