Faster launch. Higher ROI. Modern Technology

Unified Platform.
Client-Centric.
Modular.
AI-Assisted.

If you are launching, enhancing or replacing your advice, wealth or investing technology, WealthObjects' comprehensive platform gives you everything you need to service your clients in the digital age. It brings together a secure financial CRM, digital onboarding, risk profiling, KYC and AML checks, e-signatures, financial planning, investing, portfolio reporting, ongoing reviews and much more firm-wide engagement, into one seamless client lifecycle management platform without rekeying, enhanced by automation, API integration and AI.

We work with companies of every size, from owner-led firms to organisations managing billions in AUM. Launch faster and deliver digital experiences that scale with your ambitions and keep clients engaged.
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all-in-one DIGITAL Platform

Our Clients

We work with wealth managers, independent financial advisers and bank relationship managers who want to deliver a modern, joined up advice experience. Our platform brings together CRM, onboarding, financial planning, investment workflows and a branded client portal in one place. This reduces manual work, improves consistency and helps advisers spend more time with clients and less time on administration. Firms use WealthObjects to support digital, in person and hybrid advice journeys that appeal to both existing and next generation clients. Our modular, API driven platform can be deployed as a full solution or integrated alongside existing systems.
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Investment managers and asset managers use WealthObjects to design and deliver scalable digital and hybrid investing journeys. We support risk based model portfolios, retirement and savings solutions and other discretionary or advisory propositions, from onboarding and suitability through to execution and reporting. Our technology helps managers launch new propositions quickly, reduce operational friction and create more engaging experiences for distributors and end investors. This allows firms to reach new segments while staying in control of their investment process and brand. Our modular, API driven platform can be deployed as a full solution or integrated alongside existing systems.
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Insurers rely on our platform to bring protection, savings and retirement journeys together in a simple, digital experience. We support adviser led, hybrid and direct models with configurable workflows for onboarding, KYC, needs analysis, advice, documentation and reviews. This helps reduce complexity, shorten time to issue policies and improve compliance and auditability. Clients benefit from clearer journeys and firms gain better data, stronger engagement and more cross sell opportunities. Our modular, API driven platform can be deployed as a full solution or integrated alongside existing systems.
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We also support fund platforms, pension providers, private banks, brokerages and fintechs that want to modernise their wealth and investing capabilities. Our modular, API driven platform can be deployed as a full solution or integrated alongside existing systems to upgrade client and adviser experiences. Typical use cases include new digital retirement journeys, self directed investing, adviser enablement tools and unified front office CRM and client portals. Organisations choose WealthObjects when they want a flexible partner who can support multiple business models on one platform.
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All-in-One Platform

Powering Exceptional
Digital Experiences

Launch Faster to Market
Fraction of the cost to build
Modules or Integrated Solutions
Modern Digital Experiences
Multi Jurisdictional Firm Setups
Integrate with any systems
E-Signs, KYC/AML, Mobile Apps
Trading & Custody Integrations  
Secure, Live and Ready to use
Awards & Recognition
2020-2025
WealthTech Top 100 Global list for 6 years in a row
2024
Analysts recognise us under Advisor Systems
2022
Best Client Communication Solution/Tool
2022
Best Digital Advice Platform or Product
2018
Finalist in Gartner EMEA Eye on Innovation Awards
2018
FT's The Banker Tech Projects Awards
2018
Best Digital Wealth Solution.
2017
Most Innovative FinTech Solution.
all-in-one advice, wealth and investing Platform

Our Platform

Our secure Manager and Intermediary platform ensures that your advisers, relationship managers, investment/portfolio managers, compliance and operational staff needs are met seamlessly through dedicated portals and customisable internal workflows when serving the end client.
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Our client-centric portal help firms right from client acquisition, onboarding, financial planning, investing to reporting and ongoing engagement in a holistic manner, giving them a full 360 degree view of their personal finances, secure messaging, documents, e-signatures and communications.
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We help Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and many others in financial services to run modern investing and wealth propositions and improve their existing operations using our platform APIs, automation, AI innovation and engaging user experience.
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Our award-winning technology and customisable modules enable many forward-thinking firms to support varied digital business models and prepare for the next era of savings and investments.
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Transforming Wealth, Investments and Insurance

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At WealthObjects, we empower wealth and investment management firms to thrive in the digital age. With a deep understanding of the industry, we craft intuitive software solutions that drive growth and efficiency. Our expertise spans investments, finance, and regulations, ensuring tailored support for each client's unique needs.

As an independent, in-house technology builder, we prioritize our clients' success above all else. This commitment enables us to forge lasting partnerships and shape the future of wealth management together.

About us
About us
Why WealthObjects

The Platform for Forward-Thinkers

Quality Certifications

Certified for ISO 9001:2015 and ISO 27001:2013, ensuring robust quality and security standards.

In-House Technology

We develop our solutions in-house, providing swift training and support with full knowledge.

Flexible Solutions

Offering integrated SaaS, REST API modules, cloud-native, and on-premise solutions for flexibility.

Industry Expertise

Experienced in financial services, serving clients from enterprise to owner-led firms with expertise.

Custom Propositions

Our flexible technology enables custom digital propositions to help clients differentiate.

Independent Ownership

Independent and employee-owned, focusing on long-term partnerships and client success.

Innovation Focus

We innovate and support clients' digital strategies from planning to execution.

Personalised Support

Providing ongoing, personalised support and continuous platform enhancements for clients.

Quality Certifications

Certified for ISO 9001:2015 and ISO 27001:2022, ensuring robust quality and security standards.

In-House Technology

We develop our solutions in-house, providing swift training and support with full knowledge.

Flexible Solutions

Offering integrated SaaS, REST API modules, cloud-native, and on-premise solutions for flexibility.

Industry Expertise

Experienced in financial services, serving clients from enterprise to owner-led firms with expertise.

Custom Propositions

Our flexible technology enables custom digital propositions to help clients differentiate.

Independent Ownership

Independent and employee-owned, focusing on long-term partnerships and client success.

Innovation Focus

We innovate and support clients' digital strategies from planning to execution.

Personalised Support

Providing ongoing, personalised support and continuous platform enhancements for clients.

Quality Certifications

Certified for ISO 9001:2015 and ISO 27001:2013, ensuring robust quality and security standards.

In-House Technology

We develop our solutions in-house, providing swift training and support with full knowledge.

Flexible Solutions

Offering integrated SaaS, REST API modules, cloud-native, and on-premise solutions for flexibility.

Industry Expertise

Experienced in financial services, serving clients from enterprise to owner-led firms with expertise.

Custom Propositions

Our flexible technology enables custom digital propositions to help clients differentiate.

Independent Ownership

Independent and employee-owned, focusing on long-term partnerships and client success.

Innovation Focus

We innovate and support clients' digital strategies from planning to execution.

Personalised Support

Providing ongoing, personalised support and continuous platform enhancements for clients.

Transform Your Business Today

Learn more about our
Platform & Solutions