The Wealth Mosaic

The Wealth Mosaic (TWM) is a curated, research-led marketplace directory of solution providers and solutions, all relevant to the business needs of wealth managers across the globe. Built with a particular focus today on technology and data solutions (which will be followed by other areas of focus), TWM’s marketplace directory consists of over five thousand solution profiles, each categorised against a dedicated taxonomy to support their discovery and engagement. For wealth managers, TWM is designed to support their need to be able to more easily and efficiently discover the solutions and solution providers that are increasingly relevant to the needs of their business. For solution providers such as WealthTechs and consultants, TWM is about supporting their positioning, exposure and business development needs in a more complex world. Together, TWM is aimed at narrowing the knowledge gap between the buyers (wealth management firms) and sellers (solution providers) and supporting them to connect and do business. To support and drive that, TWM is building a deep content resource around the directories and a set of tools and services (online and offline) to help both sides better navigate, connect and understand the dynamic marketplace in which they work due to changes in technology, regulation, and client expectations.