Fintech Maps
Vendor Density · Fintech Maps
Where the market is crowded — and where it isn't.
Every sub-capability across the wealth-tech stack, sized by vendor count and shaded by density band.
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Financial Planning15 caps
Comprehensive Planning32Tax Planning27Retirement Planning19Estate Planning24Social Security Analysis17Retirement Income / Distribution3AI / Advanced Planning1Legacy Tools10Equity Compensation5Medicare & Health Care10Planned Giving5Caregiving & Special Needs6Business Valuation8College Planning9Insurance / Annuity Services10
Investment Management18 caps
Portfolio Management70Performance Reporting14Trading / Rebalancing32Custodial Platforms35Investment Data Analytics92TAMP Service Providers14Economic Analysis & Stress Testing26401k Specialist16Risk Tolerance24Account Aggregation33Digital Onboarding16Broker-Dealer Platforms15Held-Away Assets & Aggregation11Online PMs / Robo Platforms14Crypto Trading / Tracking5Alternatives Platforms & Trading9SRI/ESG Portfolio Analysis6Portfolio Design Solutions15
Client Engagement10 caps
Operations13 caps
Business Development4 caps