Founded in 2019, WealthOS is a financial technology company that offers a Platform-as-a-Service (PaaS) solution to accelerate digital transformation for the wealth management industry. Its mission is to make wealth management more accessible by providing a robust, scalable, and modular "operating system" that enables companies to quickly launch and scale next-generation investment products. The platform covers the full lifecycle of a client's wealth management journey, from digital onboarding to managing investments and tax wrappers.

Founded in

United Kingdom