SOLUTION PROVIDER OF THE WEEK
Overview

WealthOS was built on the vision of accessible technology - taking wealth managers to market faster and at a fraction of the cost. We offer the perfect platform for the big and the small - whether you're an established wealth manager, asset manager, a bank or a startup. We help you with the modern WealthTech stack for building digital-first wealth management propositions. 

Our cost-efficient and highly scalable cloud-native infrastructure coupled with an extensive feature-set and pre-built integrations to a marketplace of specialist service providers allow wealth managers to do more things on a single platform. Our modular architecture allows you to use WealthOS fully to launch your entire digital value proposition or in parts to complement an existing proposition. The WealthOS API enables your CX to layer to connect easily to our highly automated platform.
 
Founded in 2019, WealthOS is a tech startup based in London, UK. The 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.
Solution provider FACTFILE
Established
2019

Global Headquarters
London, UK

Website

Company Size
2-10 employees

Target Clients
Asset Managers, Bank Wealth Managers, Digital Wealth Managers, Financial Advisors
Company LinkedIn Page


TWM Marketplace


TWM Business Need categories
  • Digital Platform & Tools
  • Market & Business Infrastructure
  • Portfolio & Wealth Management Systems


Relevant Regions
North America, Western Europe
WealthOS solutions

The building blocks of a modern wealth management proposition

Our modular core platform can replace an existing system or provide a complementary addition towards improving speed and agility.

The platform provides the capacity to export unified customer experiences across the globe by tackling some key technological frictions:

  1. WealthOS is a cloud-native SaaS - this takes care of the infrastructure, scaling and maintenance challenges. No more costly biannual software updates 
  2. It is a region-aware global platform. Its universal core capabilities are coupled with regional nuances to give organisations technological consistency to deliver universal CX. WealthOS knows to apply the IRA rules for the US market and SIPP rules for the U.K. market.
  3. The platform is integrated with a marketplace of modern (and even traditional) specialist fintech software to make features end-to-end and highly automated. 
 
We have released the WealthOS Platform and the WealthOS API in a private beta mode, interested in taking the next-gen core wealth management platform on a test flight?
Highlight - latest CONTENT
Blog: Challenging the norm. CLICK HERE

News & PR: WealthOS raises $800,000 in seed funding. CLICK HERE
Highlight - recent BLOG
Generally, robo-advisory or automated wealth management is spoken of in the context of disruptive start-ups. It’s true that the likes of Wealthfront, Betterment and Nutmeg set the trend. But we’ve been keeping tabs on the big names across the pond who have successfully launched automated wealth management propositions. By digitising the wealth management space in the US, these players bring exceptional value to their well established retail clients – giving them more control of their finances and futures.

Click HERE or on the image to learn more.

RECENT TWM REPORTS/NEWSLETTERS

The Wealth Mosaic ('TWM') is a curated, research-led marketplace directory of solution providers and solutions, all relevant to the business needs of wealth managers across the globe. Built with a specific focus on a changing wealth management sector, TWM’s marketplace directory consists of over five thousand solution profiles categorised against a dedicated taxonomy to support their discovery and engagement. 

For wealth managers, TWM is designed to support their need to be able to more easily and efficiently discover the solutions and solution providers that are increasingly relevant to the needs of their business.

For solution providers, TWM is about supporting their positioning, exposure and business development needs in a more complex world. Together, TWM is aimed at narrowing the knowledge gap between the buyers (wealth management firms) and sellers (solution providers) and supporting them to connect and do business.

You can contact us at The Wealth Mosaic on office@thewealthmosaic.com