Industry landscapes
Get Pro
Industry report

Funding and advertised pay are reported in USD; filed accounts retain their stated source currency and basis.

Exchange-rate basis

Indicative conversions use ECB reference rates dated 2026-09-14, applied consistently across all periods. They are not historical exchange rates. Indian rupees may use crore (1 crore = 10 million); other currencies use K, M and B. CSV downloads, source documents and quoted news headlines retain their original currencies.

THE THE UNITED STATES EDITION 2026

the United States’s
wealthtech industry,
in focus.

The companies, capital and talent shaping wealthtech in the United States. Find the leaders. Understand the segments. See where the activity is.

Explore in Radar Read the key signals
Snapshot: Funding in USD
Illustrated cover for WealthTech Industry Landscape of the United States
US
COMPANIES · CAPITAL · TALENT

An industry ecosystem,
measured in context.

WealthTech illustration
Companies tracked 3,905WealthTech ecosystem in the United States Disclosed funding $31.58B660 companies · all recorded rounds Companies hiring 192With open roles at the snapshot Tracked open roles 62010 employers posted in the preceding 30 days
MEET THE COMPANIES

Explore the United States’s wealthtech leaders

24 featured companies from the funding, hiring, revenue and team-size leaderboards.

Expand panel +
Explore the full landscape
WealthTech company highlights in the United States, snapshot 30 August 2026
Company
Robinhoodrobinhood.com$6.88B11 roles2,200Financial figure available in RadarView in Radar
Broadridgebroadridge.com$1.5B13 roles14,600$6.89BFYFY2025 filing
Envestnetenvestnet.com$862.5M—3,429$1.25BFYFY2023 filing
TD Ameritradetdameritrade.com$850M—9,000—
Stashstash.com$841.2M—457—
Human Interesthumaninterest.com$814.02M—577—
Addeparaddepar.com$759.1M12 roles560—
CAIScaisgroup.com$734M—197—
Bloombergbloomberg.com—13 roles14,760Financial figure available in RadarView in Radar
Cotalitycotality.com—12 roles——
Ascensusascensus.com—11 roles5,112—
Fisher Investmentsfisherinvestments.com—11 roles3,560—
VALITANAvalitana.com—11 roles——
Barchartbarchart.com——56—
CB Insightscbinsights.com——263Financial figure available in RadarView in Radar
CME Groupcmegroup.com——3,565$6.52BFYFY2025 filing
Interactive Brokersinteractivebrokers.com——2,932Financial figure available in RadarView in Radar
Liquidnetliquidnet.com——215—
MarketAxess Holdingsmarketaxess.com——881$846.27MFYFY2025 filing
Moomoomoomoo.com——100Financial figure available in RadarView in Radar
SEIseic.com——5,061$1.68BFYFY2020 filing
Schwab Intelligent Portfolioschwab.com——33,000—
SproutGigssproutgigs.com————
StockTwitsstocktwits.com——38—
24 featured companies

Locked revenue figures are available in Radar; the eight company financial previews stay the same throughout this page. A dash means the figure is outside these featured lists. Revenue years vary by company; the figures are not a like-for-like revenue comparison. Compare annual accounts ↗

Company discovery

Recorded evidence only
THE KEY SIGNALS

WealthTech industry KPIs in the United States

A few useful ratios bring the size of this ecosystem into perspective.

30 August 2026
Hiring participation4.9%

192 of 3,905 tracked companies have open roles.

Funding participation19.5%

762 of 3,905 tracked companies have a recorded round.

Top 3 funding share29.3%

Share of disclosed capital received by the three largest recorded recipients.

Median disclosed round$3M

Midpoint of 1,166 rounds with a disclosed amount.

Scale is concentrated. Opportunity is broader. The three largest funding recipients hold 29.3% of disclosed capital, while 80.5% of tracked companies have no recorded funding round.

Explore the segments →
CAPITAL & COMPANY FORMATION

How the United States wealthtech has grown

Recorded company formation and disclosed funding across the complete annual series shown.

Expand panel +
2016 — 2025

Disclosed funding by year

Sum of recorded funding rounds · USD

the United States wealthtech
$0$2.32B$4.65B$6.97B$9.3B2016: $536.65M20162017: $806.87M20172018: $2.35B20182019: $2.58B20192020: $4.15B20202021: $8.16B20212022: $3.55B20222023: $1.36B20232024: $1.59B20242025: $2.2B2025
View the numbers
Annual wealthtech funding and company formation in the United States
YearFunding (USD)FoundedRaising
2016$536.65M17058
2017$806.87M20364
2018$2.35B19571
2019$2.58B19171
2020$4.15B262115
2021$8.16B344127
2022$3.55B223122
2023$1.36B284118
2024$1.59B236120
2025$2.2B7292
WHERE CAPITAL SITS

Funding concentration

Share of all disclosed company funding.

