Top 10 Wealth Management Solution Companies - 2021- Companies
benefitRFP: Wealth And Benefit Planning Experts

Top 10 Wealth Management Solution Companies - 2021

The wealth management arena has been in the midst of a disruptive change ever since the COVID-19 hit the economy and businesses alike. Wealth managers are drastically adopting innovations in technology to remain competitive. Advancements in big data analytics help them not only achieve deep insights into their products and services but also provide greater value for their clients. On the other hand, artificial intelligence (AI) drives the development of new applications that dramatically improve both front and back-office operational efficiency.

New debiasing techniques demonstrate significant potential in analyzing a broader range of data affecting investment-related decisions, increasing profits while allowing fund managers to develop winning strategies based on logical reasoning rather than intuition. At the same time, the emergence of digital channels in wealth management increases customer loyalty and, consequently, the return on investment (ROI) for investors. Furthermore, this trend is opening up additional revenue streams as wealth management companies are leveraging customer data through technology providers. Besides, the internet of things (IoT) is enabling wealth management companies to discover new ways for leveraging client data. Additionally, wealth management firms are leveraging agile distribution models to respond to customer needs more dynamically.

As such, the technological progressions in the arena are opening up a universe of new possibilities for wealth management solution and service providers. This implies that enterprises looking for companies providing robust wealth management solutions and services have to choose from a plethora of options.

To make this task easier and assist leaders in identifying the right wealth management solution providers, Capital Markets CIO Outlook presents to you, “Top 10 Wealth Management Solution Providers 2021 & Top 10 Wealth Management Service Companies 2021.” A distinguished panel comprising CEOs, CIOs, VCs, Analysts, and the Capital Markets CIO Outlook editorial board has selected the most promising wealth management solution and service providers. In our selection process, we looked at the company’s offerings, core competency, news/press releases, client testimonials, milestones, and other recognition.

  • Top Wealth Management Solution Companies

  • New Jersey-based Advisors Capital Management provides investors with the most personal and customized portfolio management solutions possible as well as a variety of strategies, each tailored to the corresponding investment objectives of the client. Founded in 1998, ACM’s top management includes veterans from the U.S. financial arena, including Dr. Lieberman, former Chief Economist at Chase, and former chairman of the U.S. Federal Reserve, Dr. Alan Greenspan, who is currently working as the company’s senior economic advisor. Typically, ACM constructs a portfolio of income-yielding assets to enable the client to have reliable, recurring income without the risk of selling off assets at low prices after a sharp market decline

  • benefitRFP eliminates the confusion and obstacles in the benefit planning process with its unique artificial intelligence-based financial planning solutions that help clients identify opportunities in benefit and investment planning to keep them in a profitable position. As a one-stop shop for corporate executive benefits, the company combines various products and services from leading investment and insurance product vendors with robust, cost-competitive administrative solutions. benefitRFP’s tools assist enterprises in understanding their benefit goals and planning to achieve them. Being on the forefront of technology in the financial services and investment areas for the past few years, benefitRFP allows enterprises to easily engage with their solutions by plugging in all their information, including commercial insurance, general liabilities, executive benefits, and more, along with their goals into the company’s solutions

  • A business intelligence provider enabling clients to derive actionable insights that drive successful go-to-market outcomes. Discovery Data’s flagship product, MarketPro, is a SaaS-based desktop platform, which enables companies to easily distribute products and recruit the right personnel with a deep understanding of local communities and the experience needed to guide customers towards the right investment plans.

  • eVestment


    eVestment brings transparency and efficiency to the global institutional market, equipping managers, asset owners and consultants to make data-driven decisions, deploy their resources more productively and ultimately realize better outcomes

  • Castle Funds

    Castle Funds

    Castle Funds is an investment firm that has been managing funds invested in Bitcoin and other digital currencies since 2017

  • Fiserv


    Global technology provider serving the financial services industry, driving innovation in payments, processing services, risk and compliance, customer and channel management, and business insights and optimization

  • Independent Financial Partners

    Independent Financial Partners

    Independent Financial Partners is a full-service broker-dealer, registered investment adviser, and insurance agency. Everything we do is with financial professionals and their clients in mind

  • Masttro


    Masttro technology intelligently manages & supervises all financial and non-financial assets and everything that comes with it, allowing team to focus in generating value

  • Mink Wealth Management

    Mink Wealth Management

    Mink Wealth is a trusted wealth management firm with decades of collective experience in the industry. The firm is able to address all aspects of financial planning, investment management, tax & estate planning, retirement planning, and more

  • Ninth Wave

    Ninth Wave

    The Ninth Wave Platform provides a turnkey solution for securely and reliably deploying, managing, and scaling financial data exchange