WealthTech

CONNECTING TECHNOLOGY AND INNOVATION

At PIMFA WealthTech, our focus is to connect the best in technology and talent with the wealth management and financial advisory industry to drive greater innovation and growth. We do this by creating the conditions that allow for targeted service promotion and direct engagement.

Our industry of over 13,000 regulated firms and almost £2trn of assets under influence covers:

Network and national IFAs

Regulated financial advisers

Wealth managers

Investment platforms

The distribution arms of the banks
(private, retail, challenger and investment), insurers and asset managers

Related financial and professional service providers

TO SUPPORT THE INDUSTRY IN PROGRESSING WITH ITS DIGITAL TRANSFORMATION AGENDA, WE LOOK FOR BUSINESSES THAT UNDERSTAND OUR MARKET, HAVE A VIABLE PRODUCT OFFERING AND ARE ENTERPRISE READY.

For participating FinTechs, our core services are designed to:

BECOME A MEMBER

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.

NEED MORE INFORMATION?

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.

ESGTECH

Tackling climate change is an essential component of the global sustainability agenda and the wealth management and financial advisory sector is making a significant contribution.

OPENWEALTH

The promise of Open Wealth is powerful, presenting a more positive experience for consumers, supplier choice, products, automated services and more control of data for better financial outcomes.