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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/
Revenue $11 million
Employees 15 (9 on RocketReach)
Founded 2015
Phone +44 20 3355 6388
Technologies
Industry Technology, Information and Internet, Business Services General, B2B, Robo Advisor, Business Services, FinTech, Personal Financial Management, Financial Services, Client Engagement, Machine Learning, Automated Wealth Management, Artificial Intelligence, SaaS, Data and Analytics, Automated Online Investing, Software, Personal Finance, Wealth Management
Web Rank 9 Million
Keywords Wealthtech Platform, Wealth Management Software, Investment Management Platform, Financial Services Software, Financial Technology Platform, Wealthtech Solutions, Asset Management Software, Portfolio Management System, Financial Advisor Technology, Customer Relationship Management, Investor Relationship Management, Online Wealth Management, Digital Wealth Management, Financial Planning Software, Crm For Financial Advisors, Client Onboarding Software
Competitors Betterment, Fidelity Investments, BlackRock, Morningstar, Personal Capital, Envestnet, Inc, Merrill Edge, Wealthfront, Schwab Advisor Services +35 more (view full list)
SIC SIC Code 737 Companies, SIC Code 73 Companies
NAICS NAICS Code 5415 Companies, NAICS Code 54 Companies, NAICS Code 541 Companies, NAICS Code 54151 Companies, NAICS Code 541511 Companies

WealthObjects Questions

The WealthObjects annual revenue was $11 million in 2026.

Uday Nimmakayala is the CEO and Founder of WealthObjects.

9 people are employed at WealthObjects.

WealthObjects is based in London, England.

The NAICS codes for WealthObjects are [5415, 54, 541, 54151, 541511].

The SIC codes for WealthObjects are [737, 73].

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