WealthObjects
Created in 2014
Up & running (A)
Existing signals show a regular activitySocial networks
506 685Activities
Technologies
Entity types
Location
Minories, City of London, London EC3N 1LS, UK
London
United Kingdom
Employees
Scale: 11-50
Estimated: 13
Engaged catalyst
5
0 0Added in Motherbase
3 years, 7 months ago
Value proposition
Modern Wealth Platform: With Integrated Manager CRM and Investor Portal
Modern Wealth Management Platform: With Integrated CRM and Client Experience Portal
Our highly secure white-label platform provides an intuitive Company Manager Portal and an engaging Client Investor Portal, enabling firms to operate their entire client workflow management efficiently and deliver superior online customer experience.
SaaS, B2B, Hybrid Advisory, Wealth Management Software, CRM for Financial Services, Advisor Software, Self-service Investor Customer Portals, WealthTech, InvestTech, AdviceTech, Advisor CRM, Financial Planning, Portfolio Management, Digital Advice, and Direct Investing Software
Home | WealthObjects - Modern Holistic Wealth Advisory Platform
https://www.wealthobjects.com/
| Catalyst | Type | Tweets | Articles | |
|---|---|---|---|---|
 Rise, created by Barclays Financial Services | Rise, created by Barclays Financial Services | Other 27 Apr 2017 | | |
 PwC Consulting, audit, IT Services and IT Consulting | PwC Consulting, audit, IT Services and IT Consulting | Other 19 Mar 2025 | | |
 Gartner Consulting, Information Services | Gartner Consulting, Information Services | Not capitalistic Partnership Event 2 Nov 2018 | | |
 European Parliament European Union, Political Organizations | European Parliament European Union, Political Organizations | Not capitalistic Not partnership Event 12 Apr 2017 | | |
 HSBC Bank, Financial Services | HSBC Bank, Financial Services | Not capitalistic Not partnership Event 11 Jul 2018 | | |