In its sixth edition, the prestigious WealthTech100 list shines a spotlight on the leading technology companies transforming the wealth management industry. WealthObjects, a pioneering WealthTech firm, has been recognized for the 5th year in a row as one of the world’s most innovative WealthTech providers.
The WealthTech100 list is compiled by a panel of industry experts and analysts who reviewed over 1,300 businesses. Firms were evaluated on their innovative use of technology to solve a significant industry problem or generate cost savings or efficiency improvements for wealth managers.
FinTech Global director Richard Sachar noted, “As the great wealth transfer takes place, wealth management firms are seeking ways to update their operations to meet the demands of future customers. While older generations preferred a human-touch, younger generations place quick, simple and digital processes at the top of their requirements.”
WealthObjects’ repeated inclusion on this prestigious list underscores its position as a trusted innovator in the WealthTech space. The company’s suite of digital wealth management tools empowers financial institutions to enhance client engagement, streamline operations, and stay ahead of the curve.
We at WealthObjects are proud to be recognised in the WealthTech100 list for 2023. This prestigious list, curated by FinTech Global, highlights the top 100 innovative companies transforming the wealth and asset management industries out of over 1,200 businesses researched.
We are delighted to announce that we have been included in the prestigious WealthTech100 list for the fourth year running! This recognition reaffirms our dedication to offering cutting-edge solutions and driving innovation in the wealth and asset management industries. The WealthTech100 list, compiled by FinTech Global, showcases the most innovative technology solution providers that support investment firms, private banks, and financial advisors in their digital transformation efforts.
This year, the selection process was more challenging than ever, with over 1,200 businesses researched and analysed. A panel of analysts and industry experts voted on the finalists, ultimately recognising WealthObjects for our innovative use of technology to solve significant industry problems and generate efficiency improvements across the investment value chain.
In today’s uncertain market, our inclusion in this esteemed list reflects our commitment to addressing the challenges faced by the wealth management sector and enhancing efficiency across the investment value chain. We are honoured to be recognised among the leading tech innovators in the industry and will continue to strive for excellence as we empower our clients with the best technology solutions.
WealthObjects has been handed the honour of winning the Robo (Advice) Product or Platform category at the WealthTech Asia Awards 2022. Judges were impressed with our use of proprietary algorithms, API technology, and automation. Getting the solution to market faster than in-house solutions was also a big plus for the panel. The judges commented on WealthObjects’ vast array of available solutions enabling firms to stay ahead with next-generation digital business models. A big thanks to everyone who supported WealthObjects, as we continue our efforts to be the best and most trusted technology partner for financial services firms.
On the current trajectory, the global WealthTech market is projected to reach $11.9bn by 2030. The new WealthTech100 list for 2022 is launched by specialist research firm FinTech Global. A panel of analysts and industry experts voted from a list of more than 1,200 businesses. The prestigious ranking recognizes the world’s most innovative technology solution providers that address the digital transformation challenges and opportunities faced by investment firms, private banks and financial advisors.
The finalists were recognized for their innovative use of technology to solve a significant industry problem, or to generate efficiency improvements across the investment value chain. FinTech Global director Richard Sachar said, “The rise of digital distribution channels and online financial products has opened new client segments for investment firms and financial advisors. As a result, businesses that fail to keep up with the latest technologies and innovation will be less competitive and lose market share over time. The WealthTech100 list helps senior decision-makers in the industry filter through all the vendors in the market by highlighting the leading companies in areas such as client acquisition, financial planning, portfolio management and digital brokerage.”
WealthObjects, as one of the industry leaders, has been handed the honour of winning the Client Communication Solution or Tool and the Newcomer awards at the WealthTech Americas Awards 2022. Showcasing ‘best of breed’, the awards have been designed to recognise outstanding organisations grouped by specialism and geography, which the prestigious panel of an independent advisory board deemed to have ‘demonstrated innovation and excellence during the last year’.
Judges were impressed with our use of proprietary algorithms, API technology, and automation to enhance the online user experience. Getting the solution to market faster than in-house solutions was also a big plus for the panel. The judges commented on WealthObjects’ vast array of available solutions enabling firms to stay ahead with next-generation digital business models. A big thanks to everyone who supported WealthObjects, as we continue our efforts to be the best and most trusted technology partner for financial services firms.
The 2021 WealthTech100 was launched today by specialist research firm FinTech Global. The prestigious list recognises the world’s most innovative tech solution providers addressing the digital transformation challenges and opportunities faced by asset managers, private banks and financial advisors. A panel of analysts and industry experts voted from a list of over 1,000 businesses.
The finalists were awarded a place on the list for their innovative use of technology to solve a significant industry problem or to generate cost savings or efficiency improvements across the investment value chain. FinTech Global director Richard Sachar said, “Established banks and investment firms need to be aware of the latest innovations to remain competitive in the current market, which is heavily focused on digital distribution and increased use of customer data, and even more so post Covid-19. The WealthTech100 list helps senior management filter through all the vendors in the market by highlighting the leading companies in sectors such as client acquisition, financial planning, portfolio management and digital brokerage.”
