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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

Upcoming Events

05
Jun
Policymaker Series: Simon McDougall, Executive Director for Technology, Policy & Innovation, ICO
Location: Deloitte Fusion, WeWork Waterhouse Square, Building 3, 138 Holborn, London EC1N 2SW
Join us on Wednesday 5th June for an interactive discussion, with Simon McDougall, Executive Director for Technology, Policy & Innovation...
12
Jun
Money Talks: VCs Take The Stage
Location: WeWork Waterhouse Square, 138 Holborn, London EC1N 2SW
Entrepreneurs go to VCs for money. But what if the tables were turned and investors had to pitch to entrepreneurs?...
21
Jun
Financial Inclusion Hack – A 48 Hour Hackathon to Bank the UnBanked
Location: Royal Bank of Scotland HQ 175 Glasgow Road, Edinburgh, EH12 9SB
Hosted by Founders of the Future : Powered by RBS and Innovate Finance According to the Financial Inclusion Commission, there...