  • Robinhood21.8%
  • Broadridge4.8%
  • Envestnet2.7%
  • Other companies70.7%

Funding by stage

1,383 recorded rounds since 2016

NUMBER OF ROUNDS
Seed & Angel616 44.5%
Series A–B408 29.5%
Series C+ / PE137 9.9%
Grants, debt & other222 16.1%

Recent recorded rounds

Latest recorded rounds · USD
8 rounds

Swipe or scroll horizontally to browse.

Series D05/2026
Farther $150M

Backed by General Atlantic.

Series D04/2026
Rogo $160M

Backed by Kleiner Perkins and Sequoia Capital and others.

Series B04/2026
Wealth $65M

Backed by Titanium Ventures and PruVen Capital and others.

Seed04/2026
Pillar $20M

Backed by Andreessen Horowitz and Cruciblecap and others.

Largest and notable recorded rounds

Each card is one recorded round
10 cards

Swipe or scroll horizontally to browse.

Series C01/2022
CAIScaisgroup.com$340M

Backed by Apollo Global Management and Motive Partners and others.

THE BUSINESS BEHIND THE ACTIVITY

Revenue, profitability & financial strength

Annual accounts for reporting companies linked to this landscape, on like-for-like currency and reporting bases.

Expand panel +
USD · millions · consolidated

Display conversions use the dated reference rates above. Where a verified rate is unavailable, figures retain their source currency. Each reporting cohort keeps its currency and accounting basis separate.

FY2025 · annual statements grouped by reported fiscal year; exact entity periods remain on preview rows · 10 reporting entities from 25 eligible matches.

Revenue in covered accounts$16,703.1m

Sum of reporting-entity revenue; not the United States market sales.

Net profit / loss$6,012.1m

Combined result for the same cohort.

Aggregate net margin+36.0%

Combined net income ÷ combined revenue.

Median company revenue$185.3m

The middle covered reporting entity.

Profitable entities+70.0%

7 of 10 covered entities.

Top-five concentration+99.6%

Share of covered revenue from the five largest entities.

Annual account trend

Reported cohort totals by year; coverage is stated for every period.

Bar height shows revenue. Changes in coverage can affect totals.

Profitability has two perspectives

FY2025 · 10 reporting entities

Open the company accounts

Up to eight fixed company previews show financial amounts. Search and sort the wider company list, then continue in Radar.

10 reporting entities
Continue your financial research in Radar

Explore full company accounts and filings.

View financials in Radar ↗
THE UNITED STATES · INDUSTRY COHORTS

How does wealthtech compare?

Each pair uses the same year, currency and reporting basis. Cohort overlap is disclosed.

IndustryCovered / eligibleRevenue totalMedian revenueNet profit / lossAggregate marginProfitable shareOverlap

Available-account cohorts are not estimates of whole industries. Overlapping entities can occur in more than one cohort; do not add cohort totals.

Coverage, calculations & financial sources

Filed annual accounts for exact designated national identifiers. Every aggregate and peer pair uses one fiscal year, source currency and reporting basis; periods, coverage and overlap are explicit; 2026 partials are excluded.

The same up to eight reporting entities remain open across years, filters and sorts. Other company figures are available in Radar.

Source currencies and accounting bases stay separate. Missing accounts are excluded rather than treated as zero. Exact reporting periods appear on company previews. Annual totals can change with coverage and do not measure growth of a fixed company cohort.

DIGITAL FOOTPRINT

Web traffic, app reach and release cadence

How the the United States companies on this page show up online: the sites people visit, the apps they install, and how often those apps ship.

Busiest websites

82 of the 3,905 companies on this page carry a measured traffic record (2.1%); these are the largest of those, by monthly visits. The median among them is 319,551 visits.

CompanyMonthly visitsAuthorityMobile
TradingViewtradingview.com215,779,6209326.1%
Bloombergbloomberg.com89,761,4988683.8%
The Streetthestreet.com50,785,9547396.4%
Robinhoodrobinhood.com31,454,4447629.5%
StockTwitsstocktwits.com15,542,4596868.1%
The Motley Foolfool.com11,587,8317865%
Barchartbarchart.com9,128,2306661.9%
Interactive Brokersinteractivebrokers.com8,611,4306137.5%
Tradovatetradovate.com7,557,275416.6%
Take Profit Tradertakeprofittrader.com6,347,0203878.6%

Visits and authority are third-party web estimates, not company-reported figures.

Most-installed apps

313 of these companies (8%) publish at least one Android app — 416 apps in all, carrying 214.9M installs between them.