The WealthTech100 is an annual list of 100 of the world’s most innovative WealthTech companies who get selected by a panel of industry experts and analysts. As a result, the competition to be identified as one of the leading 100 WealthTech companies in the world was even fiercer this year. The panel of analysts and industry experts picked from a list of over 1,200 companies curated by FinTech Global.
The selected companies were recognised for their innovative use of technology to solve a significant industry problem, ability to generate cost savings or achieve efficiency improvements across the investment value chain. According to FinTech Global, every leader in wealth and asset management, private banking and financial advisory should know about these companies while considering and developing their digital transformation strategies and new customer propositions. We are delighted to have been named in the WealthTech100 list. It is a testament to our team’s expertise and efforts over the years. A big ‘Thank you’ goes out to our staff, clients and FinTech Global for this honour.
We are delighted to be named finalists at the WealthBriefing European Awards 2019 in four categories. It is a testament to our whole team’s efforts that our innovative digital solutions for clients across wealth management, asset management, insurance and banking continue to be recognised by the industry. As WealthBriefing say: ‘These awards recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.’
2018 Gartner Eye on Innovation Award for financial services in the EMEA recognises innovative use of digital technology-enabled capabilities, products or services to highlight “best-in-class” financial industry initiatives launched within the past 12 months and offering insight into developments in digital innovation. All submissions are assessed by Gartner, and finalists are selected by benchmarking against world-class performance standards.
Nedbank’s ‘Extraordinary Life’ digital-advice solution has focused on a needs-based and customer-centred experience, combined with no administrative fees and low minimum investment. WealthObjects is proud to have helped launch NedBank’s wealth solution working collaboratively with other partners who brought various strengths to this digital transformation proposition.
The Financial Times Banker’s Tech Projects Awards recognise the best innovation in financial technology from around the world. Winners of these prestigious awards are celebrated by their peers for innovative, transformational and creative use of technology. Nedbank’s ‘Extraordinary Life’ robo-advice solution instils clients with confidence about their future investment success. The bank has focused on a needs-based and customer-centred experience, combined with no administrative fees and low minimum investment. WealthObjects is proud to have helped launch NedBank’s robo advice solution working collaboratively with other partners who brought various strengths to this digital transformation proposition.
We are delighted to win two awards for the best Digital Wealth Platform Provider and the most Innovative FinTech Solution at the 2018 European WealthBriefing’s Wealth Management and Technology event held at Guildhall, London on 26th April 2018. It is a testament to our team’s hard work who pulled out all stops to ensure we continue delivering the highest level of service to our clients.
A big ‘Thanks’ to everyone who supported us, as we continue our efforts to be the best and most trusted B2B Technology partner in launching both pure Digital and Hybrid robo-advisory solutions for firms. WealthBriefing said: ‘These awards will recognise the very best operators in the industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.’
We are delighted to win two awards for the best Digital Wealth Platform Provider and the most Innovative FinTech Solution at the 2018 European WealthBriefing’s Wealth Management and Technology event held at Guildhall, London on 26th April 2018. It is a testament to our team’s hard work who pulled out all stops to ensure we continue delivering the highest level of service to our clients.
A big ‘Thanks’ to everyone who supported us, as we continue our efforts to be the best and most trusted B2B Technology partner in launching both pure Digital and Hybrid robo-advisory solutions for firms. WealthBriefing said: ‘These awards will recognise the very best operators in the industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.’
We are delighted to be shortlisted for WealthBriefing awards in all three key categories. It is a testament to our team’s hard work over the last few years to be the trusted B2B Technology partner in launching both pure Digital and Hybrid Roboadvisory solutions for firms. WealthBriefing said: ‘These awards will recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.’
The International FinTech Conference organised by the Department for International Trade will showcase UK’s innovative and world leading FinTech talent and also provide an opportunity for investors to learn about UK’s high growth FinTech sector. WealthObjects is among the few FinTech firms chosen to exhibit at the event.
WealthObjects is chosen as one of the most promising and innovative Top 100 European FinTech companies in 2016. More than 400 companies were nominated and more than 55,000 FinTech enthusiasts voted for their favourite company. A knowledgeable and top-notch panel of expert judges have also assessed the promising FinTechs in arriving at the European Top 100 FinTech companies. We are humbled to be in the midst of such great company. We would like to say a big thank you to everyone who voted for us and all the expert panel of judges who believe in what we are trying to achieve.
Join us at the 2nd annual edition of TSWM (The Summit for Wealth Management) along with top wealth management firms, financial planners, and family offices.
Discover cutting-edge strategies for delivering premium client service, optimising portfolio management, and streamlining back office operations.
