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Wealth Wizards

Category
Startup

Vertical
Wealth management, Personal Financial Management

Location
Warwick

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.

www.turoadviser.com

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.

www.myeva.com

Team Members

Richard Marshall

CTO

Pete Connell

Co-Founder and Chief Commercial Officer

Andrew Firth

Chief Executive

Blogs

Wealth Wizards launches algorithmic abridged advice service

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Wealth Wizards launches COVID–19 toolkit

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Fully-Regulated Digital Independent Financial Adviser Launches

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Upcoming Events

09
Jul
Pitch360 2020 Live Final
Location: Virtual Events
IT’S BACK! Thought you’d missed out in 2020? Fear not, Pitch360 is back, but not as you know it! Join...
13
Jul
FinTech Investor Office Hours Week: 13 -17 July 2020
Location: Google Hangout sent after registering
  Innovate Finance and over 15 VC and CVCs have come together to take part in the FinTech Investor Office...
14
Jul
Building FinTech Bridges: Why cross-border collaboration is key to financial inclusion in SE Asia
Location: BrightTalk
With a population of 570 million and a GDP expected to grow to $4.7 trillion by 2025, the six largest...