Wealth IQ is an AI-powered workflow platform built specifically for wealth managers, financial advisers, discretionary fund managers and family offices.

The platform helps firms automate and streamline operational processes across the advisor client lifecycle, reducing administrative workload while maintaining adviser oversight and regulatory accountability.

Wealth IQ's initial focus is on client onboarding and suitability assessment.  It is an AI orchestration layer for wealth management operations. It sits above your existing systems and helps your team manage onboarding, KYC, AML and mandate workflows from one place.

No rip and replace. No new core platform. No forcing advisers into another system.

Wealth IQ integrates with the tools firms already use, including Microsoft Dynamics 365, Salesforce and Intelliflo.

Designed for UK wealth managers, DFMs, private client firms and family offices managing £100M to £5B in client assets.

Founded in the UK, Wealth IQ is focused initially on supporting independent financial advisers, wealth managers and discretionary fund managers, with a roadmap to support a broader range of wealth management organisations globally.

The company's mission is simple: to help wealth management firms operate more efficiently, deliver a better client experience and allow advisers to focus on what matters most — trusted client relationships.