The business of wealth management is evolving at a pace few could have predicted a decade ago. Artificial intelligence, digital platforms, changing investor expectations, and an increasingly complex regulatory landscape have reshaped how financial services are designed and delivered. What was once considered innovation has quickly become the industry standard. Yet technology alone does not define progress. Behind every successful WealthTech company is leadership capable of balancing innovation with execution, growth with governance, and ambition with trust. In an industry built on confidence, sustainable success depends as much on sound judgment as it does on technological advancement. The executives featured in this edition have led their organizations through a period of rapid change while identifying new opportunities for growth and long-term value creation. Their companies are expanding access to financial services, improving operational efficiency, and developing solutions that respond to the changing needs of investors across global markets. The Top 20 WealthTech CEOs of 2026 represent more than high-performing businesses. They reflect the leadership shaping one of the fastest-evolving sectors in financial services. Their experiences offer valuable lessons on innovation, resilience, and strategic thinking at a time when the future of wealth management is still being written As always, this recognition celebrates not only achievement, but also the vision required to build what comes next.

Eric Poirer

Eric Poirer

CEO

Addepar

Rich Cancro

Rich Cancro

CEO

AdvisorEngine

Jason Wenk

Jason Wenk

Founder & CEO

Altruist

Martin Greweldinger

Martin Greweldinger

CEO

Avaloq

Backbase

Jouk Pleiter

CEO

Backbase

Shana Orczyk Sissel

Shana Orczyk Sissel

Founder & CEO

Banrion Capital Management

Bob Santella

Bob Santella

CEO

BetaNXT

Sarah Levy

Sarah Levy

CEO

Betterment

Chris Todd

Chris Todd

CEO

Envestnet

Yoni Assia

Yoni Assia

Co-founder & CEO

eToro

Taylor Matthews

Taylor Matthews

CEO & Co-founder

Farther Finance

Blythe Masters

Blythe Masters

CEO

FNZ Group

iCapital Wealthtech

Lawrence Calcano

Chairman & CEO

iCapital

Tania Neild

Tania Neild

CEO

InfoGrate Wealth

Guido Petrelli

Guido Petrelli

CEO

Merlin Investor

Natalie Wolfsen

Natalie Wolfsen

CEO

Orion Advisor Solutions

Rinat Kirdan

Rinat Kirdan

Co-founder and CEO

PRAAMS

Samir Vasavada

Samir Vasavada

CEO & Co-founder

Vise

David Fortunato

David Fortunato

CEO

Wealthfront

Mitchell Caplan

Mitchell Caplan

CEO

Willow Wealth

End of Members

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