Insights

Award-Winning Platform Wealthify Limited was recognized as the Best Investment Platform for Beginners at the YourMoney.com Investment Awards 2024, highlighting the company's credibility and user-friendly services, making it an attractive option for new investors.

Platform Expansion The recent launch of Wealthify's proprietary platform signals a significant expansion in its capabilities to cater to a growing customer base, presenting an opportunity for business development professionals to target new client segments seeking enhanced savings and investment services.

New CEO Appointment With the appointment of Richard Ambrose as CEO, Wealthify is poised for strategic leadership and growth under his guidance, offering sales development representatives the chance to engage with a refreshed leadership team to explore potential partnership opportunities.

Strategic Partnerships Wealthify's collaborations with ClearBank Ltd. have resulted in the launch of innovative financial products, such as instant-access savings accounts, providing sales opportunities for professionals interested in offering customers modern and flexible finance options.

Competitive Landscape In the realm of digital investment platforms, Wealthify stands out among similar companies with its unique offerings and targeted customer base. Understanding Wealthify's competitive positioning can guide sales professionals in effectively communicating value propositions to potential clients seeking tailored financial solutions.

Wealthify Tech Stack

Wealthify uses 8 technology products and services including Monetate, Crazy Egg, Figma, and more. Explore Wealthify's tech stack below.

  • Monetate
    A/B Testing
  • Crazy Egg
    Analytics
  • Figma
    Design
  • Microsoft 365
    Email
  • jQuery
    Javascript Libraries
  • LiveChat
    Live Chat
  • HubSpot
    Marketing Automation
  • Facebook
    Widgets

Media & News

Wealthify's Email Address Formats

Wealthify uses at least 1 format(s):
Wealthify Email FormatsExamplePercentage
First.Last@wealthify.comJohn.Doe@wealthify.com
97%
First.Middle@wealthify.comJohn.Michael@wealthify.com
1%
Last@wealthify.comDoe@wealthify.com
1%
First.L@wealthify.comJohn.D@wealthify.com
1%

Frequently Asked Questions

Where is Wealthify's headquarters located?

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Wealthify's main headquarters is located at Tec Marina Cardiff, Wales CF64 1SA GB. The company has employees across 2 continents, including EuropeNorth America.

What is Wealthify's official website and social media links?

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Wealthify's official website is wealthify.com and has social profiles on LinkedIn.

How much revenue does Wealthify generate?

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As of November 2024, Wealthify's annual revenue reached $7.5M.

What is Wealthify's NAICS code?

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Wealthify's NAICS code is 52 - Finance and Insurance.

How many employees does Wealthify have currently?

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As of November 2024, Wealthify has approximately 136 employees across 2 continents, including EuropeNorth America. Key team members include Chief Executive Officer: R. A.Chief Product Officer: S. H.Chief Technology Officer: M. A.. Explore Wealthify's employee directory with LeadIQ.

What industry does Wealthify belong to?

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Wealthify operates in the Financial Services industry.

What technology does Wealthify use?

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Wealthify's tech stack includes MonetateCrazy EggFigmaMicrosoft 365jQueryLiveChatHubSpotFacebook.

What is Wealthify's email format?

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Wealthify's email format typically follows the pattern of . Find more Wealthify email formats with LeadIQ.

How much funding has Wealthify raised to date?

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As of November 2024, Wealthify has raised $854K in funding. The last funding round occurred on Jun 01, 2017 for $854K.

When was Wealthify founded?

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Wealthify was founded in 2014.
Wealthify

Wealthify

Financial ServicesWales, United Kingdom51-200 Employees

Take the hard work out of managing your money with Wealthify. 💰 Download our award-winning app today and find our latest vacancies at www.wealthify.com.

Section iconCompany Overview

Headquarters
Tec Marina Cardiff, Wales CF64 1SA GB
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
51-200

Section iconFunding & Financials

  • $854K

    Wealthify has raised a total of $854K of funding over 4 rounds. Their latest funding round was raised on Jun 01, 2017 in the amount of $854K.

  • $10M

    Wealthify's revenue is in the range of $10M

Section iconFunding & Financials

  • $854K

    Wealthify has raised a total of $854K of funding over 4 rounds. Their latest funding round was raised on Jun 01, 2017 in the amount of $854K.

  • $10M

    Wealthify's revenue is in the range of $10M

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