Startup Innovator

Wealth management

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