10 Best Wealth Data & Analytics Solutions 2025

Why Data Matters More Than Ever

Data is invaluable to wealth management. Data is a powerful resource that when used effectively can help a firm stand out of the crowd. Whether it is for improving decision-making or influencing portfolio management, data is crucial to achieving the best outcomes. However, just having the data is not enough.

A common problem the industry faces is a reliance on legacy solutions. This includes siloed data in isolated systems, or a reliance on manual processes that lock staff into tedious tasks. This often leads to situations where data is unusable or loses its impact by depriving firms of full context. Additionally, it makes workflows much more time consuming.

The Roadblock: Outdated Infrastructure

Data science is the field focused on the ability to extract insights from data points. To function effectively, it needs to access to all relevant types of data. Poor access to data points can even stifle a firm’s ability to leverage the latest advancements in technology. The biggest example of this is artificial intelligence (AI) and machine learning (ML).

The hype around AI continues to grow each year and firms are often eager to adopt it. A recent example of this is generative AI, natural language processing (NLP) and other large language model (LLM) tools. These powerful tools can imitate the human brain to help firms transform customer communications or employee workloads. However, they rely on good data.

Without having access to full context, a generative AI solution is unable to provide effective support. FinTech Global recently spoke to multiple industry players about the importance of data as wealth firms explore generative AI.

The Shift Toward Smarter Data Strategies

The reliance on legacy technology does not mean firms are not trying. Data and analytics solutions are currently a prime target for firms across the wealth management sector, currently. A recent PwC report examined the interest of asset and wealth managers in data analytics. It claims 59% are either adopting or considering big data analytics for investment operations.

When firms have improved their data access and quality, there is a lot of exciting technology at their disposal. For instance, AI-powered analytics solutions can ingest structured and unstructured data to uncover investment patterns, automate risk assessments and improve portfolio management.

Additionally, it can empower firms to provide greater customer service and experiences. They can offer retail investors the same level of personalisation previously locked off to high-net-worth investors. FinTech Global recently spoke to industry stakeholders about how firm can use technology to effectively utilise their data.

Data as a Competitive Edge

Data is a strategic asset that can help firms stand out in an increasingly competitive market. The market is full of products and services that can help streamline business operations and make them cost effective. To help, here are 10 solutions offering innovative solutions.

Table of contents 

• ByAllAccounts – part of Morningstar Wealth
• everyoneINVESTED
• Fincite
• Fundpath
• IntellectAI
• Keenai
• LSEG Data & Analytics
• Kidbrooke
• M-Files
• Velexa

Company Overviews 

ByAllAccounts

ByAllAccounts – part of Morningstar Wealth: Supporting wealth management the data ecosystem

• Founded: 1999
• Subsectors: Aggregation and Integration
• Regions of Operations: US
• Who does it serve: Wealth managers, WealthTechs, Financial data providers
• What it does: ByAllAccounts streamlines the flow of financial account data across the entire wealth ecosystem. It supports everything from financial data providers and custodians to WealthTech platforms and reporting platforms. Removing the need for multiple data integrations, they offer a single, secure gateway to financial data. This significantly eases data exchange, speeding time to market, and cutting costs so one can focus on innovation.

Key features:  

• Financial data aggregation
• Portfolio Analytics
• Customer personalisation insights

everyoneINVESTED

everyoneINVESTED: Making wealth management available to everyone

• Founded: 2020
• Subsectors: B2B Robo Advisors, Compliance & Regulation, Client Prospecting & Engagement, Data & Analytics
• Regions of Operations: Europe, US, Middle East
• Who does it serve: Wealth managers
• What it does: The former innovation team of KBC Asset Management founded everyoneINVESTED in 2020. The founders had spent years helping KBC establish its position in savings and investments. Now they are taking their expertise beyond the boundaries of KBC. They are working towards a world where everyone invests with confidence.Their strength lies in their diverse skills and unparalleled understanding of applied behavioural finance in combination with investment regulation. They are not just automating the investment process; they are digitising it in a way that truly benefits investors. Its SaaS-based Profiler tool offers an interactive, hyper-personalised risk profile. It can capture an investor’s real concerns when investing, as well as their rational and emotional preferences.

