Invessed recognised in WealthTech100 2025 list of most innovative wealth technology companies

FinTech Global has named Invessed to its prestigious WealthTech100 2025, a carefully selected list of the world’s most innovative providers transforming the wealth management and financial advisory landscape.

Chosen by a panel of analysts and industry experts, Invessed is recognised for:

• Measurable efficiency gains and value creation for firms and their clients
• Demonstrable growth and adoption across leading wealth managers
• The industry relevance of its secure, client-first platform
• A commitment to innovation and usability in client experience technology

“We’re honoured to be recognised as a WealthTech100 company,” said Theo Paraskevopoulos, Founder and CEO of Invessed.

“This milestone acknowledges our focus on intuitive, personalised client engagement and our role in helping firms transition from legacy systems to intelligent, modern experiences.”

Invessed joins a global cohort of leading fintech innovators across subsectors, which includes portfolio analytics, planning tools, embedded finance and next-generation digital advisory platforms.

Read the full WealthTech100 2025 report at fintech.global

Why it matters

Wealth management is changing—fast. And Invessed is helping drive that change by making digital interactions more:

• Human – User-first design that puts investors at the centre
• Intelligent – AI-ready and data-rich to surface timely insights
• Integrated – Seamless across CRM, reporting, portals, and apps
• Scalable – Modular architecture that grows with your firm

Whether you’re a private bank, investment manager, or adviser, Invessed empowers you to deliver high-touch service through next-gen technology.

What’s next for Invessed?

This recognition comes at a pivotal moment as we continue to expand globally, working with leading firms to:

• Launch digital wealth experiences faster
• Enhance client trust and transparency
• Future-proof legacy platforms with cloud-native tools
• Support multi-channel client engagement at scale

We’d love to show you what’s possible.

Book a personalised walkthrough of the Invessed platform.

Book a demo

Join the Journey

To our clients, partners, and team—thank you for helping us reach this milestone.

To the wealth leaders exploring their next move—now’s the time to talk.

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