PIMFA WealthTech
PIMFA WealthTech is a UK digital marketplace and industry network, spun out of PIMFA in 2022, that connects fintech and wealthtech vendors with wealth managers through a searchable directory, recurring Tech Sprints and an Advisory Council of 20 firms, monetised via monthly subscription and revenue-share agreements.
- Company typePrivate
- Founded2022
- HeadquartersLondon, United Kingdom
- Headcount1–10
- GTM typeB2B
- OfferingServices
What PIMFA WealthTech does
PIMFA WealthTech is a UK-based digital marketplace and industry network, incorporated in May 2022 as a wholly owned subsidiary of the Personal Investment Management and Financial Advice Association (PIMFA), the trade body for 13,000+ UK wealth management and advisory firms overseeing £1.7 trillion in private savings and investments. Its platform connects fintech and wealthtech vendors with wealth managers and advisers through three principal components: a searchable WealthTech Directory categorised by technology type (API, AI/ML, big data, cloud, cybersecurity, data analytics, low-code/no-code, robo-advisors, RPA, SaaS) and value-chain position; a recurring Tech Sprints programme where vendors demonstrate solutions to expert panels against defined industry challenges (Consumer Duty, onboarding, ESG, cyber, AI); and a member-facing WEALTH Network supporting collaborative innovation.
The platform is governed by an Advisory Council of 20 leading wealth, advisory, banking and professional services firms (including Abrdn, Evelyn Partners, Rathbones, Fidelity International, Quilter Cheviot, Raymond James/Charles Stanley, NatWest/Coutts, EY, Shoosmiths, SEI and Tech Mahindra). Morningstar acts as principal strategic partner and provides Portfolio Analysis APIs (asset allocation, geography, sector, ESG, risk, goal analysis, costs) to Tech Sprint participants, with sprint winners presenting at the Morningstar Investment Conference UK. Recent sprints have focused on AI applications across front-, middle- and back-office functions (2025 and 2026), with Finextra joining as a GTM partner for the 2026 programme.
The business model is subscription-plus-revshare: fintechs apply for monthly membership that grants directory listing, profile publishing and content distribution, with a separate revenue-sharing agreement required as a condition of membership. All applications are gated by verification and a follow-up suitability call. The registered office is at 69 Carter Lane, London, EC4V 5EQ, and the entity is a private limited company registered in England and Wales (company number 13806125). Reported headcount is 1-10 and no external funding rounds have been disclosed; financing flows through the parent association.
PIMFA WealthTech firmographics
Firmographics- Name
- PIMFA WealthTech
- Legal name
- PIMFA WealthTech Limited
- Website
- https://pimfawealthtech.com
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- PIMFA WealthTech is a UK digital marketplace and industry network, spun out of PIMFA in 2022, that connects fintech and wealthtech vendors with wealth managers through a searchable directory, recurring Tech Sprints and an Advisory Council of 20 firms, monetised via monthly subscription and revenue-share agreements.
- Ownership category
- akta.pro rank
PIMFA WealthTech industry classification
Industry- Product category
- Wealth Management Technology Platform
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
- akta.pro secondary industry
- Robo-Advisors & Digital Wealth Managers (FSAAAAAD)
Keywords
Where PIMFA WealthTech is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
PIMFA WealthTech business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Others
Revenue model
- Membership Fees: PIMFA WealthTech offers membership subscriptions to fintech/wealthtech companies. The membership includes company profile creation, publication on the platform, ability to publish content such as reports, research, and news items. Memberships are currently only available as monthly option. As a condition of membership, members enter into a separate revenue-sharing agreement with PIMFA WealthTech.
- Revenue Sharing: Members are required to enter into a separate revenue-sharing agreement with PIMFA WealthTech as a condition of membership. Details are discussed during the follow-up call as part of the quality-assured membership process.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Standard Monthly Membership |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels5 records
PIMFA WealthTech product offering
Product offeringCore offering
PIMFA WealthTech operates a digital marketplace and industry network connecting fintech/wealthtech companies with wealth management and financial advisory firms. Its core offerings include a WealthTech Directory of member technology providers, structured Tech Sprint innovation programs judged by an Advisory Council of 20 leading wealth firms, a WEALTH Network collaboration platform, and an OPENWEALTH engagement initiative. Membership is the primary commercial offering, providing fintechs with profile visibility, content publishing, and access to senior wealth management decision-makers.
