Industry Insights
Wealth-tech trends, competitive landscape, and regulatory context for AI in wealth management.
Industry Insights
Understanding the forces shaping AI-powered wealth management in India and globally.
Sections
- Wealth-Tech Trends 2026 — AI-augmented advisor, unified client brain, agentic ops
- Competitive Landscape — How Sentinel compares
- Regulatory Environment — SEBI, RBI, data protection, AI governance
Key Statistics
| Statistic | Source | Year |
|---|---|---|
| $83 trillion great wealth transfer | Cerulli Associates | 2026 |
| 81% next-gen HNWIs plan to switch advisors | Capgemini | 2025 |
| 46% cite lack of digital channels as trigger | Capgemini | 2025 |
| 50% of doc traffic from AI agents | Mintlify | 2026 |
| 30% RM time saved with AI copilots | McKinsey | 2025 |
About Centricity Wealth Tech
Centricity Wealth Tech builds enterprise AI infrastructure for Indian wealth management. Our mission is to democratize access to institutional-grade AI for every advisor, family office, and asset manager.
Founded: 2024 Headquarters: Mumbai, India Team: 50+ engineers, data scientists, and domain experts Clients: 25+ wealth management firms, 3 platform partners
Contact
- Press: press@centricity.co.in
- Analyst Relations: analysts@centricity.co.in