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Insights

Recent PartnershipsWealth Wizards has recently partnered with INK group and Ricoh UK, showcasing an openness to collaboration and expanding their market reach. Leveraging these partnerships could lead to new sales opportunities through cross-promotion or bundled services.

Industry RecognitionWealth Wizards' innovative MyEva financial wellbeing service has gained recognition in various sectors like FMCG and luxury retail. Highlighting these success stories in sales pitches can resonate with potential clients looking for cutting-edge financial advice solutions.

Key Personnel ImpactThe appointment of industry veterans like Ben Hampton as Chief Executive and Chief Product Officer indicates strong leadership and expertise within Wealth Wizards. Leveraging the credibility of these leaders can help sales teams build trust and credibility with potential clients.

Market ExpansionLaunching tailored solutions for Master Trusts and collaborating with companies like Royal London demonstrate Wealth Wizards' commitment to addressing diverse market needs. Identifying and targeting specific market segments based on these initiatives can lead to tailored sales strategies for higher conversions.

Tech-Driven DifferentiationWealth Wizards' use of cutting-edge technologies like Chart.js and NoSQL sets them apart in the financial advice industry. Emphasizing the technological advantages of their platforms during sales presentations can appeal to tech-savvy clients seeking innovative solutions.

Wealth Wizards Tech Stack

Wealth Wizards uses 8 technology products and services including OneTrust, PostgreSQL, Figma, and more. Explore Wealth Wizards's tech stack below.

  • OneTrust
    Cookie Compliance
  • PostgreSQL
    Database
  • Figma
    Design
  • Next.js
    Javascript Frameworks
  • Modernizr
    Javascript Libraries
  • Provide Support
    Live Chat
  • Microsoft
    Miscellaneous
  • OpenResty
    Web Servers

Media & News

Wealth Wizards's Email Address Formats

Wealth Wizards uses at least 1 format(s):
Wealth Wizards Email FormatsExamplePercentage
First.Last@wealthwizards.comJohn.Doe@wealthwizards.com
85%
First@wealthwizards.comJohn@wealthwizards.com
8%
First.Middle@wealthwizards.comJohn.Michael@wealthwizards.com
5%
Last@wealthwizards.comDoe@wealthwizards.com
2%

Frequently Asked Questions

Where is Wealth Wizards's headquarters located?

Minus sign iconPlus sign iconWealth Wizards's main headquarters is located at Wizards House 8 Athena Court, Tachbrook Park Leamington Spa, Warwickshire CV34 6RT GB. The company has employees across 3 continents, including EuropeNorth AmericaAfrica.

What is Wealth Wizards's official website and social media links?

Minus sign iconPlus sign iconWealth Wizards's official website is wealthwizards.com and has social profiles on LinkedIn.

How much revenue does Wealth Wizards generate?

Minus sign iconPlus sign icon As of November 2024, Wealth Wizards's annual revenue reached $35M.

What is Wealth Wizards's NAICS code?

Minus sign iconPlus sign iconWealth Wizards's NAICS code is 52 - Finance and Insurance.

How many employees does Wealth Wizards have currently?

Minus sign iconPlus sign iconAs of November 2024, Wealth Wizards has approximately 99 employees across 3 continents, including EuropeNorth AmericaAfrica. Key team members include Chief Executive Officer: B. H.Chief Technology Officer: P. M.Chief People & Operations Officer: L. S. A. C.. Explore Wealth Wizards's employee directory with LeadIQ.

What industry does Wealth Wizards belong to?

Minus sign iconPlus sign iconWealth Wizards operates in the Financial Services industry.

What technology does Wealth Wizards use?

Minus sign iconPlus sign iconWealth Wizards's tech stack includes OneTrustPostgreSQLFigmaNext.jsModernizrProvide SupportMicrosoftOpenResty.

What is Wealth Wizards's email format?

Minus sign iconPlus sign iconWealth Wizards's email format typically follows the pattern of . Find more Wealth Wizards email formats with LeadIQ.

When was Wealth Wizards founded?

Minus sign iconPlus sign iconWealth Wizards was founded in 2009.
Wealth Wizards

Wealth Wizards

Financial ServicesWarwickshire, United Kingdom51-200 Employees

Wealth Wizards was founded in 2009 with one aim: to use technology to make expert financial advice affordable and accessible to everyone. Our flagship software-as-a-service (SAAS) platform, Turo, is pioneering the automation of financial advice in the UK, establishing a reputation in the corporate and workplace markets.

Our financial advice engine, which we call the “intelligent automation inside the advice industry”, has evolved into Wealth Wizards’ own brand of digital guidance and advice, MyEva, and has been adopted by market leaders in fast-moving consumer goods (FMCG), luxury retail and central government. 

MyEva and Wealth Wizards are trading names of Wealth Wizards Benefits Limited which is authorised and regulated by the Financial Conduct Authority and is entered on the FCA Register under reference 596641.

Section iconCompany Overview

Headquarters
Wizards House 8 Athena Court, Tachbrook Park Leamington Spa, Warwickshire CV34 6RT GB
Website
wealthwizards.com
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $10M$50M

    Wealth Wizards's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    Wealth Wizards's revenue is in the range of $10M$50M

Company Leadership

  • Stylized image of a person
    B. H.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. M.
    Chief Technology Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. S. A. C.
    Chief People & Operations Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. V. A.
    Chief Financial Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. Y.
    Chief Product Officer
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    C. A.
    Executive Assistant To Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. M.
    Executive Assistant To Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. C.
    Founder And Chief Development Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. Y.
    Chief Product Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. V.
    Co-Founder. Chief Strategy Officer
    Phone icon
    Mobile Phone

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