FT Partners' latest installment of their "CEO Monthly Wealth & Capital Markets Tech Update & Analysis," released in March 2025, has closely examined the evolving landscape in wealth management and capital markets technology. Released by the fintech-focused investment bank, the report highlights key trends, transactions, and market dynamics shaping the wealth management and capital markets sector. Amid a backdrop of consolidation, technological innovation, and shifting investor preferences, the analysis underscores how firms are navigating a
FT Partners is a California-based investment banking firm that provides services including financial advisory and transactions for the financial technology sector.