Wealth management, Personal Financial Management
Wealth Wizards was founded in 2009 with one aim: to use technology to make expert financial advice affordable and accessible to everyone.
With headquarters in Leamington Spa, Wealth Wizards’ more than 90 employees are dedicated to providing seamless experiences across all of its products and services, empowering advisers and employers to help people make better financial decisions.
Wealth Wizards® is a trading style of Wealth Wizards Benefits Limited which is authorised and regulated by the Financial Conduct Authority.
Turo (B2B and B2B2C proposition)
Turo is the market-leading financial advice engine which is the ‘intelligence inside’ many leading financial advice businesses. It uses flexible technology to help financial services organisations deliver regulated, automated financial advice which can be accessed digitally by the consumer, or used as a tool to support financial advisers (Turo for Advisers). Turo combines knowledge of the best compliant advice processes with smart software engineering and machine learning.
MyEva (B2C proposition)
MyEva is a fully-regulated digital independent financial adviser, bringing the best of human and artificial intelligence together. The user-friendly chatbot takes people through a simple financial health-check, helps them prioritise their goals with guidance and ideas and provides regulated advice on pensions and investments.
MyEva is supported by a team of human advisers and partners to handle more complex advice situations. She also provides employers with anonymised information about their employees’ financial wellbeing, enabling them to build better benefits packages.