AppInstallsRatingStore category
TradingView: Track All MarketsTradingView56.8M4.7Finance
Robinhood: Trading & InvestingRobinhood27.3M4.2Finance
Bloomberg: Finance Market NewsBloomberg24.9M4News & Magazines
Webull: Investing & TradingWebull16.8M4.6Finance
Stash: Investing made easyStash13.3M3.7Finance
Acorns: Save & Invest MoneyAcorns13.3M4.7Finance
Currency ConverterOanda6.4M3.8Travel & Local
moomoo: Investing & TradingMoomoo5.2M4.5Finance
Greenlight: For FamiliesGreenlight3.7M4.7Finance
Public – Stocks and OptionsPublic3M4.3Finance

Installs are lifetime totals to date at the June 2026 store reading — a measure of reach, not of people using an app today.

App reach by segment

The busiest app inside each of this page’s own segments, with the quarterly release trend behind it (2024Q1–2026Q2).

SegmentAppsInstallsLeading appRelease trend
Investment Tech413214.9MTradingView: Track All Markets 56.8M
Data As A Service3232.8MBloomberg: Finance Market News 24.9M
Banking Tech1213.3MStash: Investing made easy 13.3M
Forex Tech119.4MCurrency Converter 6.4M
Islamic Fintech42.3MMusaffa: Halal Investing App 988.5K
Brokers And Dealers3585.2KIBKR GlobalTrader 457.8K
Grc Software7257.8KDollarize 250.5K
Regtech4251KDispatch Field Kit 363

A company can carry several segment tags, so these rows overlap and should not be added together. Trend lines are zero-based and share one quarter grid, so a flat line is a quiet segment, not a missing one.

Release cadence by quarter

New apps published, beside apps whose most recent update landed in that quarter — the second bar is how much of the shelf is still being maintained.

2023Q2: 202023Q2: 32023Q22023Q3: 122023Q3: 42023Q32023Q4: 112023Q4: 92023Q42024Q1: 172024Q1: 42024Q12024Q2: 122024Q2: 22024Q22024Q3: 122024Q3: 192024Q32024Q4: 122024Q4: 92024Q42025Q1: 122025Q1: 92025Q12025Q2: 132025Q2: 82025Q22025Q3: 212025Q3: 312025Q32025Q4: 102025Q4: 402025Q42026Q1: 172026Q1: 602026Q1

Darker bars are new releases, lighter bars apps updated. 387 of 416 apps carry a release date. The series ends at 2026Q1, the last quarter that closed before the June 2026 reading.

INSIDE THE INDUSTRY

The the United States wealthtech market map

Explore the segments behind the headline numbers.

Expand panel +

Where companies are building

Rank segments by scale, hiring or disclosed funding.

Fintech3,786
Consumer digital2,570
Enterprise tech1,702
Enterprise software745
Saas491
Online financial databases301
Fintech saas270
Blockchain in financial services154
Age tech126
Marketplaces80
Risk monitoring in financial services64
Artificial intelligence55

Companies can sit in several segments. Counts and funding overlap.

SEGMENT TO EXPLORE

Fintech

The largest measured segment in this report snapshot.

3786companies
5.0%have hiring activity

188 companies hiring · $31.12B disclosed funding

Explore in Radar

How companies make money

Common revenue models; a company can use more than one.

Subscription2,491
Commission on transaction1,501
Fee-for-service1,220
E-commerce - service389
Advertising349
Freemium123
E-commerce - product50
Sponsorship27
THE COMPANIES IN MOTION

Who is listing, hiring leaders, launching and winning work

Recorded corporate activity linked to companies in this landscape.

Expand panel +
Recent corporate headlines 10 dated reports
Mergers & acquisitionswisdomtree.com ↗

WisdomTree has completed the acquisition of Atlantic House, the London-based active investment firm focused on defined outcome and derivatives-led strategies.

Mergers & acquisitionsenvestnet.com ↗

Envestnet Asset Management Inc. lifted its stake in Knowles by 1.4% during the third quarter.

Mergers & acquisitionsrpmtec.com ↗

Corporate Technologies, a portfolio company of Tonka Bay Equity Partners, has acquired managed IT services firm RPM Technologies

Mergers & acquisitionsinvesco.com ↗

Invesco Ltd. grew its position in Hercules Capital by 1.6% during the second quarter.

Mergers & acquisitionsmodwm.com ↗

As we considered the future of the firm, it was important to find the right home for our team — one that would support a thoughtful succession plan, preserve the best elements of our firm and help us elevate our capabilities.

Mergers & acquisitionsalpaca.markets ↗

Alpaca has expanded into Europe with the completion of its acquisition of WealthKernel, which will now operate as Alpaca Europe.

