Cadro has been named one of the world's greatest WealthTech disruptors, in an annual review of firms instigating positive change in the industry.

Selected from a list of over 1,300 entries, Cadro's recognition as a WealthTech100 company places it amongst the top 100 businesses seeking to tackle some of the most significant challenges and opportunities across wealth management, from client acquisition to financial planning, portfolio management and digital brokerage.

The WealthTech100 is commissioned by financial technology information providers FinTech Global using a panel of analysts and industry experts, who consider detailed information on each company, and the problems they are solving.

Cadro's entry into the 2024 list focused on our mission to transform client engagement by providing tailored, real time content updates via the Cadro app, while maintaining the very highest standards of wealth management and personalised service with dedicated client advisers.

Cadro Co-founder and CEO Nataša Williams said: "Our strength at Cadro is that we recognise the importance of maintaining all the best bits of traditional wealth management, while modernising the client experience to make it fit for the 21st Century.

"Our goal is to humanise our clients' investment journey by making our communication engaging, understandable and easy to navigate, so that sensible, long-term investing can be fun, as opposed to an unglamorous chore."

FinTech Global director Richard Sachar said, "As the great wealth transfer takes place, wealth management firms are seeking ways to update their operations to meet the demands of future customers.

"While older generations preferred a human touch, younger generations place quick, simple and digital processes at the top of their requirements. The WealthTech100 list provides senior decision-makers with a guide on the best vendors in the market and practical examples of how the latest AI advancements are transforming the investment industry."

View the full list.

Peter Cary

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