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.
Insights
Award-Winning Investment Platform Wealthify has been recognized as the Best Investment Platform for Beginners at the YourMoney.com Investment Awards 2024, showcasing its appeal to novice investors and presenting a sales opportunity to target this market segment.
Proprietary Platform Launch The recent launch of Wealthify's proprietary platform marks a significant expansion in capabilities, indicating a focus on scaling and business growth. This advancement presents a strategic sales opportunity to cater to a wider audience with enhanced services.
New CEO Appointment The appointment of Richard Ambrose as CEO brings new leadership and direction to Wealthify. Leveraging this change, sales development representatives can explore potential partnerships, product innovations, and market expansions under his leadership.
Strategic Partnership with ClearBank Wealthify's partnership with ClearBank to launch an instant-access savings account demonstrates a commitment to innovation and customer-centric services. This collaboration opens up sales avenues to promote the new savings account and reach a broader customer base.
Competitive Landscape Insight Analyzing similar companies like FutureAdvisor, Scalable Capital, and Personal Capital provides valuable insights into market positioning and key competitors. This market intelligence can help sales professionals tailor strategies and offerings to differentiate Wealthify in a crowded financial services space.
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Wealthify Tech Stack
Wealthify uses 8 technology products and services including Optimizely, Google Analytics, Firebase, and more. Explore Wealthify's tech stack below.
- OptimizelyA/B Testing
- Google AnalyticsAnalytics
- FirebaseDatabase
- Microsoft WordEditors
- jQuery UIJavascript Libraries
- IntercomLive Chat
- HubSpotMarketing Automation
- TwitterWidgets
Media & News
Wealthify's Email Address Formats
Wealthify uses at least 1 format(s):
| Wealthify Email Formats | Percentage |
| First.Last@wealthify.com | 96% |
| First.Middle@wealthify.com | 2% |
| Last@wealthify.com | 1% |
| First.L@wealthify.com | 1% |
Frequently Asked Questions
Where is Wealthify's headquarters located?
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?
Wealthify's official website is wealthify.com and has social profiles on LinkedIn.How much revenue does Wealthify generate?
As of September 2024, Wealthify's annual revenue reached $7.5M. What is Wealthify's NAICS code?
Wealthify's NAICS code is 52 - Finance and Insurance.How many employees does Wealthify have currently?
As of September 2024, Wealthify has approximately 141 employees across 2 continents, including EuropeNorth America. Key team members include Chief Product Officer: S. H.Chief Technology Officer: M. A.Chief Strategy Officer (interim): E. L.. Explore Wealthify's employee directory with LeadIQ.What industry does Wealthify belong to?
Wealthify operates in the Financial Services industry. What technology does Wealthify use?
Wealthify's tech stack includes OptimizelyGoogle AnalyticsFirebaseMicrosoft WordjQuery UIIntercomHubSpotTwitter. What is Wealthify's email format?
Wealthify's email format typically follows the pattern of . Find more Wealthify email formats with LeadIQ. How much funding has Wealthify raised to date?
As of September 2024, Wealthify has raised $854K in funding. The last funding round occurred on Jun 01, 2017 for $854K.When was Wealthify founded?
Wealthify was founded in 2014.
Company Overview
- Headquarters
- Tec Marina Cardiff, Wales CF64 1SA GB
- Website
- wealthify.com
- NAICS Code
- 52 - Finance and Insurance
- Founded
- 2014
- Employees
- 51-200
Media & News
Funding & 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
Funding & 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
Company Leadership
S. H.Chief Product Officer
M. A.Chief Technology Officer
E. L.Chief Strategy Officer (interim)- F. W.Chief Legal And Governance Officer
- S. A.Chief Marketing Officer
Employee Directory
- S. A.Chief Marketing Officer
- T. F.Cro Specialist/Manager
- A. R.Ceo
- R. F.Head Of Brand Marketing
- J. D.Head Of Data And Analytics
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