WEALTH IQ

WEALTH IQ evaluates the digital and operational capabilities of wealth management firms. Its proprietary benchmarking engine scores institutions on client portal functionality, advisor desktop effectiveness, data architecture, AI integration, and mobile experience. The output is a comparative ranking — the WealthTech Index — that shows each firm exactly where it sits versus peers on hundreds of individual metrics.

Private banks, multi-family offices, and large wealth managers undergoing digital transformation. Confirmed engagements span European and Asian financial centers including Switzerland, the UK, Singapore, and Hong Kong. The firm works with senior technology and operations executives rather than marketing departments, reflecting the operational depth of its assessments.

Neither. WEALTH IQ operates as an independent research and benchmarking firm. It does not build or sell software, and its advisory work is structured around the benchmarking data rather than long-term implementation mandates. The company explicitly refuses fees from the technology vendors it evaluates, which it says prevents the conflict of interest that arises when consultancies both rate and implement systems.

The firm combines direct submission from participating institutions with its own primary research on publicly available digital interfaces and user journeys. Submitting firms complete a detailed operational questionnaire, and WEALTH IQ validates responses through demo reviews, mystery-shopping exercises, and technical analysis of live client portals. The resulting dataset is normalized to allow like-for-like comparison across wealth managers of different sizes and geographies.

Yes. The firm's benchmarking extends to single and multi-family offices, recognizing that these entities increasingly compete with private banks on digital experience. The 2023 report specifically expanded coverage to include digital asset custody, a capability family offices have been faster to demand than many institutional private banks.