Proprietary Platform Launch Wealthify recently launched a new proprietary platform to enhance its capabilities for expansion and growth. This presents an opportunity to target businesses looking for innovative financial services solutions.

New CEO Appointment Richard Ambrose, a seasoned professional, was appointed as the CEO of Wealthify. This executive change can be leveraged to reach out to businesses looking for leadership stability and strategic direction from their financial services providers.

Partnership with ClearBank Wealthify partnered with ClearBank to introduce an instant-access savings account, expanding its service offerings. This collaboration opens doors for targeting customers seeking easy and quick access to their savings.

Financial Education Initiative Wealthify's partnership with Young Enterprise to improve financial education in schools showcases its commitment to community impact. This initiative can be used to engage with socially responsible organizations looking to support educational initiatives.

Revenue and Funding Profile With a revenue ranging from $0 to $10M and funding of $854K, Wealthify's financial standing positions it as a potential partner for businesses seeking cost-effective financial services solutions. This insight can be used to target startups and mid-sized companies looking for tailored financial offerings.