Fintech Maps
Business Capability Map

What a wealth firm actually does.

Every capability that runs a modern wealth business — grouped into front, middle, back, and cross-cutting layers. Swap lenses to see where vendors cluster, where AI is landing hardest, and where the market is consolidating.

Lens

How many vendors serve each sub-capability today.

Office flow
Tap to jump to a section

Cross-cutting

All-in-one suites and platform-wide utilities.

Research & Insight

4 sub-caps

Portfolio Construction

4 sub-caps

Trading & Execution

4 sub-caps

Risk & Compliance

4 sub-caps

Investment Data & Ops

4 sub-caps

Fund Operations & Servicing

3 sub-caps

Distribution & Client

3 sub-caps