Transforming Wealth Management

About Innovating Digital Wealth Management Solutions

Company
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WealthObjects was founded in London in 2015 with the goal of transforming how wealth and investment management firms leverage technology to grow and operate efficiently.

Our mission is to take wealth and investing digital with our engaging and intuitive software, and to become a trusted long-term partner for firms looking to launch scalable and profitable digital and hybrid business models.

Our team brings decades of combined experience across investments, finance, and regulations. This unparalleled expertise allows us to design solutions tailored to each client’s needs.

As an independent company, our commitment is to our clients’ success above all else. We proudly build all our technology in-house to deliver a seamless, bespoke platform.

With a strong culture rooted in expertise and service, WealthObjects partners with firms to shape the future of wealth and investment management.

Why WealthObjects

See some of the things that sets us apart

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Quality Certifications

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

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In-House Technology

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

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Flexible Solutions

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

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Industry Expertise

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

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Custom Propositions

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

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Independent Ownership

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

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Innovation Focus

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

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Personalised Support

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

WealthObjects: Global Platforms

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WealthObjects-Core: Wealth and Investing CRM software and Client Portal to streamline your business operations and serve your customers digitally under your own brand.

WealthObjects-Custom: Bespoke Front and Middle Office software for Wealth and Investment Management firms.

WealthObjects platform is available to firms to launch bespoke client-centric digital business models in wealth and investment management.

WealthObjects also operates other platforms in the SaaS space under the trading names AdviceObjects and Portli. Contact us if you would like to learn more about our solutions.

All-in-One Platform
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All-in-one Manager and Client Portals
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Ready to use immediately
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Your branding and Unique URL options
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Intuitive & engaging digital experience
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Modular and Secure platform technology
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Mobile Apps and Multi-device
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Serve clients digitally or hybrid
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Grow with us with modern technology
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Multi award winning solutions
Transform Your Business Today

Leverage Our Innovative Solutions for Growth