Digital brokerage and wealth apps

Apps for trading, investing and automated portfolio management. It has no schema of its own: companies here are mapped on the Fintech companies schema, and what it does not cover is recorded as gaps.

Baseline: Fintech companies v1
Inherited from: Fintech companies
Mapped on the schema: 0 of 0 placed here
Primitives: 60 in 8 parts
Last updated: 3 Nov 2026

Deepen this industry

Focused research on the organizations with the fewest mapped parts in digital brokerage and wealth apps; what it finds is public for everyone.

How automatable each primitive is, estimated from the 0 organizations mapped in public on the Fintech companies schema, which this industry inherits: the share of those with the primitive that run it on software. Estimate from public data: the share of mapped organizations that run this on software. Not a recommendation.

LevelAll60 High6 Medium32 Low22

Primitive	Layer	Automation	Peers on software	Software parts named most
Products and target clients Demand: winning customers	Decisions	LowLayer only	0 of 0 mapped; too few to read	—
Loan officers and advisers Demand: winning customers	People	LowLayer only	0 of 0 mapped; too few to read	—
Rates, fees and spreads Demand: winning customers	Decisions	LowLayer only	0 of 0 mapped; too few to read	—
Loan and client agreements Demand: winning customers	Decisions	LowLayer only	0 of 0 mapped; too few to read	—
Suppliers and partners Supply: making or delivering the offer	People	LowLayer only	0 of 0 mapped; too few to read	—
Underwriting Supply: making or delivering the offer	Decisions	LowLayer only	0 of 0 mapped; too few to read	—
Bank partners and sponsor banks Supply: making or delivering the offer	People	LowLayer only	0 of 0 mapped; too few to read	—
Client service Customers: keeping them	People	LowLayer only	0 of 0 mapped; too few to read	—
Account management Customers: keeping them	People	LowLayer only	0 of 0 mapped; too few to read	—
Budgeting and forecasting Money: getting paid and paying	Decisions	LowLayer only	0 of 0 mapped; too few to read	—
Capital and funding lines Money: getting paid and paying	Decisions	LowLayer only	0 of 0 mapped; too few to read	—
Org structure People: who does the work	People	LowLayer only	0 of 0 mapped; too few to read	—
Performance and pay People: who does the work	Decisions	LowLayer only	0 of 0 mapped; too few to read	—
Policies and culture People: who does the work	Decisions	LowLayer only	0 of 0 mapped; too few to read	—
Security and fraud controls Systems: tools and data	Decisions	LowLayer only	0 of 0 mapped; too few to read	—
Licences and registrations by jurisdiction Control: rules the company runs under	Decisions	LowLayer only	0 of 0 mapped; too few to read	—
Regulatory compliance and examinations Control: rules the company runs under	Decisions	LowLayer only	0 of 0 mapped; too few to read	—
Insurance and risk Control: rules the company runs under	Decisions	LowLayer only	0 of 0 mapped; too few to read	—
Health, safety and environment Control: rules the company runs under	Decisions	LowLayer only	0 of 0 mapped; too few to read	—
Credit and portfolio risk Control: rules the company runs under	Decisions	LowLayer only	0 of 0 mapped; too few to read	—
Strategy and goals Direction: deciding where it goes	Decisions	LowLayer only	0 of 0 mapped; too few to read	—
Credit and investment committees Direction: deciding where it goes	Decisions	LowLayer only	0 of 0 mapped; too few to read	—

The rule, the same for every industry: with 5 or more organizations having the primitive, 50% or more of them on software is high, 20% or more medium, below that low. With fewer, the level rests on the primitive's layer alone and says "Layer only". Software parts are counted once per organization; a detected technology is named by its product. See the blueprint for which organizations run each.

LevelAll60 High6 Medium32 Low22

Primitive	Layer	Automation	Peers on software	Software parts named most
Products and target clients Demand: winning customers	Decisions	LowLayer only	0 of 0 mapped; too few to read	—
Loan officers and advisers Demand: winning customers	People	LowLayer only	0 of 0 mapped; too few to read	—
Rates, fees and spreads Demand: winning customers	Decisions	LowLayer only	0 of 0 mapped; too few to read	—
Loan and client agreements Demand: winning customers	Decisions	LowLayer only	0 of 0 mapped; too few to read	—
Suppliers and partners Supply: making or delivering the offer	People	LowLayer only	0 of 0 mapped; too few to read	—
Underwriting Supply: making or delivering the offer	Decisions	LowLayer only	0 of 0 mapped; too few to read	—
Bank partners and sponsor banks Supply: making or delivering the offer	People	LowLayer only	0 of 0 mapped; too few to read	—
Client service Customers: keeping them	People	LowLayer only	0 of 0 mapped; too few to read	—
Account management Customers: keeping them	People	LowLayer only	0 of 0 mapped; too few to read	—
Budgeting and forecasting Money: getting paid and paying	Decisions	LowLayer only	0 of 0 mapped; too few to read	—
Capital and funding lines Money: getting paid and paying	Decisions	LowLayer only	0 of 0 mapped; too few to read	—
Org structure People: who does the work	People	LowLayer only	0 of 0 mapped; too few to read	—
Performance and pay People: who does the work	Decisions	LowLayer only	0 of 0 mapped; too few to read	—
Policies and culture People: who does the work	Decisions	LowLayer only	0 of 0 mapped; too few to read	—
Security and fraud controls Systems: tools and data	Decisions	LowLayer only	0 of 0 mapped; too few to read	—
Licences and registrations by jurisdiction Control: rules the company runs under	Decisions	LowLayer only	0 of 0 mapped; too few to read	—
Regulatory compliance and examinations Control: rules the company runs under	Decisions	LowLayer only	0 of 0 mapped; too few to read	—
Insurance and risk Control: rules the company runs under	Decisions	LowLayer only	0 of 0 mapped; too few to read	—
Health, safety and environment Control: rules the company runs under	Decisions	LowLayer only	0 of 0 mapped; too few to read	—
Credit and portfolio risk Control: rules the company runs under	Decisions	LowLayer only	0 of 0 mapped; too few to read	—
Strategy and goals Direction: deciding where it goes	Decisions	LowLayer only	0 of 0 mapped; too few to read	—
Credit and investment committees Direction: deciding where it goes	Decisions	LowLayer only	0 of 0 mapped; too few to read	—