In its sixth edition, the prestigious WealthTech100 list shines a spotlight on the leading technology companies transforming the wealth management industry. WealthObjects, a pioneering WealthTech firm, has been recognized for the 5th year in a row as one of the world’s most innovative WealthTech providers.
The WealthTech100 list is compiled by a panel of industry experts and analysts who reviewed over 1,300 businesses. Firms were evaluated on their innovative use of technology to solve a significant industry problem or generate cost savings or efficiency improvements for wealth managers.
FinTech Global director Richard Sachar noted, “As the great wealth transfer takes place, wealth management firms are seeking ways to update their operations to meet the demands of future customers. While older generations preferred a human-touch, younger generations place quick, simple and digital processes at the top of their requirements.”
WealthObjects’ repeated inclusion on this prestigious list underscores its position as a trusted innovator in the WealthTech space. The company’s suite of digital wealth management tools empowers financial institutions to enhance client engagement, streamline operations, and stay ahead of the curve.
The leading gathering of leaders and innovators across private banking, wealth, and asset management in the United States.
We will be attending Global WealthTech Summit – USA in New York on March 19. Let’s meet if you are there! #GWTSUS234
Exploring the technology of tomorrow’s financial planning profession – Tech Stack LIVE is a brand-new virtual summit in the world of financial planning in the UK organised by NextGen. On the 15th March 2024 we reset the perspective for technology in the financial planning profession. The best part? This event is completely FREE to attend for all Financial Advisers in the UK.
AdviceObjects, a WealthObjects SaaS product in the UK – enables firms to flexibly deliver advice in-person, entirely online or in a hybrid manner, using modern adviser software. The software combines an intuitive practice management CRM and an elegant Client Portal working seamlessly to support various client acquisition and planning journeys suitable for this digital age.
The Personal Investment Management & Financial Advice Association (PIMFA) is the trade association for firms that provide investment management, investment services and advice to everyone from individuals and families to charities, pension funds, trusts and companies. Participating in the PIMFA tech sprint was an invaluable opportunity for the WealthObjects team to showcase our products Gainns.com and AdviceObjects.com to industry leaders. Collaborating with WealthOS on developing solutions that align directly with our mission of taking wealth and investing digital was great. The feedback we gained from working with PIMFA will help us immensely in further improving our platform to better serve the needs of Wealth and Investment Managers and their clients in today’s market.
Our new SaaS product, Gainns is a unified and intuitive SaaS CRM and Client Portal helping Wealth and Investment Managers, Family Offices and many other Financial firms eliminate multiple tools, reduce costs, and improve client experience. Learn more at Gainns.com
IA members range from small, independent UK investment firms to Europe-wide and global players. Collectively, they manage over £10 trillion of assets on behalf of their clients in the UK and around the world. This year’s IA Annual Conference will encourage participants to consider how the UK-based investment management industry should now adapt to the changing world and stay globally competitive, and how firms can succeed in an uncertain political and economic environment. Whether responding to the changing needs of investors, utilising new technology and pushing innovation, adapting to the UK’s new place in the world and new investment opportunities, or simply staying current across a rapidly changing regulatory environment, the scale and pace of change facing the industry is both a challenge and an opportunity for all. With keynote speeches from leading industry figures at the global, regional, and domestic level, this year’s conference will provide a platform for participants from across the industry to exchange knowledge, insights, and experiences and network with colleagues, policymakers, and regulators alike.
We at WealthObjects are proud to be recognised in the WealthTech100 list for 2023. This prestigious list, curated by FinTech Global, highlights the top 100 innovative companies transforming the wealth and asset management industries out of over 1,200 businesses researched. We are delighted to announce that we have been included in the prestigious WealthTech100 list for the fourth year running! This recognition reaffirms our dedication to offering cutting-edge solutions and driving innovation in the wealth and asset management industries. The WealthTech100 list, compiled by FinTech Global, showcases the most innovative technology solution providers that support investment firms, private banks, and financial advisors in their digital transformation efforts. This year, the selection process was more challenging than ever, with over 1,200 businesses researched and analysed. A panel of analysts and industry experts voted on the finalists, ultimately recognising WealthObjects for our innovative use of technology to solve significant industry problems and generate efficiency improvements across the investment value chain. In today’s uncertain market, our inclusion in this esteemed list reflects our commitment to addressing the challenges faced by the wealth management sector and enhancing efficiency across the investment value chain. We are honoured to be recognised among the leading tech innovators in the industry and will continue to strive for excellence as we empower our clients with the best technology solutions.
We are thrilled to announce the launch of our latest addition to the UK Adviser software product, AdviceObjects – The Mobile app for our Client Portal. With this mobile app, our valued subscribers can now stay connected with their clients on-the-go and access our services at no additional cost. We are proud that AdviceObjects has received great reviews for its innovative features and exceptional user experience. The launch of our mobile app further solidifies our commitment to providing our clients with the best tools to succeed in their business. We look forward to continuing to innovate and serve our clients with the best possible solutions.
