Experts Set WealthTech Priorities for H2 2026

WealthTech is moving beyond standalone calculators, risk profilers and robo-advice toward integrated platforms that can deliver personalised guidance across the client lifecycle. That transition matters because wealth managers are under pressure to widen access, improve engagement and scale advice without matching increases in headcount. FinTech Global brought together executives from everyoneINVESTED, fincite and Kidbrooke to assess which capabilities will distinguish winners in the second half of 2026.

In findings published on July 24, 2026, Jurgen Vandenbroucke of everyoneINVESTED, Friedhelm Schmitt of fincite and Fredrik Davéus of Kidbrooke pointed to a common priority: combining data science with decision science, then embedding the resulting insight in coherent digital interfaces. The goal is to understand client intent more accurately, make interactions more relevant and deliver a consistent experience from onboarding through ongoing advice. The discussion was an industry outlook, not a funding announcement, and disclosed no investment amount.