Building a Case for Wealth-as-a-Service

Wealth-as-a-Service (WaaS) is reshaping how financial products are distributed. By unbundling investment capabilities and making them accessible via APIs, WaaS allows any digital business—whether a bank, insurer, fintech, or consumer brand—to offer wealth services at scale.

This whitepaper looks at what’s driving WaaS adoption, where the most immediate use cases are emerging, and how providers and distributors are partnering to bring new models to market.

What you’ll learn:

• How digital platforms are embedding wealth into broader financial ecosystems
• Why modular architecture and open APIs are key to rapid implementation
• What new business models are emerging for distributors and manufacturers
• The opportunity for financial institutions to expand reach and unlock new revenue

Read the report to understand how technology and demand are converging to make WaaS a viable model for growth.