2025 Wealthtech Landscape: Clarity & Consolidation for Financial Advisors

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As advisors navigate 2025, they face a shifting landscape marked by regulatory developments, inflationary pressures, and an increasingly crowded wealthtech marketplace. The intersection of these forces is shaping a pivotal year – one in which clarity and consolidation are poised to redefine the advisor/technology relationship.

The fatigue of overpromised technology

Wealthtech’s rapid proliferation over the past decade has left many advisors frustrated. Promises of transformative outcomes often fall flat, leaving them grappling with tools that are difficult to implement, fail to integrate seamlessly, or underdeliver on value. For many, the time and effort required to implement and then disentangle underperforming solutions have become untenable.

This cycle of overpromising and underperforming has created “tech fatigue” among advisors, who are now more cautious and discerning in their adoption of new solutions. The days of being dazzled by innovation for its own sake are over. Advisors demand technology that simplifies their workflows, drives efficiency, and delivers tangible benefits for their clients.