Product overview
PIMFA WealthTech is a market network and digital marketplace platform connecting fintech/innovation companies with wealth managers and advisory firms in the UK wealth management sector. Rather than a single product, it operates a multi-component platform consisting of: the WealthTech Directory (a searchable marketplace of member fintech providers categorised by technology type and value chain position); Tech Sprints (structured innovation programmes where fintechs demonstrate solutions to industry challenges judged by expert panels, with findings published); and PIMFA WealthTech Membership (allowing fintechs to create profiles and access the industry network). The platform is supported by Morningstar as principal strategic partner and Morningstar Portfolio Analysis APIs are made available through Tech Sprint programmes. The company facilitates connections between wealth managers seeking digital transformation solutions and fintech providers offering AI/ML, data analytics, automation, cybersecurity, and other wealth technology capabilities.
Differentiator
Problem solved
Functional benefit
Products and services
- WealthTech Directory A searchable directory showcasing leading technology providers supporting the UK wealth and asset management industry. Wealth managers can discover innovative solutions by technology category (API, AI/ML, Big Data, Cloud Computing, Cybersecurity, Data Analytics, Low Code/No Code, RoboAdvisors, RPA, SaaS) and position in the value chain (Advice & Distribution, Client Management, Client Onboarding, Compliance & Legal, Data Management, Investment Management, Portfolio & Financial Management, Reporting & Analytics, Risk Analysis, Trading). Intended for UK wealth management firms and financial advisers seeking fintech solutions.
- Tech Sprints Structured, time-bound innovation programmes where fintech participants showcase technology solutions to expert panels from the Advisory Council to address specific industry challenges. Each sprint follows a methodology: problem statement definition, fintech solution demonstration, expert judging, and published findings. Topics have included AI operational efficiency, cybersecurity, ESG reporting, client onboarding, and Consumer Duty compliance. Sprint winners present at the Morningstar Investment Conference UK.
- PIMFA WealthTech Membership Membership programme allowing fintech and wealthtech companies to create a profile on the PIMFA WealthTech platform, gain visibility through the News & Insights section, and access the industry network. Applications are subject to verification including assessment of suitability and a follow-up business discussion. Members enter a separate revenue-sharing agreement with PIMFA WealthTech as a condition of membership. Memberships are available on a monthly subscription basis.
- WEALTH Network Networked collaboration platform facilitating innovation and growth within the wealth management ecosystem. Connects fintech innovators with wealth managers and advisory firms through structured engagement and community-led initiatives.
- OPENWEALTH
Companies that use PIMFA WealthTech
Customer profileNamed customers19 records
Segments3 records
Ideal customer profiles2 records
PIMFA WealthTech technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
AI capability10 records
Feature3 records
PIMFA WealthTech partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- FinextracoreFinextra partnered with PIMFA WealthTech and Morningstar on the AI Tech Sprint (2026). Finextra advocates for and promotes innovation in wealth and banking and provides a platform for winners to showcase their solutions to their global audience in wealth, trading and banking. Steve Ellis, CEO of Finextra, noted the partnership extends reach in the fintech community.
- EYminorEY joined the PIMFA WealthTech Advisory Council representing the wider industry ecosystem. EY contributes to shaping the future direction of PIMFA WealthTech, advising on technology key priorities of the wealth management and advice industry. PIMFA WealthTech and EY announced the publication of a joint report on 'New Technology and Client Expectations in the Wealth Management Industry'.
- MorningstarcoreMorningstar is the principal strategic partner to PIMFA WealthTech. The partnership involves collaboration on Tech Sprints examining common issues within the wealth management sector where technology solutions could offer the most effective solution. Morningstar provides participating fintechs with access to their Portfolio Analysis APIs covering asset allocation, geographic breakdowns, sector breakdowns, ESG metrics, risk scores, goal analysis and costs. Winners of Tech Sprints present at the Morningstar Investment Conference UK. Contact: Anastasia Georgiou, Director of Client Solutions, Adviser Segment.
Scale indicators4 records
Recent moves7 records
Expansion highlights4 records
PIMFA WealthTech competitors and assessment
Company assessmentDirect peers
- Finextra: Global fintech industry news, research, and community platform. Directly comparable as a fintech industry media/community partner that PIMFA WealthTech has collaborated with on AI Tech Sprints; both serve fintech firms seeking visibility and engagement with financial institutions.
