Wealthify
HQ Address
Tec Marina, Terra Nova Way, Penarth, CF64 1SA, United Kingdom
Website Address
Business introduction
Save. Invest. Build your future wealth
Whether you're saving regularly or investing ethically, we've built a range of award-winning products to help you achieve your financial goals
From rainy days to special days; unexpected bills to poolside chills; your financial piece of the pie to peace of mind: Wealthify is about taking control of your tomorrow — today.
With a range of products, easy-to-use app, and team of experts managing everything for you, it’s about getting more by doing less.
And that's why, if you value your time just as much as your finances, the smart money’s with Wealthify.
A high-value solution for your smaller clientele. Partnering with Wealthify could help you deliver a complimentary service for clients that don’t currently meet your required threshold. Allowing you to address Consumer Duty concerns and create more availability for your higher value clients.
How we can help financial advisors
At Wealthify, we don't do financial advice. We provide a beautifully designed, simple investment platform that allows your smaller clients to utilise our service until they reach a scale that makes them commercially viable for you.
Wealthify Solutions
Wealthify
Why Wealthify? We want to help make your money work harder. It’s simple – you choose what type of investor you want to be, from cautious to adventurous, and we’ll build you an investment Plan and manage it for you. There’s no minimum investment, and you can withdraw anytime with no penalties.......
business needs
view solutionWealthify for Wealth Managers
We deliver a highly successful direct to consumer service, and we're one of the UK's leading providers of white-labelled digital investment solutions. We make it easy for your business to offer new services to customers, create a new revenue stream, and enter an expanding market in a short timeframe. A solution......