Mergers & acquisitionsgraniteshares.com ↗

GraniteShares Advisors LLC bought a new stake in Plains All American Pipeline Lp during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.

Mergers & acquisitionsfarther.com ↗

Farther Finance Advisors LLC raised its holdings in American Healthcare REIT by 11.7% in the 4th quarter. Farther Finance Advisors LLC now owns 25,345 shares of the company’s stock worth $1,193,000 after purchasing an additional 2,661 shares during the period.

Mergers & acquisitionsworthassetmgmt.com ↗

Finally, Worth Asset Management LLC acquired a new stake in Applied Materials in the fourth quarter valued at $1,531,000.

Mergers & acquisitionsbeaconfinancialstrategies.com ↗

Beacon Financial Strategies CORP acquired a new stake in Lockheed Martin in the 4th quarter valued at $34,000.

Full recorded event mix

Top 10 categories among 1,542 recorded events in the 24-month window.

Leadership moves
365
Mergers & acquisitions
337
Earnings
208
New products
175
Funding rounds
125
Company announcements
91
Asset acquisitions
68
Contracts
51
Lawsuit
25
Regulatory
25
7 activity cards

Swipe or scroll horizontally to browse.

Leadership moves

114 tracked people moves

RFG ↗
Mark Gilbert

Appointment Board Member

RFG ↗
Jim Patrick

Appointment Board Member

Docupace ↗
Mike Conlon

Appointment Chief Revenue Officer

Guild ↗
Na

Appointment AQSE Corporate Adviser

Farther ↗
Ben Seidenstein

Appointment Leader of Multi-Family Office

Ascensus ↗
Dan Morrison

Appointment President of Retirement

Curinos ↗
Craig Henderson

Appointment Chief Financial Officer

DriveWealth ↗
Brad Roberts

Appointment Chief Risk and Compliance Officer

Product launches

Products, platforms and features in the recorded window

Broadridge ↗
Central Risk and Liquidity Optimization Solution

Integrated front‑office platform

Savvy Intelligence

Financial advisory platform

Guideline ↗
KPI Forecast 2.0

Analytics Solution

Guideline ↗
Data Insights Service

Analytics Service

Exegy ↗
Overnight Best Bid and Offer (OBBO) Consolidated Feed

Market Data Feed

Premium Client Portal

Financial Planning Platform

Envestnet ↗
Tamarac

RIA Management Platform

Envestnet ↗
Trading Improved Account Search & Model Management

Trading & Portfolio Management

Contract wins

37 recorded customer wins

Broadridge ↗

Customer: Tavira FinancialFinancial Services

Jane Street ↗

Customer: coreweaveEquity Investment

Exegy ↗

Customer: EuroCTPCapital Markets

SEI ↗

Customer: huntington national bankwealth management technology

SEI ↗

Customer: The Huntington National BankWealth Management

Addepar ↗

Customer: LGT Wealth Management UKPrivate Banking

Regulatory events

33 recorded events

subject to approvalTSX Venture Exchange

conditional approval of PlanTSX Venture Exchange

Admitted to Official ListFinancial Conduct Authority

LevelField ↗

conditional approval for acquisitionIllinois Department of Financial and Professional Regulation

Litigation

24 tracked suits

Company
range v caa

illegal noncompeteCivil · Ongoing

Company
Megaspeed v bloomberg

defamation over misleading articleCivil ·

Earnings pulse

Reported company results in the recorded window.

21companies
231period observations
12.4%median reported growth

Median across 171 reported growth observations; companies may contribute multiple periods.

Mergers and acquisitions

Company-linked deal reports; status is preserved as recorded.

Acquirer → targetStatusDateValue / context
WisdomTree→atlantic houseCompleted2026-05-04Not stated in snapshot
Envestnet→knowles corporation2026-05-04$1.1M
corporate technologies→RPM Technologies ↗Announced2026-05-01Not stated in snapshot
apple→Q.ai ↗2026-05-01$2.0B
Invesco→hercules capitalAnnounced2026-04-28$1.4M
Modern Wealth Management→brown and companyAnnounced2026-04-23$1.0B

A discussion or rumour is not a completed transaction. An unstated value is not zero.

PEOPLE & OPPORTUNITY

The talent market

9,687 postings in the preceding 12 months. The full 14,112-posting snapshot covers 318 employers.

Expand panel +

Most advertised job titles

Entry Level Options Trader268
Entry Level Equity Trader258
Stock / Options Trader Remote171
Remote Equity/Option Trader151
Staff Software Engineer Machine Learning (Mlops)126
Staff Data Scientist122
4 internship postings

959 tracked postings mention remote work.

