Surfly named to the 2021 WealthTech100!

Of course we here at Surfly think (and know) that we have the best co-browsing technology in the world, but being recognized by others always helps. I think you know where this is going: today Surfly was included on the WealthTech100 2021 list that is published each year by Fintech Global!

This list “recognizes the world’s most innovative tech solution providers addressing the digital transformation challenges and opportunities faced by asset managers, private banks and financial advisors.” There were over 1,000 companies vying for this honor, and of those 100 were chosen by a panel of industry experts and analysts based on their “innovative use of technology to solve a significant industry problem, or to generate cost savings or efficiency improvements across the investment value chain.”


And Surfly’s industry leading co-browsing technology checks all those boxes.

The addition of a more human and personal journey has become a top priority for our customers the last year for obvious reasons, and it has been especially so in the Wealth and Financial Services industries. Given that these are highly regulated industries, there are very specific requirements that need to be met from a security and compliance perspective, and this is one of the areas where Surfly shines the most (apart form our co-browsing technology!). With Surfly, our customers can simply add us as a layer on top of the technology they have already invested in and integrated with to instantly add communication and collaboration features to their current journey. Their co-browsing sessions are secure, and there is a complete audit log of each action that takes place in a session to meet all compliance needs.

I could go on and on about why I think we are the best co-browsing solution out there (or you can read what our customers say), but instead I will just says thanks to Fintech Global for recognizing us a WealthTech100 company and we look forward to helping all the Wealth and Financial Services institutions looking to humanize their digital journeys.

See how Surfly humanizes CX for Financial Services