WealthOS offers a composable, cloud-native software platform designed to enable wealth management firms to deliver digital, omni-channel financial products and services. The company provides cloud-native and API retail pensions (SIPP) technology. WealthOS was selected by Quai Digital as its strategic technology partner. It was established in 2019 and is based in London, UK. In June 2024 WealthOS closed a €4.6M seed round. The company plans to use the funds to further develop its platform, expand distribution, and scale its organization to support a robust client pipeline.

Total raised

$5M

Funding rounds

1

Latest round

Seed

Latest activity

Jun 2024