WealthObjects has been handed the honour of winning the Robo (Advice) Product or Platform category at the WealthTech Asia Awards 2022. Judges were impressed with our use of proprietary algorithms, API technology, and automation. Getting the solution to market faster than in-house solutions was also a big plus for the panel. The judges commented on WealthObjects’ vast array of available solutions enabling firms to stay ahead with next-generation digital business models. A big thanks to everyone who supported WealthObjects, as we continue our efforts to be the best and most trusted technology partner for financial services firms.
On the current trajectory, the global WealthTech market is projected to reach $11.9bn by 2030. The new WealthTech100 list for 2022 is launched by specialist research firm FinTech Global. A panel of analysts and industry experts voted from a list of more than 1,200 businesses. The prestigious ranking recognizes the world’s most innovative technology solution providers that address the digital transformation challenges and opportunities faced by investment firms, private banks and financial advisors. The finalists were recognized for their innovative use of technology to solve a significant industry problem, or to generate efficiency improvements across the investment value chain. FinTech Global director Richard Sachar said, “The rise of digital distribution channels and online financial products has opened new client segments for investment firms and financial advisors. As a result, businesses that fail to keep up with the latest technologies and innovation will be less competitive and lose market share over time. The WealthTech100 list helps senior decision-makers in the industry filter through all the vendors in the market by highlighting the leading companies in areas such as client acquisition, financial planning, portfolio management and digital brokerage.”
WealthObjects, as one of the industry leaders, has been handed the honour of winning the Client Communication Solution or Tool and the Newcomer awards at the WealthTech Americas Awards 2022. Showcasing ‘best of breed’, the awards have been designed to recognise outstanding organisations grouped by specialism and geography, which the prestigious panel of an independent advisory board deemed to have ‘demonstrated innovation and excellence during the last year’. Judges were impressed with our use of proprietary algorithms, API technology, and automation to enhance the online user experience. Getting the solution to market faster than in-house solutions was also a big plus for the panel. The judges commented on WealthObjects’ vast array of available solutions enabling firms to stay ahead with next-generation digital business models. A big thanks to everyone who supported WealthObjects, as we continue our efforts to be the best and most trusted technology partner for financial services firms.
We’ve learned that Financial Technology Research Centre (FTRC), organisers of the “Empowering Advice Through Technology 2022”, have taken the decision to postpone the event in light of the worsening COVID/Omicron infection rates. The conference will now take place on Thursday 26th May 2022 (not as previously stated on 27th January) – the venue remains unchanged, with the event taking place at The Pullman Hotel, 100-110 Euston Road, London NW1 2AJ. This is a practical day for advisers who want to put technology at the heart of their businesses and is designed to help advisers: Understand how emerging technologies can enhance the user experience for clients; Recognise the benefits that technology can deliver to their business in terms of time savings and reduced operating costs; Source the technology solutions that best meet their needs. We have arranged an exclusive discount code with the organisers – use AdviceObjects15 at the ticket checkout to save 15% on the standard ticket price.
Climate Positive Workforce is where every person in the organisation has their entire life’s carbon footprint offset because they work within our organisation. The carbon footprint includes our employee’s time at work, business travel, and their time outside of work. We are determined as a business to do whatever we can to make a positive difference in this Climate emergency. You can learn more about how we are doing our part for the Climate in this link. Learn more by clicking the image on the left.
As an adviser, technology allowed you to maintain some semblance of face-to-face interaction (or at least screen-to-screen) with clients. With the advent of new and existing tech to navigate going forward, how can advisers be sure that they are meeting the technology needs expected of a modern advice firm, and what can we do to ensure that the tech complements your business? Join us at the highly anticipated Professional Adviser 360 conference on 7th October at The Brewery in London. We have a day packed full of insightful content from various industry experts, alongside incredible networking opportunities, CPD hours and engaging Q&A sessions.
WealthObjects officially launched AdviceObjects, a new Wealth CRM and Financial Planning Adviser Software platform, created to serve the digital generation. The SAAS platform is ready for customers to trial. AdviceObjects is built, operated and owned by WealthObjects. Learn more at AdviceObjects.com or by clicking the image on the left.
The 2021 WealthTech100 was launched today by specialist research firm FinTech Global. The prestigious list recognises the world’s most innovative tech solution providers addressing the digital transformation challenges and opportunities faced by asset managers, private banks and financial advisors. A panel of analysts and industry experts voted from a list of over 1,000 businesses. The finalists were awarded a place on the list for their innovative use of technology to solve a significant industry problem or to generate cost savings or efficiency improvements across the investment value chain. FinTech Global director Richard Sachar said, “Established banks and investment firms need to be aware of the latest innovations to remain competitive in the current market, which is heavily focused on digital distribution and increased use of customer data, and even more so post Covid-19. The WealthTech100 list helps senior management filter through all the vendors in the market by highlighting the leading companies in sectors such as client acquisition, financial planning, portfolio management and digital brokerage.”
