16.07.2026

Recognised as a Luminary, Everest Group’s highest assessment category, for innovation in AI-driven wealth management technology

Athens, 16 July 2026 – Profile (ATH: PROF), an international technology group, today announced that it has been recognised as a Luminary in the Everest Group Innovation Watch™: Agentic AI in Wealth Management Technology report, achieving the highest distinction awarded in the assessment. The report evaluates 16 leading technology providers offering AI assistants, copilots, AI agents, workflow orchestration capabilities and AI-enabled solutions across the wealth management value chain.

The assessment examines how wealth management technology providers are embedding AI-powered capabilities across adviser, client, middle-office and back-office workflows, evaluating participants on market performance and ecosystem drivers, including adoption maturity, value chain coverage, partnerships and innovation investments.

Within the report, providers are categorised as Luminaries, Fast Followers, Influencers and Seekers. Profile’s recognition as a Luminary highlights its commitment to delivering innovative technologies that help financial institutions transform wealth management operations through intelligent automation, workflow orchestration and AI-powered decision support.

The recognition reflects Profile’s continued investment in next-generation wealth management technology through Axia, its comprehensive investment and wealth management platform, and ProfileOne, its AI-powered platform that enables intelligent assistants, automation, workflow orchestration and decision support capabilities across financial services operations.

According to Everest Group, AI adoption in wealth management is evolving beyond standalone automation and copilot capabilities towards more connected workflow execution models that improve adviser productivity, client engagement, portfolio monitoring, compliance oversight, onboarding processes and operational efficiency. These trends closely align with Profile’s strategy of empowering financial institutions with intelligent technologies that enhance both business performance and customer outcomes.

Profile continues to support wealth managers, private banks, investment firms and financial institutions worldwide with innovative solutions that combine advanced investment management functionality with secure, scalable AI capabilities, helping organisations accelerate digital transformation while maintaining governance, transparency and regulatory compliance.

Access the full report: Everest Group’s Innovation Watch™ for Agentic AI in Wealth Management Technology

Everest Group, Innovation Watch™: Agentic AI in Wealth Management Technology, Ronak Doshi, Kriti Gupta, Sakshi Maurya, Ketan Kumar, 14 July 2026.

 

About Profile

Founded in 1990, Profile is a specialised software solutions provider with offices in key financial centres and a presence in more than 50 countries across Europe, the Middle East, Asia, Americas, and Africa, delivering market-proven solutions to the Investment Management and Banking industries. Profile is recognised as an established and trusted partner by international industry specific advisory firms. Profile’s solutions enable organisations to align their business and IT strategies, whilst providing the necessary business agility to proactively respond to the ever-changing market conditions.

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For more information, please contact: Profile – Marketing Dept: E: [email protected]