Key features: 

• Hyper-personalisation
• Behavioural finance tools
• Simplified MiFID risk profiling

fincite

fincite: Digitising wealth management with end-to-end tools

• Founded: 2015
• Subsectors: Portfolio Management & Reporting, Investing Tools, Risk Analysis & Management, Financial Planning, Alternative Investment Solutions, Data & Analytics, Financial Services Software, Client Prospecting & Engagement, AI Analytics, Advisor Platform, Customer Onboarding
• Regions of Operations: Europe, US
• Who does it serve: Private banks, universal banks, family offices, savings banks, financial advisors, broker pools
• What it does: fincite is a leading WealthTech company in the European market, dedicated to digitising wealth management. It provides end-to-end digital products for banks, asset managers, wealth managers, and family offices. Fincite’s solutions cover client onboarding, advisory, investment ordering, and reporting.Its flagship solution, Fincite CIOS, enables advisors to consolidate all client wealth within a single application. This enables holistic financial planning across key life stages and enabling comparison of different investment strategies.The holistic reporting capabilities allow clients to gain deep insights into portfolio performance over various periods, supporting direct comparisons with specific benchmarks. It also offers detailed analysis by categories and instruments, and across metrics. These include loss deviation, Sharpe ratio, Sortino ratio and more. Other capabilities include detailed client portfolio breakdowns, risk analysis, simulations, sustainability insights and custom reporting.

Key features: 

• Instant portfolio optimising
• E2E digital asset management
• Holistic investment reporting

Fundpath

Fundpath: Transforming fund distribution

• Founded: 2021
• Subsectors: Data & Analytics, Client Prospecting & Engagement
• Regions of Operations: UK
• Who does it serve: Asset managers, wealth managers
• What it does: Fundpath is transforming investment distribution through smarter connections via its business intelligence and data platform. It bridges the information disconnect between the buyers and sellers of funds, enabling more relevant, efficient, and meaningful engagement.Fundpath’s platform provides real-time, forward-looking insights into wealth managers. It gives insights into their fund selection preferences, asset allocation intentions, and investment mandates of wealth managers. By removing less relevant communication, it helps asset managers connect with the right wealth manager and product. By empowering asset management sales and marketing teams with its insights, it helps them better serve clients and prospects.

Key features:

• Big data and predictive analytics
• API integrations
• Cloud-based infrastructure

IntellectAI

IntellectAI: The Empowered Relationship Manager

• Founded: 2014
• Subsectors: B2B Robo Advisors, B2C Robo Advisors, Digital Retirement Solutions, Portfolio Management & Reporting, Investing Tools, Digital Brokerage, Risk Analysis & Management, Financial Planning, Alternative Investment Solutions, Compliance & Regulation, Data & Analytics, Client Prospecting & Engagement, Financial Services Software
• Regions of Operations: Global
• Who does it serve: Financial advisors, relationship managers, banks, wealth firms
• What it does: IntellectAI’s WealthForce.AI distinguishes itself within the wealth management ecosystem as more than merely another platform. Constructed on the eMACH.ai architecture—characterised by event-driven, microservices-enabled, API-led and cloud-native, with integrated AI—it provides a revolutionary approach to wealth management.This platform facilitates rapid innovation and protects against obsolescence, ensuring banks and wealth firms remain competitive. Key features include pre-packaged AI models that enhance relationship management and decision-making. It also offers hyperpersonalisation engines that deliver tailored insights for individual client needs, offering bespoke wealth management strategies.It also boasts advanced tools, such as Portfolio Attribution and Scenario Analysis, that provide relationship managers with detailed insights into portfolio performance. Similarly, it offers real-time 360-degree view of clients’ financial positioning, alongside data-driven advisory tools to support personalised engagement.

Key features: 

• Hyper personalisation
• Scenario analytics
• Enhanced planning and advisory

Keenai

Keenai: Transforming wealth with intelligence

• Founded: 2021
• Subsectors: Portfolio Management & Reporting, Risk Analysis & Management, Data & Analytics, Financial Services Software, Automation & Governance
• Regions of Operations: MENA, India
• Who does it serve: Single family offices  
• What it does: Keenai Pulse is an AI-powered wealth management platform designed exclusively for Single Family Offices (SFOs). It consolidates data from diverse portfolios, custodians, asset classes, and private investments into one unified, real-time dashboard.Leveraging advanced AI driven analytics, automation, and robust risk management tools, Pulse simplifies decision-making, mitigates operational risks, and enhances portfolio oversight. Pulse helps SFOs transition from manual complexity to strategic clarity. This ensures they spend more time growing wealth and less on administrative tasks.