Climate Positive Workforce is where every person in the organisation has their entire life’s carbon footprint offset because they work within our organisation. The carbon footprint includes our employee’s time at work, business travel, and their time outside of work. We are determined as a business to do whatever we can to make a positive difference in this Climate emergency. You can learn more about how we are doing our part for the Climate in this link. Learn more by clicking the image on the left.
Digitalisation in wealth management has rapidly accelerated over the past few years, but there are six key areas firms should be focusing their efforts. Download the report here.
We are excited to announce that we will be sponsoring and joining the Global WealthTech Summit 2020, a two-day virtual event to connect the global WealthTech community and explore the latest innovation in the sector. It is Europe’s leading WealthTech and Digital banking event that is going fully virtual this year. We look forward to seeing you online.
The WealthTech100 is an annual list of 100 of the world’s most innovative WealthTech companies who get selected by a panel of industry experts and analysts. As a result, the competition to be identified as one of the leading 100 WealthTech companies in the world was even fiercer this year. The panel of analysts and industry experts picked from a list of over 1,200 companies curated by FinTech Global. The selected companies were recognised for their innovative use of technology to solve a significant industry problem, ability to generate cost savings or achieve efficiency improvements across the investment value chain. According to FinTech Global, every leader in wealth and asset management, private banking and financial advisory should know about these companies while considering and developing their digital transformation strategies and new customer propositions. We are delighted to have been named in the WealthTech100 list. It is a testament to our team’s expertise and efforts over the years. A big ‘Thank you’ goes out to our staff, clients and FinTech Global for this honour.
WealthObjects was among the few FinTech firms selected to join the UK FinTech Mission to Austria, that took place at the Residence of the British Ambassador to Austria on 29th January. The mission was carefully conceptualised by DIT to select and showcase a group of key growing UK financial technology firms to the Austrian asset management, banking and insurance communities.
WealthObjects, a UK Investment Association (IA) FinTech member, is among the select few FinTech companies to join the roundtable to discuss the investment management industry, especially the role of UK FinTech. The participants were Indian MPs with a focus on technology policy, who visited the Investment Association, UK on Friday 17th January. This roundtable was organised by the Investment Association UK and the IA FinTech body
WealthObjects is pleased to be invited to the webinar to share knowledge and experience on the topic of modern portfolio management systems (PMS). The PMS is core to the technology infrastructure of many wealth management organisations. However, the needs and possibilities around this are changing and, indeed, must change to support both the evolving challenges and needs of wealth managers as well as bringing the new capabilities and developments that technology can offer to the market. Click image to listen to the webinar.
WealthObjects was featured under ‘Spotlight’ by Holland FinTech after speaking to UK & EU Sales and Partnerships Director Jamie Keen. We spoke about our mission to help clients launch next generation business models and propositions with our agility, unique solutions, integration and innovation expertise, and unrivalled, personalised ongoing client support. Click image on the left to read more.
This industry-leading conference will address key themes in wealth management including the rise of AI technology, robo-advisers, client experience, changing client demographics and digital transformation within wealth management and private banking. Contact us if you are attending and would like to meet with the WealthObjects team.
WealthObjects is among the select FinTech companies to exhibit at the 3rd edition of India’s largest FinTech conclave – Paisabazaar Fintegrate Zone 2019 at Mumbai from 27th February to 1st March, 2019. Meet our teams there to understand more about our award winning platform and how we helped firms in the financial sector launch new digital business models. Contact us if you would like to meet us there.
We are delighted to be named finalists at the WealthBriefing European Awards 2019 in four categories. It is a testament to our whole team’s efforts that our innovative digital solutions for clients across wealth management, asset management, insurance and banking continue to be recognised by the industry. As WealthBriefing say: ‘These awards recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.’
2018 Gartner Eye on Innovation Award for financial services in the EMEA recognises innovative use of digital technology-enabled capabilities, products or services to highlight “best-in-class” financial industry initiatives launched within the past 12 months and offering insight into developments in digital innovation. All submissions are assessed by Gartner, and finalists are selected by benchmarking against world-class performance standards. Nedbank’s ‘Extraordinary Life’ digital-advice solution has focused on a needs-based and customer-centred experience, combined with no administrative fees and low minimum investment. WealthObjects is proud to have helped launch NedBank’s wealth solution working collaboratively with other partners who brought various strengths to this digital transformation proposition.
WealthObjects is sponsoring The 2nd UK Robo- Advice and Digital Wealth Innovation Forum event organised by City & Financial Global on 20th September 2018 in Central London. The digital transformation of the financial services industry is continuing apace, and robo-advice and digital wealth management are a fast-growing part of this digital transformation.This highly-topical conference, with its interactive format, will offer an opportunity to participate in a diverse and well-informed discussion between financial services c-suite representatives. If you would like to attend, use the special discount code ROBO2WO.
