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Wealthify

Category
Startup

Vertical
Personal Financial Management, Wealth management

Location
Cardiff, Wales

Wealthify is an online investment service that makes your money work as hard as you do. You don’t need any previous investing experience, we use human investment experts combined with smart technology to build and manage an Investment Plan for you. Wealthify was backed by Aviva in 2017 and Wealthify now powers Aviva’s simple online investing service available on Aviva websites and member portal. Wealthify has launched a B2B2C proposition and is looking for partnerships with businesses that seek to add an online investment service to their current proposition.

Team Members

Michelle Pearce-Burke

Co-Founder & Chief Investment Officer

Richard Avery-Wright

Co-Founder and Director

Richard Theo

FinTech Envoy for Wales, CEO & Co-Founder, Wealthify

Upcoming Events

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...
18
Dec
Innovate Finance Member Christmas Party
Its the most wonderful time for a beer So come join your FinTech family for an evening of Christmas festivities,...
18
Dec
National Pitch Day
Location: Central London Location
Our partners in the FinTech National Network, which includes Innovate Finance, are looking forward to our inaugural National Pitch Day...