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WealthTech Themes for the Next 5 Years

Updated: Jun 6

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Here is a link to some of the more interesting themes we see unfolding over the next 5+ years.



For reference, they are:

  • Family Office as-a-Service

  • Self-Directed Trading as LeadGen

  • "Next Gen" is Really Generation X (not Millenials)

  • Prepping for Peak 65 (next year)

  • Enhanced Outsourced Compliance

  • Best and Worst Uses of AI

  • Interest in Alternatives

  • Rise of Corporate Venture Capital

  • Future of TAMPs


Enjoy.


Updated as of June 5, 2025


 
 

© 2025 WealthTech Strategy Partners LLC

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Securities Products and Investment Banking Services are offered through BA Securities, LLC. Member FINRA SIPC.  WealthTech Strategy Partners LLC and BA Securities, LLC are separate, unaffiliated entities.

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