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WealthOS

HQ Address

Rise London, 41 Luke Street, London, EC2A 4DP, United Kingdom

Website Address

www.wealthos.cloud/

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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
2019
employees
11-50
offices
2
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Digital Wealth Manager
  • Financial Advisors

WealthOS Solutions

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