WealthOS logo — An enterprise, cloud native core wealth management SaaS

WealthOS

An enterprise, cloud native core wealth management SaaS

Founded 2019 United Kingdom London, United Kingdom 60 employees Seed Total: $4.87M Finance, Financial Services +3

General Information

Company Name WealthOS
Founded Year 2019
Location United Kingdom London, United Kingdom +1
Employees 60
Industries Finance, Financial Services, Fintech +2
Funding Stage Seed
Social

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About WealthOS

WealthOS, founded in 2019 and headquartered in the United Kingdom, is an impactful player in the Finance and Fintech industries. With the slogan, "An enterprise, cloud native core wealth management SaaS," WealthOS is designed as an API first platform to reinvigorate the wealth management sector. By capitalizing on cutting-edge cloud-native technologies, it aims to enhance digital transformation and infrastructure modernization in financial services.

The platform’s modular architecture offers diverse applications, benefiting wealth managers with an end-to-end digital solution or enabling partial integration for an existing framework. This adaptability, combined with pre-built integrations and expansive feature sets, positions WealthOS as a pivotal technology to reduce both time to market and total ownership costs for wealth management products.

In its most recent funding wave, WealthOS secured a £2.30M Seed Round investment on 04 June 2024 from investors like Main Set and Barclays Corporate Banking, underscoring its growth potential and appeal in the investor community.

Taxonomy: Cloud-Native, Wealth Management, API First, Digital Innovation, Modular Architecture, Digital Transformation, Integration Solutions, Market Place, Technology Infrastructure, Time to Market, Cost Efficiency, Plug and Play

Services & Products

Wealth Operating Platform
Unified Transfer Manager
Fee Computation and Billing Software
Pension Drawdown Administration Software
Projections and Illustrations Software

Target Customers

Wealth Management Firms Financial Advisors Retirement Service Providers Digital Product Developers

Funding Rounds & Investors (3)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Round •••••• 2 •••• •••• 04 Jun 2024
Seed Round •••••• 6
Investor
•••• ••••
21 Nov 2023
Seed Round •••••• - 01 Jun 2021

WealthOS Alternatives & Competitors

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FAQ About WealthOS

An enterprise, cloud native core wealth management SaaS
WealthOS was founded in 2019.
WealthOS is headquartered in London, United Kingdom.
WealthOS operates in the following industries: Finance, Financial Services, Fintech, SaaS, Wealth Management.
WealthOS has approximately 60 employees.
WealthOS has completed 3 funding rounds, raising a total of $4.87M. The latest funding stage is Seed.
WealthOS offers: Wealth Operating Platform, Unified Transfer Manager, Fee Computation and Billing Software, Pension Drawdown Administration Software, Projections and Illustrations Software.
Top alternatives and competitors to WealthOS include AdvisorEngine, aixigo, Yappes, WeInvest - Digital Wealth Platform, Investsuite. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
WealthOS and AdvisorEngine are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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