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Insights

Innovative Recognition WealthObjects has been consistently recognized as a top innovator in FinTech, including six consecutive years on the WealthTech100 list and multiple awards for digital investment platforms and client communication solutions. This demonstrates a strong reputation for cutting-edge digital transformation and a reputation for delivering future-ready financial technology, presenting an opportunity to target firms seeking proven innovative solutions.

Strong Industry Awards The company's multiple awards at regional and international levels, such as the Wealth Management and Technology Awards in Asia and the Americas, highlight its competitive edge in delivering award-winning digital platforms. This positioning can attract organizations aiming to elevate their client engagement and operational efficiency through award-winning fintech solutions.

Partnerships & Networking Recent collaboration with the Personal Finance Society indicates opportunities for expanding strategic partnerships and embedding WealthObjects’ platform within broader financial advisory and wealth management networks. Engaging with similar industry associations could open doors to new client segments and co-marketing avenues.

Focus on Digital Excellence With a proven digital wealth platform and AI-powered modules, WealthObjects appeals to firms seeking to modernize their client management and operational workflows. Companies in the wealth, investment, and insurance sectors that are accelerating their digital transformation initiatives present ideal prospects.

Market Position & Expertise Although currently generating modest revenue, WealthObjects’ extensive industry recognition, advanced tech stack, and consistent award wins position it as an attractive partner for financial firms wanting innovative, award-winning technology solutions to differentiate and enhance their offerings in a competitive market.

WealthObjects Tech Stack

WealthObjects uses 8 technology products and services including Leadinfo, Crazy Egg, Linkedin Insight Tag, and more. Explore WealthObjects's tech stack below.

  • Leadinfo
    Analytics
  • Crazy Egg
    Analytics
  • Linkedin Insight Tag
    Analytics
  • Cloudflare
    Content Management System
  • Joomla
    Content Management System
  • AngularJS
    Javascript Frameworks
  • reCAPTCHA
    Security
  • Apache
    Web Servers

WealthObjects's Email Address Formats

WealthObjects uses at least 1 format(s):
WealthObjects Email FormatsExamplePercentage
First.Last@wealthobjects.comJohn.Doe@wealthobjects.com
44%
First@wealthobjects.comJohn@wealthobjects.com
6%
First.Last@wealthobjects.comJohn.Doe@wealthobjects.com
44%
First@wealthobjects.comJohn@wealthobjects.com
6%

Frequently Asked Questions

Where is WealthObjects's headquarters located?

Minus sign iconPlus sign iconWealthObjects's main headquarters is located at London, England United Kingdom. The company has employees across 2 continents, including AsiaEurope.

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

Minus sign iconPlus sign iconWealthObjects's official website is wealthobjects.com and has social profiles on LinkedIn.

What is WealthObjects's SIC code NAICS code?

Minus sign iconPlus sign iconWealthObjects's SIC code is 7372 - Prepackaged Software NAICS code is 5415 - Computer Systems Design and Related Services.

How many employees does WealthObjects have currently?

Minus sign iconPlus sign iconAs of March 2026, WealthObjects has approximately 15 employees across 2 continents, including AsiaEurope. Key team members include Ceo & Founder: U. N.Coo: P. C.Lead Ui Developer: V. L. K. A.. Explore WealthObjects's employee directory with LeadIQ.

What industry does WealthObjects belong to?

Minus sign iconPlus sign iconWealthObjects operates in the Technology, Information and Internet industry.

What technology does WealthObjects use?

Minus sign iconPlus sign iconWealthObjects's tech stack includes LeadinfoCrazy EggLinkedin Insight TagCloudflareJoomlaAngularJSreCAPTCHAApache.

What is WealthObjects's email format?

Minus sign iconPlus sign iconWealthObjects's email format typically follows the pattern of First.Last@wealthobjects.com. Find more WealthObjects email formats with LeadIQ.

When was WealthObjects founded?

Minus sign iconPlus sign iconWealthObjects was founded in 2015.

WealthObjects

Technology, Information and InternetEngland, United Kingdom11-50 Employees

WealthObjects is a B2B Financial Technology company that offers AI-Powered Unified Wealth Platform: With Integrated CRM and Client Experience Portal. We help wealth, investment, and insurance firms with digital and AI using our unified platform.

The secure platform provides an intuitive Manager Portal and an engaging Investor Portal, enabling firms to operate their entire client workflow management efficiently and deliver superior digital customer experience.

Selected for the WealthTech100 list for six consecutive years (2020–2025), recognising WealthObjects as one of the top 100 innovative global companies driving digital transformation in wealth and asset management.

Winner at the Wealth Management and Technology Asia Awards 2022 for Digital (Advice) Product or Platform, highlighting superior technology and future-ready digital business models.

Winner at the Wealth Management and Technology Americas Awards 2022 for Client Communication Solution, showcasing our innovation and commitment to customer experience.

Finalist at the European Wealth Management and Technology Awards 2019 in four categories, reflecting our innovative digital solutions across financial services.

Winner at the European Wealth Management and Technology Awards 2018 for Digital Wealth Platform and Innovative FinTech Solution, reinforcing our leadership in digital transformation.

Winner of Best Artificial Intelligence and Robotics Project 2018 for the Extraordinary Life robo-advice solution powered by WealthObjects.

Finalist in the Eye on Innovation Award 2018 for Financial Services (EMEA) with the Extraordinary Life – Digital Advice solution.

Selected exhibitor among the Top 100 UK FinTech firms at the International FinTech Conference 2017, showcasing our prominence in the FinTech sector.

Recognised among the Top 100 European FinTech Companies 2016, highlighting our early innovation and influence in the FinTech space.

Section iconCompany Overview

Headquarters
London, England United Kingdom
Website
wealthobjects.com
SIC Code
7372 - Prepackaged Software
NAICS Code
5415 - Computer Systems Design and Related Services
Founded
2015
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M

    WealthObjects's revenue is estimated to be in the range of $1M

Section iconFunding & Financials

  • $1M

    WealthObjects's revenue is estimated to be in the range of $1M

Company Leadership

  • Stylized image of a person
    U. N.
    Ceo & Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. C.
    Coo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    V. L. K. A.
    Lead Ui Developer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. B.
    Senior Team Lead
    Phone icon
    Mobile Phone
  • Stylized image of a person
    V. K. P.
    Senior Technical Architect
    Phone icon
    Mobile Phone

Employee Directory

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