Annual list comes at a time when technology is revolutionizing advice again
The advisory business has already gone through a succession of tech revolutions. The emergence of the internet, the rise of video calls and e-signatures, and the arrival of sophisticated planning technologies all changed how advisors and dealers operate. Now, the arrival of generative AI in this industry and across the wider world promises something of a permanent revolution, a state of constant change where technology and its advancements will set the tone and temp of advisors’ day to day lives.
WealthTech providers are the vanguard of that change. These firms take the wider trends in tech innovation and apply them to advisors’ working lives. They determine what works in an emerging tech trend, and what parts of that trend are hype that advisors and dealers can ignore. They offer service, training, and support that’s needed not just to witness technological innovation, but to bring that innovation down to the client level.
Every year WP releases our 5-Star WealthTech Providers list to celebrate and highlight those WealthTech firms making innovation a reality for this industry. The 2026 list released today is a veritable who’s who of the industry’s most important technology firms.
Take, for example, Infinite Investment Systems, a firm with two decades of service in the wealth management industry. It’s flagship platform, Harmony, has helped firms streamline operations, manage compliance challenges, and scale with confidence. That focus on supporting dealer growth has helped set them apart.
“The firms adopting our platform are typically those looking to scale. As their business grows, so does operational complexity, particularly in multi-custodian environments,” says Mike Zegers, VP of strategy and business development at Infinite Investment Systems.
Another multi-decade service provider on the list is Maximizer, the B.C.-based CRM provider has built a reputation for its secure, advisor-centric technology and capacity to evolve with industry trends and new tech innovations.
Croesus is another longstanding presence on the 5-Star WealthTech Providers list. The Quebec-based firm has consistently offered advisors and dealers a widening ecosystem of technologies, from portfolio management, to rebalancing, to AI-based video reporting. All of their tech is designed to connect seamlessly with other systems to drive dynamic insight-driven reporting. Those features are driving interest from advisors and dealers who want to be ready for the future.
“We’re seeing strong adoption from forward-thinking wealth managers that are actively modernizing their technology stack,” says Vincent Lévesque, vice-president, head of products at Croesus.
Technology offers advisors and firms the opportunity to grow, and the challenges that come with change. The 5-Star WealthTech Providers list provides a guide to the technology providers supporting this industry as they seek to make the most from innovation. Read the full list here.
