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Market Pulse · Live snapshot

The live pulse of wealth tech.

AI impact, vendor density, funding momentum, maturity, and geography — one hub across every capability.

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Vendors tracked

The live denominator behind every signal on this page.

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Funding tracked

Where capital is actually flowing — momentum, not noise.

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AI-native vendors

Built around models — not bolted on after the fact.

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Countries tracked

Where the action is — every regulator, every fee model.

Explore by lens
AI-impact moves
Hover to pause · tap to open
⚠️ Role at riskAI
Copy.ai · Rewriting Digital Marketing Content with AI
San Francisco, US
⚠️ Role at riskAI
Greenboard · Rewriting Compliance with AI
New York, US
⚠️ Role at riskAI
ARQA · Rewriting Investment Data Analytics with AI
San Francisco, US
⚠️ Role at riskAI
FinTurk · Rewriting CRM with AI
Chicago, US
🆕 New entrant
Agreement Express · Playing in a transformative-impact category
🆕 New entrant
Holistiplan · Playing in a transformative-impact category
🆕 New entrant
Plaid · Playing in a high-impact category
WILMINGTON, US
🆕 New entrant
Citrix ShareFile · Playing in a transformative-impact category
Tampa, US
⚠️ Role at riskAI
Copy.ai · Rewriting Digital Marketing Content with AI
San Francisco, US
⚠️ Role at riskAI
Greenboard · Rewriting Compliance with AI
New York, US
⚠️ Role at riskAI
ARQA · Rewriting Investment Data Analytics with AI
San Francisco, US
⚠️ Role at riskAI
FinTurk · Rewriting CRM with AI
Chicago, US
🆕 New entrant
Agreement Express · Playing in a transformative-impact category
🆕 New entrant
Holistiplan · Playing in a transformative-impact category
🆕 New entrant
Plaid · Playing in a high-impact category
WILMINGTON, US
🆕 New entrant
Citrix ShareFile · Playing in a transformative-impact category
Tampa, US
Hot companies

Companies shaping the AI-impact lens

Context-scoped to this tab: AI-native posture, funding, and capability relevance.

Impact keyEmergingModerateHighTransformative

Impact treemap

Click any tile →
Financial Planning13
Tax PlanningEstate PlanningAI / Advanced PlanningComprehensive PlanningRetirement PlanningRetirement Income / DistributionSocial Security AnalysisEquity CompensationMedicare & Health CareBusiness ValuationLegacy ToolsPlanned GivingCaregiving & Special Needs
Investment Management12
Investment Data AnalyticsDigital OnboardingPortfolio ManagementTrading / RebalancingEconomic Analysis & Stress TestingAccount AggregationPerformance ReportingTAMP Service Providers401k SpecialistRisk ToleranceHeld-Away Assets & AggregationCustodial Platforms
Client Engagement8
Client Meeting SupportClient Data GatheringAI AssistantBehavioral AssessmentClient PortalAdvice EngagementClient FeedbackScheduling Apps
Operations11
CRMWorkflow ManagementDocument ManagementComplianceCommunication Archiving/ MonitoringRollover ComplianceData Warehouse ServicesCybersecurityAdvisory Fee Billinge-SignatureClient File Sharing
Business Development4
Digital Marketing ContentProposal GenerationLead Gen & Referral NetworksSales Enablement
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