WealthTech Directory

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2RSquared is a pioneering SaaS company that empowers wealth managers to use their knowledge of their clients’ unique financial objectives to tailor-make investment products, all within a cutting-edge digital framework.

Atfinity AG

Atfinity is a leading No-Code Software to automate and orchestrate Client Onboardings, Client Lifecycle Processes, KYC/KYB/AML and Loan Originations in the financial industry in a fast, scalable and compliant way.

Aut-AI Limited

Aut-AI’s Tailored Solutions for Business Automation, Custom App Creation and AI Integration. Leverage our expertise to streamline your business processes, reducing manual tasks and accelerating operations significantly.

BTON Financial

BTON is an independent technology company utilising machine learning to improve outcomes for trading desks. By using large, collaborative datasets BTON powers intelligent decision making for the traders of today and tomorrow.

Calimere Point

Calimere Point is a London based data analytics consultancy founded in 2009. We provide our clients with value by developing and delivering powerful, bespoke data analytics and visualisation solutions that enable drive deeper insights and help drive better decision-making.

Engage Hub

Engage Hub, intelligent AI platform helps clients to intuitively and effectively select the right solutions that work for their business – while delivering significant cost savings, improving operational efficiencies.


Fenergo is independently recognised as a market leader in AML/KYC Client and Investor Lifecycle Management (CLM & ILM) solutions.

Figg Wealth

The Figgwealth platform is designed to revolutionise wealth management, leveraging cutting-edge AI technologies to consolidate user wealth beyond conventional open banking.


KnowYourFunds is a cloud-based SaaS solution that enables investment institutions to deliver continuous, automated ESG oversight and reporting.


Neotas are specialists in customer due diligence, working to reduce the financial crime and reputational risks which face all businesses. From basic internet, database and social media checks to deep forensic analysis, providing research on individuals and companies which identify risks before they cause damage to our clients.


Toca is a single platform to meet all of your digital transformation and automation needs. Our lightning-fast Low Code environment allows you to both rapidly build bespoke applications and to place modern, more usable veneers on top of old systems. Any app created is cross-device and cross-browser.


WealthObjects SaaS software is a front and middle office application enabling investment and wealth firms to centralise client interactions and flexibly deliver client journeys in-person, entirely online or in a hybrid manner by connecting to their chosen trading and custody partners.


We want to showcase the best in wealth technologies and the value of innovation to the Wealth sector. Sign-up is simple and straightforward and by creating a company profile we can start promoting your business, insights and expertise to the industry today.

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If you’re interested in knowing more about PIMFA WealthTech and how we are working with the industry to innovate at scale and pace, please contact us. We’d love to hear from you.