At Wealth Wizards, we believe everyone should have access to high-quality financial advice. Since 2009, we've combined deep industry expertise with innovative technology to make guidance and advice more affordable, more scalable and more impactful. Our SaaS platform automates financial advice for some of the UK’s most forward-thinking organisations, while our digital advice solution, MyEva, supports employees across FMCG, luxury retail and central government. As Chartered Financial Planners, we uphold the highest standards of professionalism, ethics and technical excellence—giving our clients and partners complete confidence in the quality of our advice. MyEva and Wealth Wizards are trading names of Wealth Wizards Benefits Limited which is authorised and regulated by the Financial Conduct Authority and is entered on the FCA Register under reference 596641.
| Website | http://www.wealthwizards.com |
| Revenue | $23.2 million |
| Employees | 106 (88 on RocketReach) |
| Founded | 2009 |
| Technologies |
JavaScript
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HTML
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Twitter
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| Industry | Financial Services, Wealth Management, Other Financial Services, Independent Financial Advice, Online Pension Advice, Online Retirement Advice |
| Web Rank | 16 Million |
| Keywords | Financial Advice, Retirement Planning, Investment Advice, Financial Planning Software, Wealth Management, Robo Advisor, Automated Financial Advice, Saas Platform, Online Financial Planning, Financial Technology, Fintech, Personal Finance, Retirement Solutions, Investment Planning, Estate Planning, Tax Planning, Insurance Planning, Financial Education, Money Management, Budgeting Tools |
| Competitors | Wealthsimple, Betterment, NerdWallet, Wealthfront, Acorns, Personal Capital, Stash, Facet, Ellevest, Fidelity Digital Assets +34 more (view full list) |
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Wealth Wizards Questions
The Wealth Wizards annual revenue was $23.2 million in 2026.
Tony Vail is the Co-Founder. Chief Strategy Officer of Wealth Wizards.
88 people are employed at Wealth Wizards.
Top Wealth Wizards Employees
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Tony Vail
Co-Founder. Chief Strategy Officer at Wealth Wizards
Beaconsfield, GB22 -
23
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Lynn Assoc.
Chief People and Operations Officer at Wealth Wizards
Coventry, England, GB11 -
2
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Sarah Yellowlees
Chief Product Officer at Wealth Wizards
Edinburgh, GB2 -
Chris Leckie
Head of User Experience at Wealth Wizards
Edinburgh, GB1 -
Emma Bell
Head of Transformation at Wealth Wizards
Edinburgh, Scotland, GB21
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