Moxo recognized by WealthTech100 2025 as one of the world's most innovative wealth management tech providers

CUPERTINO, Calif., April 2, 2025 /PRNewswire/ -- Moxo, the leading service orchestration platform, has once again earned a spot on the prestigious WealthTech100 list for 2025, recognized for shaping the future of wealth and asset management. The annual list, curated by FinTech Global, honors the world's 100 most innovative tech companies transforming the investment and advisory landscape.

The WealthTech100 spotlights solution providers tackling complex challenges across the wealth management value chain—from evolving client expectations to modernizing operations. This year's selection process evaluated over 1,200 companies worldwide, narrowing the field to 100 standout innovators enabling private banks, asset managers, and financial advisors to scale and personalize services.

"Moxo's inclusion reflects our continued focus on enabling firms to deliver streamlined, secure, and highly personalized client experiences," said Leena Iyar, Chief Brand Officer. "We're proud to support institutions navigating generational shifts, regulatory complexity, and the demand for digital-first engagement."

The 2025 WealthTech100 list arrives at a pivotal moment. With the great wealth transfer underway, firms must evolve legacy systems, embrace automation, and meet expectations of a tech-savvy client base.

According to FinTech Global Director Richard Sachar, "This year's selection process was more competitive than ever. With clients expecting hyper-personalized digital experiences and global events continuing to test market resilience, firms can no longer rely on legacy systems or reputation alone."

The full WealthTech100 list and company profiles are available at www.WealthTech100.com.

About Moxo

 Moxo is a service orchestration platform that transforms complex processes into seamless digital experiences. The platform enables institutions to deliver exceptional client service from onboarding through account management while ensuring regulatory compliance. Trusted by global financial leaders including Citibank, BNP Paribas, and Standard Chartered, Moxo helps financial institutions meet evolving client expectations through secure collaboration and workflow automation. Learn more at www.moxo.com.

About WealthTech100

The WealthTech100 is an annual list published by FinTech Global, recognizing the world's most innovative technology companies transforming wealth and asset management. Now in its seventh year, the ranking highlights solution providers that are driving efficiency, personalization, and digital transformation across the investment value chain. Companies are selected by a panel of analysts and industry experts from over 1,200 candidates based on their use of technology to solve industry challenges or enhance performance. Learn more at www.wealthtech100.com.

Contact:
Christy Lamberjack
marketing@moxo.com

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SOURCE Moxo