- The Wealth Mosaic: Independent research and community platform focused on wealth management technology. Comparable as a content-and-network platform helping wealth managers and wealthtechs connect, similar in target audience and value proposition to PIMFA WealthTech.
- Innovate Finance: UK-based independent industry membership association for the global fintech community. Directly comparable as a B2B fintech membership/network organization connecting fintech firms with financial institutions, running events and accelerator programs.
- Hubbis: Asia-headquartered wealth management community, research, and events platform serving wealth managers and wealthtechs. Comparable as a wealthtech-focused content, events, and networking platform with a similar audience to PIMFA WealthTech's two-sided ecosystem.
Regional players
- FStech: UK-focused financial services technology news, events, and awards community. Comparable as a B2B content, events, and networking hub serving UK financial institutions and technology vendors, similar in audience and format to PIMFA WealthTech's News & Insights and events.
- FinTech Scotland: Industry body and innovation network for the Scottish fintech ecosystem. Comparable as a fintech-focused membership and network organization, though focused on Scotland rather than the broader UK wealth management sector.
Broad incumbents
- Asset Management Exchange (AMX): Operating system and marketplace for the asset and wealth management industry. Comparable as a tech-enabled platform serving the same wealth/asset management buyer base PIMFA WealthTech targets through its directory and network.
- FNZ: Global end-to-end wealth management technology platform serving major financial institutions. Comparable as a wealthtech incumbent operating in the same UK wealth management space PIMFA WealthTech serves, though as a software vendor rather than a network/marketplace.
Emerging players
- NayaOne: Digital sandbox platform connecting financial institutions with fintechs for technology evaluation. Comparable as a fintech-to-bank matching platform that PIMFA WealthTech has partnered with for Tech Sprints, with overlapping functionality in the discovery-and-validation use case.
- WealthTech Collective: Community of wealthtech founders, operators, and investors. Comparable as a curated membership network for wealthtech companies seeking peer engagement, market visibility, and connections to wealth management buyers.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
PIMFA WealthTech social profiles
Digital presencePIMFA WealthTech financial estimates
Financial estimateRevenue estimate
Valuation estimate
PIMFA WealthTech leadership team
Management profileNumber of profiles
Profiles2 records
PIMFA WealthTech funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
PIMFA WealthTech M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about PIMFA WealthTech
What does PIMFA WealthTech do?
PIMFA WealthTech operates a digital marketplace and industry network connecting fintech/wealthtech companies with wealth management and financial advisory firms. Its core offerings include a WealthTech Directory of member technology providers, structured Tech Sprint innovation programs judged by an Advisory Council of 20 leading wealth firms, a WEALTH Network collaboration platform, and an OPENWEALTH engagement initiative. Membership is the primary commercial offering, providing fintechs with profile visibility, content publishing, and access to senior wealth management decision-makers.
Is PIMFA WealthTech a public or private company?
PIMFA WealthTech is a private company. It is classified as corporate owned and is currently operating.
When was PIMFA WealthTech founded?
PIMFA WealthTech was founded in 2022. It employs 1 to 10 people.
Where is PIMFA WealthTech based?
PIMFA WealthTech is headquartered in London, United Kingdom, in the Europe region.
How does PIMFA WealthTech make money?
Two revenue lines are on record. Membership Fees are the primary driver. The others are revenue Sharing.
Who are PIMFA WealthTech's main competitors?
Direct peers on record are Finextra, The Wealth Mosaic, Innovate Finance and Hubbis. Regional players are FStech and FinTech Scotland. Broad incumbents are Asset Management Exchange (AMX) and FNZ. Emerging players are NayaOne and WealthTech Collective.
Does PIMFA WealthTech have an API?
Yes. Morningstar Portfolio Analysis APIs are made available to fintech participants in PIMFA WealthTech's Tech Sprint programs. These APIs cover asset allocation, geographic breakdowns, sector breakdowns, ESG metrics, risk scores, goal analysis, and costs. Fintech participants use these APIs to build solutions for wealth management challenges such as Consumer Duty compliance and client reporting. PIMFA WealthTech itself does not appear to offer a proprietary public API; the API capabilities documented relate to partner-provided APIs accessible through the platform's programs.
What industry is PIMFA WealthTech in?
PIMFA WealthTech's product category is Wealth Management Technology Platform. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of FSAAAAAD, Robo-Advisors & Digital Wealth Managers. Its NAICS code is 523940 and its SIC code is 6282.