Fintech Maps
Maturity Mix · Fintech Maps

How each field has aged.

Consolidation, category age, winner-take-all — three lenses on how the market has matured.

0
Consolidated categories

Top vendors already own the space

0
Emerging categories

Still forming — no clear winner

0
Winner-take-all sub-caps

Top vendor holds 60%+ share

0
Sub-capabilities scored

Across the wealth-tech stack

Winners already crowned

Most consolidated

  1. 01Videoconferencing & Meetings55% top-vendor share · 10 vendors
  2. 02Custodial Platforms46% top-vendor share · 35 vendors
  3. 03Tax Planning41% top-vendor share · 27 vendors
  4. 04Generative AI & Search36% top-vendor share · 9 vendors
  5. 05Scheduling Apps30% top-vendor share · 12 vendors
  6. 06Comprehensive Planning28% top-vendor share · 32 vendors
  7. 07CRM26% top-vendor share · 56 vendors
  8. 08Password Management21% top-vendor share · 14 vendors
Anyone's game

Still wide open

  1. 01Performance Reporting0% top share · 14 vendors
  2. 02Client Meeting Support0% top share · 29 vendors
  3. 03Client Portal0% top share · 36 vendors
  4. 04Retirement Planning0% top share · 19 vendors
  5. 05Retirement Income / Distribution0% top share · 3 vendors
  6. 06Workflow Management0% top share · 22 vendors
  7. 07Legacy Tools0% top share · 10 vendors
  8. 08Equity Compensation0% top share · 5 vendors
Keep going
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