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:
- Enable growth through partnership models and addressing industry challenges
- Open new markets by accessing PIMFAs enviable position as the industry trade body
- Align the interests of senior stakeholders with the latest technologies
- Profile and promote the best in technology innovation and service developments
- Build long-term relationships and develop an industry presence through multiple engagement channels
