Moxo Named to 2023 WealthTech100

Ryan Forsythe, Content Marketing Specialist, Moxo

CUPERTINO, Calif. -- Moxo, the industry's leading client interaction management solution, announced today it has been named one of the top tech companies transforming the global investment and banking industries in the fifth annual WealthTech100 list. The new WealthTech100 list for 2023 launched today by specialist research firm FinTech Global. The prestigious ranking recognizes the next generation of the world's most innovative technology solution providers that address the digital transformation challenges and opportunities faced by investment firms, private banks, and financial advisors. A panel of analysts and industry experts made final selections from businesses that meet a range of deciding factors including: industry significance of the problem being solved, the innovation of the technology solution, potential cost savings, efficiency improvements, and more. A full list of the WealthTech100 and detailed information about each company is available to download for free at

"We are extremely proud to continue to support wealth management companies with technology that enables them to provide their clients with access to high-value services securely and efficiently," said Leena Iyar, Chief Brand Officer of Moxo. "Moxo is committed to providing an innovative solution to ensure businesses can build and support meaningful client interactions through modern digital automation."

Moxo's platform was built in partnership with some of the world's leading financial institutions including Standard Chartered, Citibank, MUFG, Van Lanschot and Raiffeisen Bank International and has evolved alongside them to ensure it is meeting the needs of its high-touch clients' most pressing challenges. While retaining a mobile-first approach, Moxo provides a powerful client interaction management solution that encapsulates collaboration within the higher order framework of structured client interaction workflows. This enables snap-in business process integration and blending of structured and unstructured business interactions that support the entire lifecycle of client management — including account acquisition, onboarding, and servicing.

To learn more about Moxo, visit