Kendrick Talks WealthTech with The Wealth Mosaic

INTERVIEW WITH THE WEALTH MOSAIC: QUICK SUMMARY:

The WealthTech market is entering a pivotal stage marked by both significant opportunity and mounting pressure. On the opportunity side, adviser enablement is increasingly critical, as consolidation among RIAs and broker-dealers drives demand for platforms that boost productivity and scale. The industry-wide shift toward holistic, fee-based advisory models also fuels the need for flexible, integrated tech stacks capable of supporting comprehensive planning. At the same time, AI and data infrastructure are emerging as transformative forces, offering firms that invest early a path to true differentiation and long-term competitive advantage.

Yet challenges are intensifying. The current funding environment has shortened runways for many early-stage firms, with capital providers prioritizing liquidity and more mature businesses. Differentiation is also harder to achieve in a crowded market, requiring vertical specialization, deeper features, or strong ecosystem partnerships. Finally, integration hurdles—legacy systems and fragmented data—continue to impede innovation. The winners will balance scale, technology, and adaptability.

Read the whole interview here: The Wealth Mosaic link