The seniority mix

5,343 postings specify a level.

unspecified
8,769
manager
1,902
senior
1,885
entry
834
lead
533
intern
189

Skills employers mention

Top skills across 14,112 tracked postings in the available jobs snapshot.

Excel
198
Python
119
Sql
118
Aws
107
Salesforce
90
Ai
85
Word
78
Foreign Currency
76
Forex
76
Powerpoint
74
ADVERTISED PAY$100.0K/ year

Median across 1,007 postings with pay data, expressed in USD.

Salary by seniority

manager$120.0K/ year173 postings
senior$120.0K/ year213 postings
lead$162.5K/ year59 postings

Advertised posting medians do not describe all employees or roles.

THE PEOPLE BUILDING THE FIELD

Founders and leaders

1,781 founders and chief executives across 1,286 companies.

Expand panel +
12 profiles

Swipe or scroll horizontally to browse.

Education networks

359 profiles with education records.

Harvard University
52
Stanford University
48
Harvard Business School
37
University of Pennsylvania
26
Massachusetts Institute of Technology
24
Columbia University
23
Wharton School
21
Cornell University
21

Prior employers

102 profiles with prior-work records.

Morgan Stanley
20
Goldman Sachs
19
Google
14
McKinsey
11
Amazon
10
Microsoft
10
Paypal
5
Cisco
5

Profiles cover recorded founders and leaders; contact details remain in Radar.

NEWS INTELLIGENCE

How this industry appears in the news

981,771 articles in the measured 12-month window.

Expand panel +
981,771articles in the measured year
263,009articles in 2026Q1
66.1%positive tone in the latest complete year

News volume trends

WealthTech coverage across United States · articles per complete quarter

098,900197,801296,701395,6012021Q2: 128,6392021Q22021Q3: 142,9432021Q4: 123,5042022Q1: 168,1812022Q2: 169,7192022Q22022Q3: 154,2222022Q4: 163,3312023Q1: 178,2672023Q2: 184,5882023Q22023Q3: 175,9052023Q4: 175,2882024Q1: 196,8252024Q2: 180,4362024Q22024Q3: 207,3132024Q4: 222,2342025Q1: 344,0012025Q2: 250,7132025Q22025Q3: 237,0252025Q4: 203,9932026Q1: 263,0092026Q1
View quarterly article counts
QuarterArticles
2021Q2128,639
2021Q3142,943
2021Q4123,504
2022Q1168,181
2022Q2169,719
2022Q3154,222
2022Q4163,331
2023Q1178,267
2023Q2184,588
2023Q3175,905
2023Q4175,288
2024Q1196,825
2024Q2180,436
2024Q3207,313
2024Q4222,234
2025Q1344,001
2025Q2250,713
2025Q3237,025
2025Q4203,993
2026Q1263,009

Article volume measures coverage, not market sales.

Tone of coverage over time

2021
297,725 positive · 5,389 neutral · 124,299 negative
2022
414,401 positive · 8,743 neutral · 231,523 negative
2023
451,803 positive · 10,336 neutral · 251,103 negative
2024
540,210 positive · 14,662 neutral · 251,113 negative
2025
683,342 positive · 19,359 neutral · 331,783 negative

Leading coverage topics

WealthTech coverage across United States · ranked by full-period article count.

Cryptocurrency Impact On Forex Markets256,342 articles in the full recorded period
81,231 recent · 57,783 prior
Economic Indicators (Gdp, Cpi, Unemployment)85,194 articles in the full recorded period
23,344 recent · 21,792 prior
Trade Wars And Geopolitical Impacts83,360 articles in the full recorded period
27,512 recent · 23,590 prior
Interest Rate Decisions And Impacts72,390 articles in the full recorded period
18,840 recent · 16,113 prior
Central Bank Monetary Policy Announcements65,335 articles in the full recorded period
15,959 recent · 14,566 prior
Federal Reserve Policy Meeting Summaries64,290 articles in the full recorded period
16,609 recent · 14,246 prior
Global Recession Risks And Forecasts63,274 articles in the full recorded period
20,317 recent · 18,051 prior
Regulatory Compliance In Foreign Exchange Trading50,164 articles in the full recorded period
15,481 recent · 8,369 prior
Quarterly And Annual Financial Results49,409 articles in the full recorded period
15,277 recent · 11,833 prior
Foreign Exchange (Forex) Rate Fluctuations48,985 articles in the full recorded period
15,924 recent · 11,344 prior

Recent and prior counts use the source comparison windows.

