WealthObjects’ cover photo
WealthObjects

WealthObjects

Technology, Information and Internet

London, England 857 followers

Modernise your wealth advice business on a platform built for AI

About us

WealthObjects is a B2B Financial Technology company. Launch or transform your business with a modular platform tailored to your workflows, enabling adviser-led, hybrid, or digital experiences under your brand. The secure platform provides an intuitive Manager Portal and an engaging Investor Portal, enabling firms to operate their entire client workflow management efficiently and deliver superior digital customer experience. Selected for the WealthTech100 list for six consecutive years (2020–2025), recognising WealthObjects as one of the top 100 innovative global companies driving digital transformation in wealth and asset management. Winner at the Wealth Management and Technology Asia Awards 2022 for Digital (Advice) Product or Platform, highlighting superior technology and future-ready digital business models. Winner at the Wealth Management and Technology Americas Awards 2022 for Client Communication Solution, showcasing our innovation and commitment to customer experience. Finalist at the European Wealth Management and Technology Awards 2019 in four categories, reflecting our innovative digital solutions across financial services. Winner at the European Wealth Management and Technology Awards 2018 for Digital Wealth Platform and Innovative FinTech Solution, reinforcing our leadership in digital transformation. Winner of Best Artificial Intelligence and Robotics Project 2018 for the Extraordinary Life robo-advice solution powered by WealthObjects. Finalist in the Eye on Innovation Award 2018 for Financial Services (EMEA) with the Extraordinary Life – Digital Advice solution. Selected exhibitor among the Top 100 UK FinTech firms at the International FinTech Conference 2017, showcasing our prominence in the FinTech sector. Recognised among the Top 100 European FinTech Companies 2016, highlighting our early innovation and influence in the FinTech space.

Website
https://wealthobjects.com/
Industry
Technology, Information and Internet
Company size
11-50 employees
Headquarters
London, England
Type
Privately Held
Founded
2015
Specialties
SaaS, B2B, Wealth Management Software, CRM for Financial Services, Advisor Software, Self-service Investor Customer Portals, WealthTech, InvestTech, AdviceTech, Advisor CRM, Financial Planning, Portfolio Management, and Digital Advice

Locations

Employees at WealthObjects

Updates