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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

Fully-Regulated Digital Independent Financial Adviser Launches

Read

Wealth Wizards Appoints Scanes Bentley as Chairman

Read

What’s on the agenda for pensions in 2019

Read

Upcoming Events

21
Nov
Digital Marketing Workshop with SCube Digital
Have you got clarity on your digital marketing for 2020? Innovate Finance will be hosting a Digital Marketing Workshop with...
28
Nov
Women in FinTech Power Hour with Kay Swinburne, KPMG
Location: London
As part of the Innovate Finance’s Women in FinTech initiative, we are delighted to announce that our next Power Hour...
11
Dec
Women in FinTech Power Hour with Emilie Bellet, Vestpod
We are delighted to announce that our December Power Hour session will be hosted in conjunction with Lloyds Banking Group on...