Topics gaining and losing attention

WealthTech coverage across United States

KeywordRecentPriorChange
stablecoin fx impact13,4346,005124%
investment deal10,8702,031435%
stock price10,2384,577124%
etf trading8,2473,359146%
etfs7,1692,969141%
decentralized forex6,9863,54997%
sector etfs6,8642,864140%
share price6,4762,352175%
etf structures6,4212,622145%
etf products6,3392,481156%
tariff negotiations2,1873,909-44%
brent crude forecast1,2912,049-37%
crude oil analysis1,2751,941-34%
oil inventory reports1,1281,759-36%
interest differentials fx8171,350-39%

Event and signal lenses

WealthTech coverage across United States

All complete annual cohorts shown
Rising

Regulatory Risk

1,304,839 classified articles

economic slowdown, stock performance, currency intervention policies

49.1% critical · 34.4% positive
Rising

Funding Momentum

361,944 classified articles

inflation reports fx, currency intervention policies, trade deficits fx

38.4% critical · 55.5% positive
Rising

Growth

474,410 classified articles

gdp growth forex, inflation reports fx, trade deficits fx

40.9% critical · 41.6% positive

WealthTech coverage across United States. Topic labels describe recorded classifications and can include broad context.

RESEARCH SIGNALS

What WealthTech research is working on

907 papers in the recorded india scope.

Expand panel +
907papers
13,825worldwide comparison pool
907India-affiliated papers

Research orientation

Promising
328
Problem-identifying
180
Descriptive
177
Breakthrough
97
Cautionary
88
Comparative
24
Critical
13

Contribution mix

Empirical
377
Reviews
209
Methods-led
156
Position pieces
151
Theoretical
14

Tone counts: 834 positive · 6 neutral · 67 negative.

Common problems researchers identify
193 papers · 21.3% of this field
  • Financial services116 papers
  • FinTech75 papers
  • Financial inclusion37 papers
  • Payment21 papers
  • Data breach12 papers
  • Retail banking11 papers
  • Cryptocurrency10 papers
  • Investment10 papers

Landmark: Fintech and Financial Services : Initial Considerations

Cautions
88 papers · 9.7% of this field
  • Financial services51 papers
  • Financial inclusion22 papers
  • FinTech22 papers
  • Big data12 papers
  • Transformative learning12 papers
  • Payment11 papers
  • Corporate governance11 papers
  • Financial market10 papers

Landmark: The FinTech Opportunity

Opportunities
425 papers · 46.9% of this field
  • Financial services217 papers
  • FinTech120 papers
  • Financial inclusion82 papers
  • Payment58 papers
  • Database transaction46 papers
  • Transformative learning44 papers
  • Financial literacy34 papers
  • Transparency30 papers

Landmark: Fintech Adoption Drivers for Innovation for SMEs in Indonesia

Leading institutions

Columbia University
667
National Bureau of Economic Research
654
Cornell University
653
New York University
643
California University of Pennsylvania
623
International Monetary Fund
307

Leading researchers

Itay Goldstein
621
Wei Jiang
621
George Andrew Karolyi
621
Thomas Philippon
433
Andrei Kirilenko
214
Andrew W. Lo
214
Vikram Haksar
207
Dong He
198

Highly cited breakthrough-labelled papers

  • E.T.-RNN87 citations
  • Evolutionary Approaches and the Construction of Technology-Driven Regulations79 citations
  • Eagle Strategy Arithmetic Optimisation Algorithm with Optimal Deep Convolutional Forest Based FinTech Application for Hyper-automation32 citations
  • FinTech and consumers: a systematic review and integrative framework28 citations
  • Blockchain technology and real-time auditing: Transforming financial transparency and fraud detection in the Fintech industry12 citations

Common problems researchers identify

150 papers · 4 recurring themes
4 cards

Swipe or scroll horizontally to browse.

Systemic Gaps in Financial ServicesCommon problems researchers identify · 01

Systemic Gaps in Financial Services

55 papers

36.7% of this theme group

Researchers highlight regulatory and operational shortcomings that hinder inclusive financial services.

FinTech (41) · Financial services (40) · Financial regulation (7) · Financial system (4)

FINANCIAL INCLUSION THROUGH TECHNOLOGY: A REVIEW OF TRENDS IN EMERGING MARKETS

Enhancing public sector financial operations and inclusion through innovative Fintech solutions

View research history
YearShare index
2022245.3
2023251.7
2024240.7
2025249.6
Barriers to Financial InclusionCommon problems researchers identify · 02

Barriers to Financial Inclusion

42 papers

28.0% of this theme group

Studies point to persistent obstacles in retail banking and payment access for underserved populations.

