WealthObjects
HQ Address
1 King William Street, London, EC4N 7AF, United Kingdom
Website Address
Business introduction
One Platform: Unifying Wealth Planning, Advice & Investing
It enables investment, wealth and insurance firms to deliver a seamless and easy to use end-to-end journeys for relationship managers and their clients
Innovation in wealth, advice and investing digital & AI solutions
WealthObjects was founded in London in 2015 with the goal of transforming how wealth and investment management firms leverage technology to grow and operate efficiently.
Our mission is to take wealth and investing digital with our engaging and intuitive software, and to become a trusted long-term partner for firms looking to launch scalable and profitable digital and hybrid business models.
Our team brings decades of combined experience across investments, finance, and regulations. This unparalleled expertise allows us to design solutions tailored to each client’s needs.
As an independent company, our commitment is to our clients’ success above all else. We proudly build all our technology in-house to deliver a seamless, bespoke platform.
With a strong culture rooted in expertise and service, WealthObjects partners with firms to shape the future of wealth and investment management.
WealthObjects Solutions
Digital Advice
Robo Advice is typically powered by a centralised investment proposition (CIP) strategy and implemented with multiple strategies (Model Portfolios, DFMs, Multi-Asset Funds) based on risk, client segments and goal types. Digital or Robo Advice can mean many things. Still, one certainty is that to remain competitive, firms need to provide an......
business needs
view solutionDigital Retirement
This solution can be delivered entirely digitally or, in some cases, in a semi-automated manner through human adviser interaction to deal with complex scenarios. Digital Retirement is typically powered by a centralised investment proposition (CIP) and implemented with multiple strategies (Model Portfolios, DFMs, Multi-Asset Funds). In many cases, those investment recommendations......
business needs
view solutionHolistic Wealth Management & Advice
Here we are talking about reinventing the old high touch business model for the digital age through superior client portal digital experience and automation of many Adviser tasks, such as onboarding, advice report generation, portfolio building and monitoring, to name a few. This business model is primarily for Wealth Advisory......
business needs
view solutionHybrid Digital Advice
This solution provides firms with the ability to deal with personalised client scenarios through appropriate level of human interaction and support. Hybrid Advice recommendations are typically powered by a centralised investment proposition (CIP) strategy and implemented with multiple strategies (Model Portfolios, DFMs, Multi-Asset Funds) based on risk, client segments and goal......
business needs
view solutionSelf-Directed Investing
In these models, the customer makes his own product choices and executes the transactions entirely online. What has changed over the years is that forward-looking businesses have evolved from offering individual investments on an execution only basis to building financial solutions that would help a customer throughout his life’s financial......
