London, United Kingdom

WealthObjects

Business introduction

The smarter way to launch or enhance your digital wealth solution

Financial institutions use WealthObjects' platforms & APIs to launch fully automated / hybrid digital solutions or to improve their existing offerings

WealthObjects provides custom APIs, flexible modules and fully customised end to end platforms to financial firms looking to launch propositions or to improve the online experience of their customers and / or advisers.

The flexibility of our solutions ensures that we can meet the needs of any use-case, and our considerable in-house industry experience and track record of delivering solutions on time and on budget, mean firms also choose WealthObjects to design their omnichannel propositions and front-ends, future-proof solutions through ongoing innovation, and provide first class project management and customer support.

From mass retail to HNW; D2C to Robo to adviser-led hybrid; full solution launch to addressing a single pain point, WealthObjects delivers solutions that differentiate our clients and enable them to better engage, and attract new customers.

WealthObjects was established in 2014 and has its headquarters in the UK, with additional offices in Hyderabad and Mumbai. We are proud to be fully-owned by our employees, and to build all of our innovative products in-house.

Physical Address

WeWork, Aldgate Tower, London E1 8FA, United Kingdom

Website Address

www.wealthobjects.com

Email Address

info@wealthobjects.com

Telephone Number

+44 20 3695 3227

Ownership Type

Private

WealthObjects: An introduction to the business

Digital Platforms & Tools, Portfolio & Wealth Management Systems

13/12/2018

Welcome to the first part of our video interview with Uday Nimmakayala, Founder & CEO of UK-based digital wealth technology provider, WealthObjects. In this segment, Uday provides us with an introduction......

WealthObjects: An introduction to the solution offering

Digital Platforms & Tools, Portfolio & Wealth Management Systems

09/01/2019

Business Overview

WealthObjects was established in 2014 and has its headquarters in the UK, with additional offices in Hyderabad and Mumbai, India. We are proud to be fully-owned by our employees, and to build all of our innovative products in-house. The management team has over 100 years of industry experience between them, complemented by the considerable investment and regulatory knowledge and technology development experience amongst the wider team.

Our mission is to provide the best technology solutions and services in the digitalisation space, and to become a long-term strategic partner for financial institutions looking to develop their online investing and banking propositions. We are a fast growing company, with employee numbers increasing quarter on quarter. We have the capacity to rapidly add additional resource and mobilise our teams across various disciplines to meet client demand.

WealthObjects has clients across various financial sectors in Europe, Asia and South Africa.

Why Choose WealthObjects?

  • We provide the perfect blend of innovative technology, industry expertise and dedicated service teams.
  • We pride ourselves on providing our clients with the best support and robust SLAs to deal with all DR / BCP scenarios.
  • We have many satisfied clients across multiple sectors and three continents.
  • We constantly strive to be a leader in wealth technology Innovation, enabling our clients to retain and grow their customer base.
  • We will always be a B2B firm, avoiding any conflict of interest with clients that may arise with a B2C offering.

Customers

Whether developing an end to end proposition or addressing a single pain point, launching on a stand alone basis or by integrating into existing systems, WealthObjects has the solutions that can meet the needs of any financial institution.

Wealth managers
Consumers are embracing online financial services, and with so much competition wealth managers and IFA networks must find new, innovative ways to engage. WealthObjects provides multichannel solutions for all client types serviced by wealth firms.

Asset managers
Today's asset manager must be closer to clients, so that their varied needs are identified and addressed. WealthObjects provides D2C and digital guidance solutions that allow firms to better attract, engage with and retain clients over the long term.

Insurance companies
Insurance products can be complex, and firms must embrace technology to improve the customer experience. WealthObjects helps firms to bring the process of buying insurance to the online consumer in a simple and engaging manner.

Retail banks
To meet the evolving needs of large customer base, retail banks must embrace the opportunities digitalisation presents. WealthObjects helps banks to engage with customers, unlock new revenue streams and create bank-wide integrations.

Private banks / family offices
Modern private banks must create a distinctive customer experience and generate new operating efficiencies. WealthObjects combines cutting edge technology with banks' client-serving expertise to provide the best solutions for digitally savvy direct clients and traditionally advised clients alike.

Platforms / other product providers
Platforms face constant challenges to evolve and remain competitive. Understanding problems and outsourcing appropriately is key - WealthObjects works with platforms to identify issues and create a development roadmap that works for them and their customers.

Partners

WealthObjects solutions have been designed to meet the exact business processes of clients, so we are able to integrate with any third parties across areas such as custody, execution, KYC/AML, risk profiling, market data and CRM.

Key Data

Year founded
2014
employees
21-50
wealth management employees
21-50
clients
6-10
offices
3
Office Regional Presence
  • Asia
  • Western Europe
Type of Clients
  • Broker-Dealer
  • Global Private Bank
  • Local Private Bank
  • Multi-Family Office
  • Private Client Investment Manager
  • External Asset Manager
  • Regional Private Bank
  • Single Family Office
  • View Others View Less
Client Regional Presence
  • Africa
  • Asia
  • Western Europe

WealthObjects Solutions

End To End WealthObjects Platform

WealthObjects provides a single, unified platform to ensure consistency at every stage of the journey and across back, middle and front offices, for clients, advisors, portfolio managers and internal firm users. The fully flexible and customizable platform can be broadly divided into the following elements: Client onboarding Financial planning Automated investing Digital engagement Order management Portfolio management ...

business needs
Client type
client geography presence
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