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Wealth Wizards

Category
Startup

Vertical
Wealth management, Personal Financial Management

Location
Warwick

Wealth Wizards is a technology company that builds financial advice applications which help people sort out their pensions and investments. Many people are reluctant to take traditional financial advice or they struggle to afford it.

Our applications provide expertly engineered advice designed to leave people feeling in control of their finances. We have pioneered the combination of chartered financial planning, actuarial science and smart software technology to deliver advice at an affordable cost.

Our applications can be used directly by customers or by advisers to help them offer more affordable and consistent advice. We partner with large financial services companies to provide a white-label advice platform for their brand, and we work directly with employers or alongside pension consultants to offer pension and retirement advice to company employees.

Team Members

Richard Marshall

CTO

Pete Connell

Co-Founder and Chief Commercial Officer

Andrew Firth

Chief Executive

Blogs

Fully-Regulated Digital Independent Financial Adviser Launches

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Wealth Wizards Appoints Scanes Bentley as Chairman

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What’s on the agenda for pensions in 2019

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Upcoming Events

19
Sep
Shining a Spotlight on: Open Banking
Location: Revolut, 7 Westferry Circus, Canary Wharf, London E14 4HD
Wondering what the Open Banking buzz is all about? PSD2 is about to blow its birthday candles and the time...
19
Sep
Women in FinTech Workshop: How to Negotiate a Payrise or Package in 6 Easy Steps
Location: Innovate Finance, 2 Finsbury Avenue, London EC2M 2PP
Workshop Presenters: Camila Reed, Managing Director and Co-founder of Global Voice Sara Wachter, Managing Director and Co-founder of Global Voice...