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About Us

About us

Company

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

 

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

 

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Our SaaS Platforms

Wealth Management CRM software and Client Portal to streamline your business operations and serve your customers digitally under your own brand

WealthOrganiser SaaS platform is available to firms globally to sign up.
visit wealthorganiser.com

Able to add more digital solutions to capture new market segments quickly

We provide digital solutions across D2C Self-Directed Investing, Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning, Modern Adviser Software and Portfolio Management Tools. We help firms stay ahead with next-generation digital business models by providing unique, engaging, and efficient digital propositions.
Book a meeting

Modular, API-led and Cloud-native to able to integrate and work with any solution you already use

Utilising our modular RESTful API-led delivery model allows firms to bring and apply their own unique designs and experiences to the digital proposition, enabling them to differentiate from their competitors and get to the market faster.
Book a demo

Empower your firm with an intuitive Adviser Practice Management Software and Wealth Planning Tools, including a fully branded Client Portal App for in-person, digital or hybrid advice delivery.

AdviceObjects is only available as a SaaS platform to firms in the UK. All integrations and tax calcuations are specific to UK firms and customers within AdviceObjects.
visit adviceobjects.com

Able to add more digital solutions to capture new market segments quickly

We provide digital solutions across D2C Self-Directed Investing, Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning, Modern Adviser Software and Portfolio Management Tools. We help firms stay ahead with next-generation digital business models by providing unique, engaging, and efficient digital propositions.
Book a meeting

Modular, API-led and Cloud-native to able to integrate and work with any solution you already use

Utilising our modular RESTful API-led delivery model allows firms to bring and apply their own unique designs and experiences to the digital proposition, enabling them to differentiate from their competitors and get to the market faster.
Book a demo
Founder and CEO

Uday Nimmakayala

Uday Nimmakayala is WealthObjects’ CEO & Founder. He is based in the UK and oversees product development from London. He has spent his entire career spanning over 15 years working in the Investment and Wealth management industry in various global financial services organisations.

Uday is a Chartered Accountant and holds a graduate degree in Computer Applications, a Masters in Investments, and a London Business School Executive MBA.

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why us?

See some of the things that sets us apart

  • Our group implementation entity is certified as meeting the industry-recognised robust standards of both ISO 9001:2015 (Quality Management Systems) and ISO 27001:2013 (Information Security Management Systems). We build all our technology solutions in-house and so have full knowledge of them, enabling us to provide swift training and support.
  • We have delivered our solutions to clients both as a fully integrated, ready-to-use approach and also just as REST API-led modules. We have provided both cloud-native and on-premise solutions.
  • We have significant experience in digital business models, subject matter and technology delivery within financial services. We have served clients of all sizes, right from Enterprise level to Owner led firms.
  • We were born as a B2B firm. Therefore, our technology is flexible, extensible and configurable, making it possible for us to launch various custom digital propositions helping our clients differentiate in the industry. Such capabilities are typically challenging to obtain from a vendor who started as a B2C firm.
  • Our strength is that we are independent and employee-owned. Therefore, our only focus is on building trusted long term financial technology partnerships with our clients and helping them achieve their business goals.
  • We constantly strive to think ahead about wealth technology developments, and innovation. We support our clients' digital road map from strategy to execution stages, helping them go to market faster.
  • We pride ourselves on providing industry-leading and ongoing personalised support to our clients after launch and on future-proofing with continuous enhancement of the proposition with our evolving platform features. If you would like to talk to us, please contact us with your requirements, and we will be in touch soon.
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Contact Details

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Financial Services CRM & Client Portals

  • Wealth Management CRM software
  • Investment Management CRM software
  • CRM software for Financial Advisers
  • Financial Planning CRM software
  • PE/VC/Hedge Fund CRM software
  • Customer/Client Portal software

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WealthObjects is a B2B technology company serving the financial services sector.

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