Overview

WealthObjects

Information by Research Trustfinance

https://www.wealthobjects.com/

Founded in 2015, WealthObjects is a financial technology company that offers a B2B Software-as-a-Service (SaaS) platform for wealth managers, private banks, asset managers, and other financial institutions. Their API-driven, modular platform is designed to help these firms digitize their operations, offering services like robo-advisory, model portfolios, digital client onboarding (KYC), and goal-based investing. The company's mission is to enable traditional financial firms to launch or enhance their digital wealth and investment offerings quickly and cost-effectively.

Founded in
United Kingdom

United Kingdom


Industry

    Technology

  • White Label PlatformPRIMARY
  • Software Development

    Financial

  • Other Service
  • Wealth Management

HQ Location