Industry Landscape

The wealth management adoption map

The same 111 firms, three ways. Switch lenses to see how channels, products, and service models reshape the industry.

111firms

$47.0Ttracked AUM

8channels

01 · Product Mix

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Coverage index

Min

Light

Mod

High

Full

Shade shows how broadly firms in this channel offer the product, not market share (approx. estimation to differentiate offerings and business models)

Tip — click any channel row to load its firms in the list below.

Managed Accts

Planning

Lending

Alternatives

Direct Index.

Insurance

Banking

4 firms · $11.8T AUM