The Financial Times Banker’s Tech Projects Awards recognise the best innovation in financial technology from around the world. Winners of these prestigious awards are celebrated by their peers for innovative, transformational and creative use of technology. Nedbank’s ‘Extraordinary Life’ robo-advice solution instils clients with confidence about their future investment success. The bank has focused on a needs-based and customer-centred experience, combined with no administrative fees and low minimum investment. WealthObjects is proud to have helped launch NedBank’s robo advice solution working collaboratively with other partners who brought various strengths to this digital transformation proposition.
WealthObjects CEO Uday Nimmakayala shares his expertise in the Robo-Advisory Masterclass organised by Asset TV discussing many topics. Some of them include marrying up technology with a customer base, broadening out robo-advisory from investment to more holistic planning, intergenerational wealth transfers and cyber-security. He is joined by a renowned industry expert in Asset Management Simon Ellis, Global Head of Client Segments, HSBC Global Asset Management. Together they bring invaluable experience to this engaging discussion. You can watch the video by clicking the link. Click the image on the left to watch the video.
We are delighted to win two awards for the best Digital Wealth Platform Provider and the most Innovative FinTech Solution at the 2018 European WealthBriefing’s Wealth Management and Technology event held at Guildhall, London on 26th April 2018. It is a testament to our team’s hard work who pulled out all stops to ensure we continue delivering the highest level of service to our clients. A big ‘Thanks’ to everyone who supported us, as we continue our efforts to be the best and most trusted B2B Technology partner in launching both pure Digital and Hybrid robo-advisory solutions for firms. WealthBriefing said: ‘These awards will recognise the very best operators in the industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.’
WealthObjects is among few technology firms selected to exhibit at the PensionTech Summit organised by Holland FinTech at The Hague, Netherlands where Blockchain and Retirement Business Models are key topics. The program will provide guidance to pension fund executives on why and how they could incorporate new technologies into their funds’ policy design, execution, and control to enhance their decision-making process on potential technology investments addressing pension communication, cost reduction & efficiency and business model sustainability.
International FinTech Conference 2018 organised by the HM Treasury will showcase UK’s innovative and world leading FinTech talent and also provide an opportunity for investors to learn about UK’s high growth FinTech sector. WealthObjects is one among the UK FinTech firms chosen for the second time to exhibit at the event.
We are proud sponsors of FintegrateZone, India’s largest FinTech conclave at International Convention Centre, Bombay Stock Exchange in Mumbai. Fintegrate Zone is a fintech thought leadership conclave – a melange of conferences tracks, workshops, hackathons, meetups, CXO roundtables, startup exhibits, and a grand demo night – focusing on the future of technology in financial services within India and beyond its borders. Use code FZ18INVITE for special rates on tickets.
We are delighted to be shortlisted for WealthBriefing awards in all three key categories. It is a testament to our team’s hard work over the last few years to be the trusted B2B Technology partner in launching both pure Digital and Hybrid Roboadvisory solutions for firms. WealthBriefing said: ‘These awards will recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.’
WealthObjects was one of the few FinTech firms selected to join the ‘UK Fintech Mission to Austria and Switzerland’ that will take place at the Residence of the British Ambassador to Austria, and at the SIX Convention Point in Zurich. The mission has been carefully conceptualised by DIT to highlight a select group of UK financial technology firms to the Austrian and Swiss banking and insurance communities.
WealthObjects is joining a panel discussion on ‘Empowering investors and advisers through Automated tools and technology. How to transform process, boost productivity and accelerate performance?’. This event is being held at King’s Cross, London on 1st February, 2018. Robo-Investing Europe 2016 is a Europe-wide event exclusively aimed at robo-advice and digital wealth, bringing together key decision makers from start-ups, scale-ups and global financial institutions.
WealthObjects is featured as a B2B Robo-Adviser in ‘Mutual funds 2.0: Expanding into new horizons’, an independent report by Indian Chamber of Commerce (ICC) and PwC. The world is rapidly responding to India’s digital revolution. The country is on the cusp of a breakthrough backed by several initiatives which are all anchored by digital technology.The report highlights new areas of digital wealth management growth and key influencers for the success of the Mutual Funds industry in India.
WealthObjects is participating and supporting The UK Robo- Advice Innovation Forum event organised by City & Financial Global on 1st November 2017 in central London. This timely and highly topical conference will enable attendees to understand how to make their Robo-advice operations grow and become profitable, both in the UK market and in the international arena. Its interactive format will offer an opportunity to participate in a diverse and well-informed dialogue between the UK regulator and financial services c-suite representatives. If you would like to attend pls use the discount code ROBO1WEAL.
WealthObjects will join the panel on Pensions and the growth of automated solutions in the Retirement space at the WealthTech Europe Summit. Technological disruption has come to the UK’s ‘900bn wealth management industry with 2017 the year that low-cost, automated and innovative online investment services ‘ often called robo advice ‘ entered the mainstream.