Key features: 

• Real-time market data
• Advanced insights and reporting
• Tailored investor support

Kidbrooke

Kidbrooke: Unified Analytics for Investment and Wealth

• Founded: 2011
• Subsectors: Holistic Financial Planning, Portfolio Management & Rebalancing, Financial Analytics, Risk and Compliance
• Regions of Operations: Nordics, Middle East, Europe
• Who does it serve: Wealth managers, asset managers, banks, FinTechs, insurers
• What it does: By distilling decades of research in quantitative finance and behavioural economics into easily accessible APIs, Kidbrooke empowers banks, insurers, and wealth managers to build next-generation investments, pension and wealth experiences. KidbrookeOne is a complete investment and wealth analytics platform designed to improve customer and adviser experiences. It also helps increase the efficiency of investment and wealth operations.The platform boasts financial data aggregation and enrichment tools. These include a normalised API for all market and ESG data needs. It also offers out-of-the-box integrations to commonly used data sources, and it offers a single source of truth for all investment product and instrument data.

Key features: 

• Outcome driven analytics and data management
• Investment product universe management
• Scenario testing

LSEG Data & Analytics

LSEG Data & Analytics: Powering business with best-in-class global market data and feeds

• Founded: 2007
• Subsectors: Portfolio Management & Reporting, Data & Analytics, Financial Services Software
• Regions of Operations: Global
• Who does it serve: Wealth advisors, Wealth managers, Financial institutions,
• What it does: LSEG Data & Analytics, one of the world’s largest providers of financial markets data and infrastructure. LSEG Data & Analytics boasts over 40,000 customers and 400,000 end users across approximately 170 markets. LSEG is an essential partner to the global financial community and redefining the future of data in financial services.It enables customers to draw crucial insights through data, feeds, analytics, AI and workflow solutions. With its unique insights seamlessly integrated into customers workflow, the platform helps them identify opportunity and seize competitive advantage. LSEG’s solutions empower wealth managers to improve advisor productivity, streamline digital onboarding, provide timely advice, and improve the overall experience for end investors. Create valuable and personalised experiences with our suite of solutions tailored for wealth managers

Key features: 

• AI-powered analytics
• Real-time data management
• Data-driven insights and portfolio analytics

M-Files

M-Files: Knowledge work automation provider

• Founded: 2002
• Subsectors: Knowledge Work Automation, Artificial Intelligence, Generative AI, Automation, Workflow, Collaboration, Security, Risk & Compliance
• Regions of Operations: Global
• Who does it serve: Wealth managers, asset managers,
• What it does: M-Files is committed to revolutionising the way wealth management and investment firms manage information. The platform empowers knowledge workers to achieve more by providing efficient information retrieval. With M-Files’ metadata-driven document management platform, users can instantly access the right information in any context, reducing search time and increasing productivity.

Key features: 

• Enhanced document organisation
• Informed decision-making
• Dedicated enterprise asset information

Velexa

Velexa: Wealth management solutions by next-generation investors

• Founded: 2022
• Subsectors: Investing Tools, Embedded Investing, Alternative Investment Solutions, Data & Analytics, Financial Services, Software, Digital Brokerage
• Regions of Operations: United Kingdom, Europe, Middle East, Latin America, Southeast Asia, Africa
• Who does it serve: Traditional banks, Neobanks, FinTechs, Brokers, Private banks, Wealth managers
• What it does: Velexa provides B2B investing and trading technology solutions that enable companies to launch investment services, digitise the end-user experience, broaden access to different asset classes, and overcome the constraints of in-house legacy systems – all in a matter of weeks. Velexa has the aim of making investing accessible to everyone through embedded and standalone investing capabilities. It supports retail and private banks, neobanks, brokerages, and disruptive players such as TelCos and large retailers.Delivered as SaaS and fully integrated into existing client systems via APIs, the platform acts as a backbone for a comprehensive investment and trading ecosystem. The complete front-to-back offering comprises several building blocks, including investing software solutions, various front-ends, connectivity to venues and data sources, business processes-as-a-service, post-trade-as-a-service, custom development, and white-glove client support.

Key features: 

• Customisable API-based investing platform
• Data management
• Comprehensive CRM system

Turning Data into a Strategic Advantage

As the wealth management landscape continues to evolve, the ability to harness high-quality, accessible, and actionable data points will be a key competitive advantage. Firms that move beyond outdated legacy systems and embrace cutting-edge analytics solutions are positioning themselves not just for operational efficiency, but for long-term growth, client satisfaction, and innovation.

From AI-powered personalisation to unified data ecosystems, the solutions explored in this article offer a glimpse into the future of wealth management – one where technology enables smarter decisions, deeper insights, and more meaningful client relationships.

Using the right data strategy and tools, firms can move from simply managing assets to truly empowering investors. Now is the time to invest in the infrastructure that will define success in 2025 and beyond.

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