WealthTech Themes for the Next 5 Years
- Kendrick Wakeman, CFA
- Mar 15
- 1 min read
Updated: Jun 6

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