WealthObjects is one of the few firms partnering with European FinTech Awards to sponsor and present with leading innovation managers of major banks, investors and the most promising FinTech companies. The event offers great opportunities for investors, entrepreneurs and institutions to fast track their FinTech engagement. WealthObjects will be at the VIP Pre-conference event on 26th September at the European Parliament in Brussels, and will present at the European FinTech Conference on 27th September at ‘The Egg’ in Brussels.
WealthObjects is among the few startups exhibiting at the FinTech Vortex conference in Amsterdam as part of the Startup Fest Europe on 26th September, 2017. As part of the Startup Fest Europe, Holland FinTech is gathering investors, financial institutions, and successful FinTech startups and organising a FinTech day to showcase the best in Cyber Security, RegTech, Personal Finance & PensionTech, SME Capital & Investment, InsurTech & IoT.
WealthObjects is one of the few chosen companies to be showcasing at the Nasscom Product Conclave in Hyderabad. The fourth edition of the NASSCOM Product Conclave (NPC) in Hyderabad will see participation from product start-ups, small to mid-sized companies, VCs/Angels, Leaders, Mentors and Prospective Customers.
WealthObjects B2B robo adviser case study featured in the Digital Wealth Report by Burnmark in partnership with Robo-Investing.
WealthObjects is presenting at the 2nd Fintech Forum on tour – InvestTech. WealthObjects is helping institutions launch a pure digital (robo) or hybrid digital wealth manager acting as a technology partner in a B2B model.
Holland FinTech meetups are held to freely exchange ideas and projects featuring great variety of people active in Fintech who pitch or share their knowledge. WealthObjects has been invited to speak at the upcoming meetup on 13th April in Amsterdam.
The International FinTech Conference organised by the Department for International Trade will showcase UK’s innovative and world leading FinTech talent and also provide an opportunity for investors to learn about UK’s high growth FinTech sector. WealthObjects is among the few FinTech firms chosen to exhibit at the event.
EXECFinTech is Europe’s largest invite/application only FinTech conference, successfully connecting the ecosystem since 2014. WealthObjects will be participating in a panel discussion on robo advisory on 6th April, 2017 in Berlin.
WealthObjects was among the few FinTech firms joining the UK Chancellor on his FinTech trade mission to India aimed at increasing bilateral flow of financial and professional services, trade and investment between the countries’ FinTech sector.
WealthObjects is part of the panel discussion moderated by Susanne Chishti, CEO-FinTech Circle, Chairman-FinTech Circle Innovate, and Co-Editor of The FinTech Book on 15th March 2017 to discuss open banking implementation progress and future opportunities, B2B Robo Advisory models and empowerment of sales functions with better tools. FinTech at Cloud Expo Europe brings together technology leaders, startups and financial institutions to discuss innovative and interoperable ways to better deliver services on the cloud.
WealthObjects is among the top 50 select FinTech firms chosen to exhibit at Fintegrate 2017 in Mumbai. The inaugural Fintegrate Zone will focus on the future of fintech within India and beyond its borders. The conference will highlight the companies and technologies driving change in the banking and financial services industry; showcase innovations in areas including lending, payments, blockchain, insurance, and wealth management; and provide the opportunity to meet key decision makers.
2017The PICUP Fintech 2017 aims to recognise the best innovations from Fintech companies in diverse areas. WealthObjects is among the few startups selected to showcase the product to an eminent jury comprising senior representatives from the banking fraternity, corporates and technology companies.
WealthObjects is exhibiting at Network FP 2017 – India’s one of its kind Exhibition and Technology Conclave exclusively meant for Financial Planners and Advisers
The Digital Banking and FinTech Innovation Cluster of the ABBL is inviting a few select FinTech firms to take part in the next matchmaking event devoted to robo-advisors and digital investment platforms in Luxembourg
Department for International Trade, British High Commission Singapore in collaboration with Financial Services Organisation is organising its first UK FinTech Trade mission to Singapore, to coincide with the Singapore FinTech Festival from 14th to 18th November, 2016.
Uday Nimmakayala, CEO of WealthObjects, discusses why it is important for wealth firms to innovate and stay ahead of the competition on their digital transformation journey.
WealthObjects Marketing Specialist, Shruti Royyuru, moderated the FinTech panel at August Fest, one of the largest Startup festivals in India held in Hyderabad. The FinTech panel spoke about Rise in FinTech in India and the opportunities and challenges for FinTech firms and incumbents.
WealthObjects is exhibiting at Tech in Asia in Bangalore, India’s first international Tech Conference aimed at connecting Asia’s tech ecosystem.
UK Trade & Investment (UKTI) is organising the UK FinTech Roadshow in Switzerland that will take place from 29th June till 1st July, 2016. UKTI aims to highlight a small select group of UK FinTech firms to institutions and investors from the Swiss Finance and Banking community.
