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Shaping the future in Wealth & Investing with Digital & AI innovation
We help financial institutions transform through intelligent, flexible, and scalable digital solutions.
Our mission is to become a trusted long-term partner for firms looking to launch scalable and profitable digital and hybrid business models.
Our team brings decades of combined experience across investments, finance, and regulations. This unparalleled expertise allows us to design solutions tailored to each client’s needs.
As an independent company, our commitment is to our clients’ success above all else. We proudly build all our technology in-house to deliver a seamless, bespoke platform.
With a strong culture rooted in expertise and service, WealthObjects partners with firms to shape the future of wealth and investment management.
Recognition
Our Team
EMBA, Master's in Investments, Commerce & Computer Applications Graduate
Master's in Human Resources Management, Commerce & Computer Applications Graduate
Master's in Computer Applications, Mathematics, Physics and Chemistry Graduate
Chartered Financial Analyst (CFA), Indian Institute of Technology (IIT) Engineering Graduate
...and supported by a wider team of highly capable professionals across the business.
Why us?
See some of the things that sets us apart
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Certified for ISO 9001:2015 and ISO 27001:2022, ensuring robust quality and security standards.
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We develop our solutions in-house, providing swift training and support with full knowledge.
Offering integrated SaaS, REST API modules, cloud-native, and on-premise solutions for flexibility.
Experienced in financial services, serving clients from enterprise to owner-led firms with expertise.
Our flexible technology enables custom digital propositions to help clients differentiate.
Independent and employee-owned, focusing on long-term partnerships and client success.
We innovate and support clients' digital strategies from planning to execution.
Providing ongoing, personalised support and continuous platform enhancements for clients.
Platforms
WealthObjects Core Platform
WealthObjects Custom Platform
WealthObjects also operates a fully owned UK Adviser platform under the trading name AdviceObjects.
