Who should enter the ‘Best WealthTech, Investments & Retirement Solution’ category?

The ‘Best WealthTech, Investments & Retirement Solution’ award celebrates outstanding financial technology helping people and organizations invest, build wealth, manage portfolios and prepare financially for later life.

Digital investment platforms have widened access to markets, automated tools can simplify portfolio construction and monitoring, and sophisticated analytics are giving professionals a more detailed view of investment performance and risk.

Within retirement, technology is helping savers understand what they have accumulated, assess whether they are on course to meet their goals and consider how their assets could support them after they stop working.

This category is open to WealthTech, investment and retirement solutions serving individuals, financial professionals, institutions or employers.

Entries could include investment platforms, portfolio management systems, digital advice services, financial planning technology, pension platforms, retirement planning tools, investment analytics or infrastructure used to administer and manage investments.

Best FinTech for investments award

Examples

The category encompasses technologies addressing different stages and participants across investing, wealth management and retirement. Examples include:

fintech digital asset tracking

Digital services that enable individuals or institutions to access, purchase and manage investments through a single environment.

Platforms may support equities, funds, ETFs, bonds, alternative investments or other asset classes, with capabilities spanning research, trading, portfolio monitoring and account administration.

Entries might broaden access to investing, simplify previously complex processes or provide investors with the tools and information needed to take greater control over their holdings.

FinTech for finance and investment

Technology used to construct, analyze, monitor and manage investment portfolios for individual investors or professional investment managers.

Capabilities may include asset allocation, portfolio modelling, rebalancing, performance measurement, risk analysis, model portfolios or tools for managing multiple accounts and client portfolios.

Effective solutions should help users understand how portfolios are performing and evolving, while supporting decisions that reflect investment objectives, risk parameters and changing circumstances.

Couple applying for mortgage

Technology that supports or delivers investment, wealth and financial planning guidance through digital or hybrid services.

Solutions may include robo-advice, adviser platforms, planning tools, recommendation engines or technology that equips financial professionals with richer information and more efficient ways to serve their clients.

Applications could help users establish financial goals, assess investment options, understand risk, model future outcomes or receive guidance tailored to their financial circumstances.

automated pensions advice

Platforms and tools that improve how pension savings and retirement assets are administered, accessed and understood.

Solutions could support pension providers, employers, advisers or individual savers through capabilities such as pension administration, digital dashboards, contribution management, consolidation, investment selection or clearer visibility of accumulated retirement savings.

Leading technologies may help turn pensions from relatively passive financial products into information that users can more readily understand and engage with throughout their working lives.

Retirement planning and pensions advice

Solutions designed to help individuals and financial professionals prepare for and manage the financial transition into retirement.

Applications may model retirement readiness, projected income, longevity scenarios, withdrawal strategies, decumulation or the interaction between pensions, investments and other sources of wealth.

Technology can help users explore how different choices may affect their future finances and provide professionals with tools for managing the considerable uncertainty involved in planning income over an extended retirement.

Hall of Fame: Previous Winners

Financial Finesse Logo

Financial Finesse stands out as the winner in this category for delivering a genuinely differentiated approach to personal wealth management through its SmartBenefits platform. By combining governed AI with certified financial coaching, it addresses a critical gap in the market: the ability to deliver accurate, personalized financial guidance at scale without sacrificing trust. The measurable impact is compelling, with dramatically increased engagement and clear improvements in financial outcomes for users. This balance of innovation, responsibility, and real-world effectiveness makes Financial Finesse a clear winner at The FinTech Awards.”

Christopher Southall, Lead Judge

Best FinTech for Investments, Portfolio Management, and Personal Wealth Management 2026, Financial Finesse
Seismic Logo

Seismic’s win reflects its transformative impact on the advisor-client relationship. By automating meeting preparation and integrating seamlessly with major conferencing tools, Seismic empowers asset managers to save thousands of hours while deepening client engagement. The FinTech Awards are proud to recognize a solution that brings both operational efficiency and meaningful human connection to the forefront of wealth management.”

Shiva Kumar, Judge

Best FinTech for Investments, Portfolio Management, and Personal Wealth Management 2025, Seismic
SmartPath Logo

SmartPath stands out for making retirement planning accessible, relevant, and genuinely impactful — meeting people with the right support at exactly the right moment. Through personalized coaching, timely education, and AI-powered insights, SmartPath empowers users to take confident steps toward long-term financial security. The FinTech Awards are proud to recognize SmartPath as the Best FinTech in Personal Pensions & Retirement Management for redefining how individuals prepare for the future — not with theory, but with action.”

Annabelle Whittall, The Cloud Awards COO

Best FinTech in Personal Pensions & Retirement Planning 2025, SmartPath

Areas to Highlight in Your Submission

Judges score nominations across these five key areas:

  • Innovation: The features or technology that makes your WealthTech, investments & retirement planning solution unique - or transformed your market.

  • Impact: Evidence of the positive effect your WealthTech, investments & retirement planning solution has brought to your customers.

  • Scalability: How your solution grows or adapts to changing business needs, without significant upgrades or overhauls.

  • User Experience: How intuitive your WealthTech, investments & retirement planning solution is to use for users of varying roles or skill levels.

  • Relevance: What makes your solution a worthy winner in this particular category.

Although not formally scored, focus on these areas specific to this category, can help your nomination stand out:

Personalization

Adapting investment, wealth or retirement experiences to the goals, circumstances, preferences and risk characteristics of different users.

Insight

Quality of the information, analysis and modelling provided to help users understand investments, financial progress and potential future outcomes.

Value

How effectively the solution supports sustained wealth creation, investment management or retirement preparedness.

More FinTech Awards Categories

Next Steps to Enter The FinTech Awards

To enter this FinTech Awards category, or any other category in The FinTech Awards, please follow these three simple steps:

  • Download the entry form. Open up the ‘FinTech Awards Simple Form’ document.

  • Complete your form. You only need to complete the form once, even if entering multiple FinTech Awards categories.

  • Submit your entry. Head to the ‘Submit Now’ section on our website, select ‘The FinTech Awards’ and the category/categories you are entering from the list, upload your form and any other materials you would like the judges to review, and process your fees.

The FinTech Awards is a program from The Cloud Awards. Since 2011, we’ve been helping organizations across the globe gain the recognition they deserve for market-leading innovation in the cloud computing and software sectors.

For a detailed breakdown of all the benefits you receive as an awards entrant as either a shortlistee, finalist or ultimate winner, please see our Why Enter page. If you have any questions on this category, please Contact Us.