Financial inclusion (16) · Financial services (29) · Retail banking (5) · Payment (7)

Leveraging Financial Inclusion Through Technology-Enabled Services Innovation

Digital Finance, Financial Inclusion and Gender Equality: Strategies for Economic Empowerment of Women

View research history
YearShare index
2022883.7
2023861.1
2024968.4
20251054.2
Security Risks in Digital FinanceCommon problems researchers identify · 03

Security Risks in Digital Finance

33 papers

22.0% of this theme group

Papers expose fraud, data breaches, and resilience challenges in cryptocurrency and mobile payments.

Cryptocurrency (6) · Resilience (5) · Data breach (5) · Financial transaction (4)

Machine Learning Approaches for Fraud Detection and Risk Assessment in Mobile Banking Applications and Fintech Solutions

Combating Illicit Finance in Digital Payment Services: The Role of Data Analytics and Technology in Preventing Payment Fraud and Scams

View research history
YearShare index
2022187.0
2023177.3
2024122.5
2025199.7
Risk Management DeficienciesCommon problems researchers identify · 04

Risk Management Deficiencies

20 papers

13.3% of this theme group

Research notes weak integration of risk controls between fintech innovators and traditional institutions.

Financial services (16) · Leverage (3) · Risk management (2) · Financial risk (2)

Integrating Risk Management in Fintech and Traditional Financial Institutions through AI and Machine Learning

AI-Powered Credit Scoring: Scalable Big Data Architectures and Explainable Decision Intelligence for the Financial Sector

View research history
YearShare index
202277.9
202384.4
202479.2
2025150.7

Cautions

67 papers · 3 recurring themes
3 cards

Swipe or scroll horizontally to browse.

Stability Concerns for Crypto PaymentsCautions · 01

Stability Concerns for Crypto Payments

24 papers

35.8% of this theme group

Authors caution that peer‑to‑peer lending and crypto markets may undermine financial stability.

Cryptocurrency (5) · Mobile payment (4) · Financial inclusion (8) · Financial services (12)

Interdependence between online peer‐to‐peer lending and cryptocurrency markets and its effects on financial inclusion

Cryptography in Financial Markets: Potential Channels for Future Financial Stability

View research history
YearShare index
2022246.2
2023238.0
2024179.0
2025318.8
Systemic Risks from Big‑Data FintechCautions · 02

Systemic Risks from Big‑Data Fintech

23 papers

34.3% of this theme group

Analyses warn that large‑scale data use could amplify systemic vulnerabilities in financial services.

FinTech (14) · Financial services (13) · Systemic risk (4) · Big data (5)

FinTech and Sustainable Finance: How is FinTech Shaping the Future of Sustainable Finance?

The Complex Implications of Fintech for Financial Inclusion

View research history
YearShare index
2022182.3
2023175.6
2024135.0
2025240.2
Bias and Transparency in AI FinanceCautions · 03

Bias and Transparency in AI Finance

18 papers

26.9% of this theme group

Scholars stress the need for responsible AI to avoid bias and opacity in financial decision‑making.

Financial services (13) · Transformative learning (5) · FinTech (8) · Transparency (4)

Artificial Intelligence, Machine Learning, and Bias In Finance: Toward Responsible Innovation

Unleashing the Power of AI in Financial Services: Opportunities, Challenges, and Implications

View research history
YearShare index
202271.3
202398.3
2024120.6
2025241.2

A further 2 papers sit in smaller themes.

Opportunities

314 papers · 6 recurring themes
6 cards

Swipe or scroll horizontally to browse.

Tech‑Driven Financial InclusionOpportunities · 01

Tech‑Driven Financial Inclusion

82 papers

26.1% of this theme group

Works explore mobile and digital tools that expand access for unbanked and underbanked groups.

Financial inclusion (52) · Mobile payment (16) · Financial literacy (21) · Financial services (44)

Advancing financial inclusion through fintech: Solutions for unbanked and underbanked populations

The Role of Financial Technology (FinTech) in Advancing Financial Inclusion and Equity.

View research history
YearShare index
2022115.8
2023142.0
2024128.5
2025265.9
Fintech Innovation in PaymentsOpportunities · 02

Fintech Innovation in Payments

60 papers

19.1% of this theme group

Research highlights emerging payment technologies reshaping financial services and market dynamics.

FinTech (40) · Financial innovation (9) · Financial services (26) · Payment (12)

FinTech and Financial Innovation: Drivers and Depth

Digital Transformation in Financial Services and FinTech: Trends, Innovations and Emerging Technologies

View research history
YearShare index
2022878.2
2023857.4
2024965.4
20251051.1
AI Transforming Financial ServicesOpportunities · 03

AI Transforming Financial Services

56 papers

17.8% of this theme group

Papers discuss how machine learning can create sustainable, intelligent financial solutions.

