Features
Every capability, ranked by which vendors actually ship it.
Tax-loss harvesting34 vendors
Rebalancing engine58 vendors
Direct indexing21 vendors
Held-away assets17 vendors
share of 1305 vendors tracked
Train for fintech. One sector at a time.
A training ground for people building careers in fintech — real vendors, real workflows, real roles, real salary bands. Wealth is live today. Every other sector is being built the same way.
Wealth is live today
0vendors
0capabilities
0features
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0roles
0skills
Live numbers from the Wealth catalog · June 2026
Sectors
Asset Management
asset.financeforfun.com
Portfolio construction, OMS/EMS, risk, distribution, fund ops.
Banking
banking.financeforfun.com
Core banking, BaaS, deposits, lending, fraud, and CX.
Capital Markets
capital.financeforfun.com
Venues, execution, post-trade, market data, tokenization rails.
Crypto
crypto.financeforfun.com
Exchanges, custody, wallets, stablecoins, DeFi, L1/L2 infra.
Payments
payments.financeforfun.com
Acquirers, processors, orchestration, wallets, real-time rails.
Live
Wealth Management
wealth.financeforfun.com
Financial planning, investments, client engagement, ops, BD.
Open the Vendor AtlasLive on Wealth today
General courses teach finance theory. Hiring managers test the stack.
Which vendor. Which workflow. Which compliance line to hold. What an analyst actually does on Monday. Finance for Fun closes that gap, sector by sector. Wealth is live today. Everything below ships on the Wealth site right now — and ships with every new sector.
Vendor Atlas
Vendors mapped to the workflow — filter, compare, drag-and-drop two side by side.
Financial Planning15
Investment Mgmt18
Operations11
Client Engagement10
64 sub-capabilities tracked
Vendor density
Which capabilities are crowded vs. wide open — useful for build-vs-buy.
Portfolio Acct70
Investment Data92
Custodial36
Trading / Rebal32
Client Portal36
Compliance28
Industry map
Where the firms cluster — by country and channel.
US92
UK41
CA28
AU22
DE18
SG14
IN19
CH11
FR13
NL9
JP8
AE6
shade = firms tracked · 92 in US, 6 in AE
Market Pulse
Vendor moves, M&A, hiring signals — flagged the day they break.
This week · severity mix14 moves
Breakout · 3Notable · 7Steady · 4
Envestnet → private+4.8σ
AdvyzonAI launches agents+2.1σ
Orion adds AI co-pilot+1.4σ
Salary Lab
What roles pay — by city, seniority, and the skills that move the band.
WealthTech PMNew York5 yrs
$156k
$134k – $184k median band
+ PRDs+ Build-vs-buy+ Agentic AI
Quizzes & games
8-question DNA scans that map you to roles, gaps, and what to learn next.
Skill DNA
1 / 8Who are you today?
I come from tech, want a business role in wealth
I work in ops, want the tech edge
I'm switching careers into WealthTech
Blogs & deep dives
Editorial context on the moves that matter — buy, build, partner.
Strategy
Why Orion + Black Diamond keep splitting RIA spend
Investment
Direct indexing at $100k: still vapor, or finally real?
Same toolkit ships with every new sector
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