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The WealthTech100 list helps senior management filter through all the vendors in the market by highlighting the leading companies in sectors such as client acquisition, financial planning, portfolio management and digital brokerage." The finalists were awarded a place on the list for their innovative use of technology to solve a significant industry problem, or to generate cost savings or efficiency improvements across the investment value chain.įinTech Global director Richard Sachar said, "Established banks and investment firms need to be aware of the latest innovations to remain competitive in the current market, which is heavily focused on digital distribution and increased use of customer data, and even more so post Covid-19. A panel of analysts and industry experts voted from a list of over 1,000 businesses. Total funding to the sector has more than tripled since 2016 from $2.8bn to $9.3bn at the end of 2020, according to figures published by FinTech Global.Īs a result, this year's process to identify the leading 100 companies in the WealthTech space was more competitive than ever. The WealthTech industry has grown dramatically over the last four years as new digital services to manage personal finances, access investment markets and provide financial advice are replacing traditional industry models. The solution prioritizes customer-centric workflows, as well as security and compliance, through a multi-layered framework that combines a robust back-end infrastructure, end-to-end data security, roles and permissions and configurable deployment. Moxtra, whose CEO and Co-Founder Subrah Iyar was CEO and Co-Founder of WebEx, has powered digital service experiences for global financial organizations such as Standard Chartered, Citibank, MUFG, Van Lanschot and Raiffeisen Bank International. Moxtra's platform has been built in partnership with some of the world's leading financial institutions. "The team at Moxtra is committed to providing continuous evolution and agility through the next period of transformation, enabling financial services organizations to continue providing high touch service experiences."

"We are proud to support wealth management companies with a OneStop solution to bring just-in-time responsiveness and customer engagement to the financial services space," said Leena Iyar, chief brand officer for Moxtra. The annual list, from specialist research firm FinTech Global, recognizes the world's most innovative tech solution providers that are addressing the digital transformation challenges and opportunities faced by asset managers, private banks and financial advisors. CUPERTINO, Calif., /PRNewswire/ - Moxtra, a solution provider powering OneStop Apps for customer engagement, announced today it has been named one of the World's Most Innovative Tech Solution Providers in the 2021 WealthTech100 list.