WealthOS
HQ Address
85 Great Portland Street, London, W1W 7LT, United Kingdom
Website Address
Relevant Regions
Business introduction
The operating system for digital wealth management
The Cloud-native wealth management SaaS
WealthOS is the Cloud-native, modularised operating system SaaS for digital wealth management products. Founded in 2019 and currently available in the UK, WealthOS helps wealth managers to achieve their digital transformation and product launches three times faster and 40% cheaper. As a minority-founded business, operating across the UK and Sri Lanka, we firmly believe in building digital infrastructure that enables equitable financial access for everyone, everywhere.
Business Overview
WealthOS takes care of all the backend technology, infrastructure and processes to run the next generation of digital investment and retirement products, allowing wealth managers to focus on building the best customer experiences and relationships. Our platform significantly reduces operational time and costs through extensive automation and orchestration of processes as well as remote maintenance and updates. Whether you're launching a GIA, Stocks and Shares ISA or SIPP, you can start building your proposition now and get to market 3x faster and 40% cheaper than other technology solutions.
The WealthOS team consists of product specialists and technologists with over six decades of experience at leading financial institutions such as Fidelity, London Stock Exchange Group, Smart Pension and Russell Investments. We bring in-depth knowledge and experience in wealth management, asset management, trading technology and Cloud computing.
Key Data
Year founded
2019employees
11-50offices
2Type of Clients
- Asset Managers
- Bank Wealth Managers
- Digital Wealth Manager
- Financial Advisors
WealthOS Solutions
Wealth Operating Platform
The platform takes care of all the back end technology, infrastructure and processes to run the next generation of digital investment and retirement products, allowing you to focus on building the best customer experiences and attracting more assets. Our platform significantly reduces operational time and costs through extensive automation and......
business needs
- Digital Platforms & Tools
- Market & Business Infrastructure
- Portfolio & Wealth Management Systems
- Trading & Back Office
Client type
client geography presence
view solutionFee Computation and Billing Software
This solution supports flat and tiered fees on assets and amount-based fees, transaction fees, taxes and levies. It is fully configurable across different time periods, frequencies (e.g. one-off versus ongoing), hierarchies and schedules....
business needs
view solutionPension Drawdown Administration Software
This solution covers the complete operations lifecycle from consolidating retirement assets, reporting live balances, adjusting ongoing contribution patterns, hanging investments, and “pot”/”goal” management through to setting up regular vs. ad-hoc withdrawals, expedient tax-free cash outs (UFPLS and PCLS in the UK), supporting one-off and regular withdrawals and administering pension payroll.......
business needs
view solutionProjections and Illustrations Software
The Projections and Illustrations Software, via our Unified API Layer, consumes the required inputs and provides projections and illustrations to power customer experiences, statutory illustrations (such as SMPI and MIFID II), reporting and other communications. This feature provides both calculations and PDF reports....
business needs
view solutionUnified Transfer Manager
The solution supports seamless communication, document exchange and no-code connectivity to transfer messaging services like Origo and Altus. It is fully automated and data-rich, allowing you to provide smooth transfer experiences for your customers and improve the pace of asset consolidation to your products....