Financial services (35) · Transformative learning (13) · Financial market (7) · Systemic risk (4)

Empowering Financial Services: The Transformative Impact of AI on FinTech Innovation

Leveraging Artificial Intelligence and Machine Learning for Sustainable Financial Technologies: Innovations, Challenges, and Future Prospect

View research history
YearShare index
202259.0
202382.2
2024256.7
2025191.7
Predictive Analytics for Risk EvaluationOpportunities · 04

Predictive Analytics for Risk Evaluation

56 papers

17.8% of this theme group

Studies demonstrate cloud‑based deep learning improving risk assessment and market forecasting.

Financial services (31) · Analytics (11) · Scalability (9) · Leverage (7)

Transforming financial services through predictive analytics and banking systems integration

Deep Learning Architectures Deployed on Cloud Platforms for Dynamic Financial Risk Evaluation and Market Prediction

View research history
YearShare index
2022133.6
2023142.7
202489.7
2025192.5
Blockchain for TransparencyOpportunities · 05

Blockchain for Transparency

30 papers

9.6% of this theme group

Research shows distributed ledger technology enhancing auditability and fraud detection in finance.

Blockchain (11) · Cryptocurrency (10) · Digital currency (8) · Currency (6)

Blockchain technology and real-time auditing: Transforming financial transparency and fraud detection in the Fintech industry

Blockchain Technology for Financial Services & Globalization

View research history
YearShare index
2022905.6
2023967.4
2024915.8
20251033.4
Deep Learning in Fraud PreventionOpportunities · 06

Deep Learning in Fraud Prevention

30 papers

9.6% of this theme group

Works focus on neural‑network methods for detecting credit card fraud and credit‑risk anomalies.

Credit risk (10) · Credit card fraud (5) · Database transaction (9) · Credit card (5)

Deep Learning in Financial Fraud Detection: Innovations, Challenges, and Applications

Application of Deep Learning in Financial Credit Card Fraud Detection

View research history
YearShare index
2022207.4
2023187.5
2024108.0
2025205.7

How this field compares with the research baseline

Orientation shares compared with 25,000 papers in the reference sample.

Research orientationThis fieldReference sample
Promising36.2%37.1%
Problem-identifying19.8%9.6%
Descriptive19.5%17.4%
Breakthrough10.7%26.7%
Cautionary9.7%4.5%
Comparative2.6%3.7%
Critical1.4%1.0%

Concerns receiving less research attention

Counts and shares refer to the stated research pool. A low count describes how much of that research is recorded here, not the absence of a real-world concern.

Concern / example paperPapersShareRaised as a problemWorldwide share
Privacy & surveillanceSecurity and Privacy in FinTech121.75%7 (58.3%)0.91%
Bias & fairnessDigital Finance, Financial Inclusion and Gender Equality: Strategies for Economic Empowerment of Women30.44%2 (66.7%)0.1%
Concentration of compute powerModerating effect of fintech adoption on market power and bank stability Nexus: Indian evidence30.44%0 (0.0%)0.26%
Energy & datacenter footprintAccelerating agricultural green development in ASEAN: The power of digital inclusive finance20.29%0 (0.0%)0.23%
Carbon & emissions of computeRethinking portfolio design with sustainable AI and FinTech: dynamic spillovers in a quantile–frequency framework10.15%0 (0.0%)0.01%
Labour & data workEnsuring financial inclusion through platform design: Technical frameworks for inclusive growth in the digital labor eco10.15%0 (0.0%)0.04%
Safety & misuseBridging Misinformation Gaps: A Framework for Enhancing Trust and Financial Literacy in Microinsurance Adoption among Sm10.15%0 (0.0%)0.08%
Water use00.0%0 (%)0.0%
Hardware, e-waste & supply chain00.0%0 (%)0.0%

Institution and researcher rankings use citations to their covered work. Research scope: United States. This may be broader than the company geography.

GEOGRAPHIC FOOTPRINT

Where companies are based

Company counts, hiring and disclosed funding across the recorded hubs.

Expand panel +
8 cards

Swipe or scroll horizontally to browse.

UNDERSTAND THE LANDSCAPE

WealthTech in the United States: key questions

Clear definitions for making better comparisons.

What does this landscape measure?

It measures the tracked company ecosystem, recorded funding, hiring and other available evidence. It is not a market-size estimate.

Can segment counts be added together?

No. A company can belong to several segments, so segment counts and funding can overlap.

What does a missing figure mean?

A dash or unavailable panel means the current reviewed source snapshot does not support that figure.

KEEP EXPLORING

Put the United States in context

All landscapes ↗

Company ecosystem snapshot: 30 August 2026. Funding is recorded in USD; filed accounts retain their stated currency and reporting basis. Each section identifies its own coverage. The news and research behind these sections is explorable in Prism.

Canonical landscape ↗
Coming soon