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 for wealth manager’s smaller clients
Partnering with Wealthify could help you deliver value to smaller clients while taking a handsoff approach that could still earn you revenue.

At Wealthify, we don't do advice. We provide a beautifully designed, simple investment platform that allows your smaller clients to self-service until they reach a scale that makes them commercially viable for you.

Benefits of partnering with Wealthify

• Monetise your smaller clients through our referrals programme
• Keep hot prospects warm, engaging them once they've scaled
• Transfer legacy or smaller cases for immediate referral fees
• Take advantage of co-branding with Wealthify or white label our service