Wealth Wizards
HQ Address
8 Athena Court, Tachbrook Park, Leamington Spa, CV34 6RT, United Kingdom
Website Address
Business introduction
One core set of algorithms, three customer propositions
Wealth Wizards' customers are financial services organisations and financial intermediaries and employers, all of whom are engaging with large numbers of individuals regarding their finances
We work with employers who wish to improve financial wellbeing in their employee population as part of their engagement and employee benefits programmes.
All of this comes from a single platform that combines machine learning and AI with best-in-class technology, guided by a core team of financial services professionals.
The platform provides holistic financial healthchecks, guidance on everyday finances, and financial planning and advice in investments, pensions and retirement.
Three customer propositions take all this to a wide range of end markets globally.
Wealth Wizards Solutions
MyEva
Improve wellbeing Financial support for your people, whatever their life stage or situation. Digital guidance that gives every team member personalised support to help them understand their financial behaviours, take steps to improve their financial health and confidence. Online articles and video guidance Calculator, and ‘gaming’ tools to help people explore A financial health check......