WealthObjects Founder & CEO, Uday Nimmakayala is part of a webinar panel discussion organised by BrightTalk on 22nd June 2016 to discuss rapid changes in asset management and private banking sectors. In addition, the webinar will also explore how FinTech innovations across robo advisors present an opportunity and threat to traditional financial institutions and how you can take advantage of FinTech solutions for the benefit of your own organisations. Click on the image to listen to the webinar.
WealthObjects Founder & CEO, Uday Nimmakayala is the keynote speaker on Robo Advice at the World FinTech Forum in Seoul on 2nd and 3rd June, 2016. The first of its kind, ‘World FinTech Forum 2016 Seoul’ will gather experts on FinTech from many countries around the globe and will share the latest knowledge, business models, regulations and support policies of different governments around the world on how existing analog money has been transforming into digital money, and what the future of money looks like. Click the image on the left to watch the video.
WealthObjects is part of a panel discussion moderated by Christian König – FinTech Evangelist, FinTechnews Singapore on 30th May, 2016, to discuss Robo Adviser digital disruption and its impact on Asset and Wealth Management. Finnovasia brings together FinTech entrepreneurs, investors, bankers and governments from Asia and globally to collaborate, reinvent and reimagine the financial industry.
WealthObjects is among the 21 startups invited to pitch at the FinTech conference in Amsertdam Zuid as part of the Startup Fest Europe on 26th May, 2016. As part of the Startup Fest Europe, Holland FinTech is gathering investors, financial institutions, and successful FinTech startups and organising a FinTech day to show how heterogenic the FinTech panorama can be, focusing on three main sides of the FinTech world: Cyber Security, Payments and Trading.
WealthObjects is joining a panel discussion to discuss how to integrate digital technology – capital markets, data capture, algorithms, API and interfaces at Level 39, London on 25th May, 2016. Robo-Investing Europe 2016 is an invite-only Europe-wide event exclusively aimed at robo-advice and digital wealth, bringing together 250 key decision makers from start-ups to global financial institutions.
iFinance selected and featured 100 most prominent FinTech companies active in London across 6 main FinTech sectors: Banking & Insurance, Payments & Blockchain, Personal Finance & Investment Community, Risk Management & Trading, Lending & Crowdfunding, and Data Analytics.
WealthObjects was one of the startups chosen to be part of the OCBC Open Vault Accelerator Program in Singapore. The FinTech Accelerator, powered by NEST, is a 12 week programme that started in May 2016 designed to help FinTech startups pilot their products and commercialise.
WealthObjects is chosen as one of the most promising and innovative Top 100 European FinTech companies in 2016. More than 400 companies were nominated and more than 55,000 FinTech enthusiasts voted for their favourite company. A knowledgeable and top-notch panel of expert judges have also assessed the promising FinTechs in arriving at the European Top 100 FinTech companies. We are humbled to be in the midst of such great company. We would like to say a big thank you to everyone who voted for us and all the expert panel of judges who believe in what we are trying to achieve.
WealthObjects is part of the panel discussion moderated by Susanne Chishti, CEO-FinTech Circle, Chairman-FinTech Circle Innovate, and Co-Editor of The FinTech Book on 13th April 2016 to discuss FinTech challenges and opportunities for Banks and the impact of Robo Advisory solutions on their business models. FinTech at Cloud Expo Europe brings together technology leaders, startups and financial institutions to discuss innovative and interoperable ways to better deliver services on the cloud.
After several months of study, the UK Financial Conduct Authority’s FAMR concluded that new technology could play a major role in providing affordable, engaging and accessible advice to consumers. This is a great support to our principles and business model.
Exec I/O FinTech connects handpicked selected senior Corporate Executives, successful Startup Founders and active Investors. WealthObjects will be participating in Exec I/O FinTech conference in Frankfurt, Germany, on 8th March, 2016.
Startup Friday, an initiative of the Innovation Centre, ABN AMRO discusses latest developments in the financial sector. WealthObjects was one of the startups that presented about the application of AI in Wealth and Personal Investing sector on February 19th, 2016. Clicking on the image to watch the video.
Innovative and disruptive FinTech companies are awarded at the European FinTech Awards. WealthObjects is one of such FinTech companies to be nominated for the awards. Read more
London Business School’s 2016 Asset Management Conference, held on 4th March 2016, brings together a select group of asset owners, managers and researchers.
UK-based robo-advice firm WealthObjects has said the take-up of automated advice solutions will fundamentally change the way advice is delivered.
WealthObjects exhibits at Europe’s largest FinTech exhibition of startup innovation on 8th and 9th December, 2015. FinTech Connect Live is a marketplace where technology and innovation professionals from leading financial institutions assess the latest products in their fields, and where startups meet advisors and prospective customers.
Watch WealthObjects Founder & CEO, Uday Nimmakayala talk about WealthObjects and the future of FinTech at FinTech Connect Live.
FinTech Storm, a monthly FinTech series, invited some of the most innovative firms, including WealthObjects, applying technology to solve banking industry problems.