Oxford Risk recognised in the fifth annual WealthTech100 list for 2023

April 3, 2023
Adam

Adam

Adam Sideserf is a Member of the Chartered Institute of Marketing and Marketing Director at Oxford Risk.

Oxford Risk recognised in the fifth annual WealthTech100 list for 2023

Specialist research platform, FinTech Global, have today launched the newest edition of the WealthTech100 list for 2023. Now in its fifth year, this list recognises the world’s most innovative and elite technology solution providers that support investment firms, private banks, and financial advisers with their digital transformation efforts.

Oxford Risk, a behavioural finance software pioneer, has been awarded a place in the new WealthTech100 list which aims to highlight the tech innovation leaders in the industry and which business models will have a lasting impact. While the selection process is difficult every year, with the context of the market, deciding the 100 finalists proved even tougher.

Delighted at the news was Oxford Risk’s Chief Client Officer, James Pereira-Stubbs who had this to say, “We’re thrilled to be included in this prestigious list of best-in-class global tech providers and really appreciate the recognition. We are proud of helping our customers through our software to help their clients make better financial decisions over their lives. Be it through adviser-led, hybrid or purely digital channels. Our technology delivers rapid and consistent suitability, ESG and investor profiling helping financial advisers and wealth managers to do what humans do best; build better relationships with their clients and win new business.

“It's taken some time to democratise the processes, but interestingly, there is also a renewed interest in fully digital and robo-advice solutions with smaller advice firms that are seeking to serve clients at scale and lower their costs. We’ll be watching with some interest to see how this market develops further over the coming months and years. What remains true regardless of channel is that unless you understand the emotions that drive human investment decisions, you cannot truly serve them”

The Wealth100 industry-leading list is voted on by a panel of industry analysts and experts that reviewed entries from more than 1,200 businesses. Research on these companies was compiled by FinTech Global. The finalists were selected based on their innovative use of technology to solve a significant industry problem, or to generate efficiency improvements across the investment value chain.

FinTech Global director Richard Sachar said, “At a time when not even the giants like Silicon Valley Bank and Credit Suisse are safe, it is vital banks and investment firms have the best technology behind them. On top of this, customers are demanding better and more streamlined engagements, and are more than happy to switch to a provider that offers this. This WealthTech100 list will equip senior-level leaders in financial institutions with detailed information on some of the most innovative companies in WealthTech.”

Find out more about Oxford Risk’s award-winning digital, hybrid, and robo-advice APIs and solutions by clicking here. You can also book a demo with one of our team to better understand the solutions in more detail and how we can help digitally transform your advice firm.

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