Alwy’s Transformation: From B2C Fintech to B2B Powerhouse for Wealth Managers

The Shift

Alwy conducted extensive research and identified several challenges faced by wealth managers, including fragmented systems, complex compliance requirements, and inadequate client engagement tools. In response, the company developed an integrated, user-friendly solution designed to address these gaps. Early market testing revealed that a single advisor using Alwy’s platform could save up to 20 hours per month on manual portfolio updates and client reporting.

While the B2C market presented difficulties, such as high churn rates and fluctuating revenue, the B2B model offered a more stable solution. The model provided the company with predictable, subscription-based income streams, which facilitated sustainable growth and allowed for ongoing reinvestment in innovation. Therefore, transitioning from B2C to B2B allowed Alwy to amplify its impact by equipping wealth managers—who oversee millions in client assets—with tools designed to improve efficiency and accuracy.

“The inefficiencies in our process were a constant frustration. Alwy’s platform transformed how we manage client onboarding and portfolio adjustments.” – Partner at a leading wealth management firm.

Leveraging the B2C Experience

Alwy’s origins in the B2C market provided unique advantages:

• User-Centric Design: The intuitive interface originally developed for individual users ensured a seamless transition for advisors, reducing onboarding times for new clients by 50%.
• Client Engagement Insights: By understanding how individuals interact with financial tools, Alwy empowered wealth managers to create more engaging and personalized client experiences.
• Rapid Innovation: Experience in the fast-paced B2C environment enabled Alwy to swiftly develop and deploy features like customizable dashboards tailored for family offices.

Embracing Regulation

Diving deep into the wealth management and advisory industry, Alwy faced an evolving regulatory landscape, including frameworks such as FIDA, MiFID III, and DORA. Instead of seeing these developments as challenges, the company chose to see them as opportunities to further cement its role as the go-to platform for advisors and family offices.

Alwy committed to integrating advanced compliance features that align with regulatory requirements, ensuring advisors can navigate complexities confidently. With the increasing focus on data transparency and cybersecurity (DORA), the company aimed to deliver automated tools that streamline reporting, risk assessments, and audit readiness.

Envisioning becoming the number one powerhouse for wealth managers, insurance advisors, and family offices, Alwy continuously innovates, staying ahead of regulatory demands and empowering financial professionals with best-in-class tools. For example, since regulations like MiFID III emphasize investor protection and transparency, the company is enhancing features to help advisors present clear, actionable insights to clients, fostering trust and stronger relationships.

“Switching to Alwy was a game-changer. It’s not just a tool; it’s become a key part of how we deliver value to our clients.” – Partner at a Stockholm-based wealth management firm.

To Sum It Up

Alwy’s transformation from a B2C fintech to a B2B platform exemplifies the power of adapting to market needs. By leveraging its B2C expertise and proactively addressing regulatory shifts, Alwy has positioned itself as an indispensable partner for wealth managers and family offices. With its commitment to innovation and compliance, Alwy is poised to lead the industry into a future defined by transparency, efficiency, and client satisfaction.

This case study have been verified by the Simple team.