WealthTech Themes for the Next 5 Years

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

WTS Themes for the Next 5 Years.pdf

Download PDF • 1.71MB

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