TEXAS, US 4th April 2023 - Voyant, a leading financial wellness, financial planning, and wealth management solution, has been recognized as one of the top 100 WealthTech companies of 2023 by FinTech Global. The annual list recognizes companies that have demonstrated innovation, expertise, and excellence in the WealthTech industry.
Out of an initial pool of over 1,200 nominees, finalists were selected by a panel of experts based on their innovative use of technology to solve a significant industry problem, or to generate efficiency improvements across the investment value chain.
FinTech Global director Richard Sachar said, “At a time when not even the giants like Silicon Valley Bank and Credit Suisse are safe, it is vital banks and investment firms have the best technology behind them. On top of this, customers are demanding better and more streamlined engagements, and are more than happy to switch to a provider that offers this. This WealthTech100 list will equip senior-level leaders in financial institutions with detailed information on some of the most innovative companies in WealthTech.”
"It's an honor to be recognized as one of the top 100 companies in this industry”, said David Kaufman, CEO of Voyant. “Our team has always been committed to delivering exceptional value and service to our customers, and this recognition validates our efforts.”
Voyant has a proven track record of providing cutting-edge Wealth Management Solutions to both advisors and clients across the US, UK, Ireland, Canada and Australia. Integrating interactive and collaborative modeling with cash flow, goal- and outcome-based planning features, Voyant’s solutions empower both SMB and enterprise advisors to engage clearly, collaboratively, and with confidence.
“As Voyant moves forward, we remain dedicated to illuminating the path to financial wellness through personalized client experiences and a customized, holistic advice approach”, David concluded.
Voyant was founded in 2008 and currently serves over 2,500 firms, including many of the world’s largest and most prestigious banks, private banks, and wealth management firms.
A full list of the WealthTech100 and detailed information about each company is available to download for free at www.WealthTech100.com.
To learn more about Voyant, visit www.planwithvoyant.com.
About Voyant, Inc.
Based in Austin, Texas, Voyant is a top provider of collaborative financial wellness and wealth management software for financial professionals and their clients. Voyant's solutions allow advisors to deliver a new level of value to their clients, by providing vision, expertise and access. Voyant is owned by AssetMark Financial, Inc., a subsidiary of AssetMark Financial Holdings, Inc. whose majority and controlling shareholder is Huatai Securities Co., Ltd., a financial services and securities brokerage firm incorporated in China.