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Your comprehensive solution for wealth and asset management technology

EY supports clients across the entire technology lifecycle, from strategy to digital transformation to operation. We leverage global delivery capabilities, investment in technology assets and our extensive network of ecosystem partners to help provide business-led, technology-enabled support to wealth and asset management firms, private equity firms, hedge funds and pension funds.

How EY can help 

With over 20 years’ experience of providing technology support to global wealth and asset management firms, we provide insights, implementation, and managed services where permissible across the value chain, collaborating with clients to innovate and elevate their technology capabilities. Whether you need to understand how AI can drive growth, which digital assets to invest in or how to support alternatives, we can help. Select a section below to learn more.

Our latest thinking

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Get insights on how CIOs will address the challenges and capture the full benefits of GenAI in the 2024 EY CIO Sentiment Survey.

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Five priorities for winning with GenAI in wealth and asset management

Wealth and asset managers have the opportunity to reimagine their business models and transform their operations with GenAI.

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How growth leaders approach marketing

Unlocking hyper-growth: how tech-savvy B2B2C CMOs transform demand generation with data-driven strategies and collaboration. Learn more.

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Can core platform modernization position a bank for future success?

Case study: how one regional bank used core platform modernization to build a strong foundation for future profitability.

Top 10 resolutions for wealth and asset management success in 2024

Wealth and asset management firms should aim to be “the best versions of themselves” in what promises to be another challenging year. Read more.

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    The team

    Gurdeep Batra

    EY Americas Financial Services Organization Wealth & Asset Management Consulting Leader
    Strategist. Transformation leader. Technologist. Innovator. Entrepreneur. Diversity, equity, and inclusion advocate. Husband. Father. Volunteer.
    Irvine, USA

    Sandeep Kumar

    EY Americas Wealth and Asset Management Technology Leader
    Deep experience in technology strategy, wealth platforms, and accelerating business growth. Supports business transformation and improves operational efficiencies.
    Philadelphia, USA

    Vivek Agrawal

    Partner, Wealth and Asset Management, Ernst & Young LLP
    Exponential growth leader for wealth and asset management. Strategic advisor to CEOs on how to disrupt, innovate and drive superior outcomes for investors.
    Atlanta, USA

    Cory McCruden

    Managing Director, Wealth and Asset Management, Ernst & Young LLP
    Exponential growth leader for wealth and asset management. Strategic advisor. Helps CEOs disrupt, innovate and drive superior outcomes for investors.
    New York, USA

    Anil Kant

    Managing Director, Americas FSO Consulting Wealth and Asset Management, Ernst & Young LLP
    Full-time husband, father and technologist. Analytical thinker who extracts the most value out of interconnected tech ecosystems and understands the impact of tech on businesses, society and culture.
    Atlanta, USA

    Sourav Moitra

    EY Americas FSO Consulting Wealth and Asset Management Managing Director
    Passionate about new technologies, innovation, and creativity. Two decades of experience working with asset and wealth managers. Loves to travel. Passion for the outdoors and adventures with his dogs.
    Irvine, USA
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    EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.