WealthOS is an API first, enterprise, core wealth management platform built to accelerate digital adoption and innovation within the wealth management industry.
By leveraging the latest advances in cloud-native technologies, WealthOS will offer the wealth management industry the upgraded technology infrastructure that's powering digital innovation in the financial services industry.
We plan to offer an extensive feature set coupled with pre-built integration to a market place of specialist service providers, allowing wealth managers to do more things on a single platform.
Our modular architecture allows you to use WealthOS fully to launch your entire digital value proposition, or in parts to complement an existing proposition. Our API first platform allows you to simply plug, and play.
WealthOS dramatically reduces time to market for wealth management products and features while also reducing the total cost of ownership.
By leveraging the latest advances in cloud-native technologies, WealthOS will offer the wealth management industry the upgraded technology infrastructure that's powering digital innovation in the financial services industry.
We plan to offer an extensive feature set coupled with pre-built integration to a market place of specialist service providers, allowing wealth managers to do more things on a single platform.
Our modular architecture allows you to use WealthOS fully to launch your entire digital value proposition, or in parts to complement an existing proposition. Our API first platform allows you to simply plug, and play.
WealthOS dramatically reduces time to market for wealth management products and features while also reducing the total cost of ownership.
Location: United Kingdom, England, London
Employees: 11-50
Total raised: $5.1M
Founded date: 2019
Funding Rounds 1
| Date | Series | Amount | Investors |
| 06.06.2024 | Seed | $5.1M | - |
Mentions in press and media 7
| Date | Title | Description |
| 06.06.2024 | WealthOS: Revolutionizing Wealth Management with Innovative Technology Solutions | In the fast-paced world of wealth management, London-based startup WealthOS is making a name for itself with its cutting-edge cloud-native wealth management infrastructure platform. The company recently secured a significant amount of fundi... |
| 06.06.2024 | WealthOS Raises Additional £2M in Seed Funding | WealthOS, a London, UK-based cloud-native wealth management infrastructure platform provider, raised additional £2M in Seed funding. The round was led by Barclays Bank. It also attracted investment from Main Set. It added to the £2M already... |
| 04.06.2024 | London-based WealthOS raises €4.6 million to accelerate digital adoption within the wealth management industry | - |
| 04.06.2024 | Barclays leads £4 million total seed round in WealthOS | WealthOS, a cloud-native and API-driven core wealthtech startup, has topped up a £2 million seed round led by Barclays Bank with a further injection of capital from the UK lender and fintech investors. Barclays returned to the well alongsid... |
| 07.09.2022 | Introducing: the 35 companies joining Libra 2.0 | We are delighted to announce the 35 companies joining the second Libra programme for ethnic minority founders in the UK. The second iteration of Tech Nation’s Libra programme specifically supports Black, South Asian, East Asian or Arab fou... |
| 03.06.2021 | More than half a million funding for this SaaS-based wealth management startup in the UK | Bringing transparency and providing quality wealth-building solutions is the ultimate goal for wealth managers. The lack of proper technology hinders access to a quality financial product. This is where UK-based wealth management SaaS platf... |
| - | WealthOS | “The Operating System for Digital Wealth Management” |