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Prometeia Wins the Professional Wealth Management Wealth Tech Award 2026 in the Best Supplier for Use of AI Category

Prometeia has won the PWM Wealth Tech Award 2026 in the Best Supplier for Use of AI category, as the European winner, the prestigious award presented by the Financial Times through its Professional Wealth Management (PWM) publication, dedicated to analysing the growth strategies of private banks and wealth managers worldwide.

The award celebrates excellence in the adoption of technology and digital communication in the wealth management sector, recognising organisations that stand out for the tangible impact of their solutions on client experience, operational efficiency, and investment outcomes.

International recognition for innovation in artificial intelligence

The PWM Wealth Tech Awards gather in-depth qualitative and quantitative information from private banks, wealth management firms, multi-family offices and suppliers from around the globe, with the objective of recognising outstanding achievement and excellence in the use of technology and digital communication.

Submissions are assessed by a judging panel composed of leading industry professionals, who evaluate entries based on how technology is transforming business models and delivering measurable impact. Prometeia’s recognition in this edition, which brought together leading private banks, wealth management firms and technology providers from around the world, confirms the firm’s ability to integrate artificial intelligence in a strategic and measurable way within its wealth management platform.

An AI-powered platform for the future of advisory

The Prometeia Digital Wealth Management Platform is a modular, omni-channel solution designed to support banks, financial advisory networks, and asset managers in delivering advanced, personalised, and compliant advisory services at scale. It covers the full advisory and investment lifecycle, combining client profiling, portfolio analysis, proposal generation, monitoring, reporting, campaign management, governance, and regulatory controls within a consistent digital ecosystem.

The platform is also augmented with Generative AI capabilities that support advisors and headquarters teams directly within wealth management workflows. Today, this includes a multi-agent front-office “Advisor Coach” that helps advisors retrieve product and portfolio information, analyse books of business, prepare client-ready narratives, surface opportunities and risks, navigate the platform, and access institutional knowledge in plain language. For headquarters teams, GenAI also supports operational automation, document intelligence, and online document retrieval, helping streamline support, extract information from financial documents, and make approved content more accessible to the front office.

These GenAI capabilities are built for regulated advice: they are not a standalone black-box LLM, but a controlled AI layer grounded in platform data, approved content, rules, thresholds, triggers, and guardrails. This allows institutions to improve advisor productivity, consistency of service, and client engagement while keeping outputs governed, explainable, and aligned with centrally managed policies and compliance boundaries.

Technology and artificial intelligence in the service of wealth management

The award at the PWM Wealth Tech Awards 2026 reflects Prometeia’s vision: building platforms in which artificial intelligence is not an add-on, but a native and pervasive component capable of generating real value for financial institutions, advisors, and end clients alike.

With more than 50 years of experience, over 500 clients, and a strong economic and academic foundation, Prometeia confirms its role as a strategic partner for financial institutions seeking to evolve their advisory models in a sustainable, scalable, and regulatory-compliant way.

Discover more about the PWM Wealth Tech Awards 2026 here.

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