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Insights

Strong Industry Recognition WealthObjects has been recognized as the Best Digital Investment Platform and Most Innovative FinTech, indicating its potential to attract innovative and forward-thinking wealth management firms seeking award-winning technology solutions.

Niche Market Focus With a specialized platform tailored for wealth management firms, WealthObjects offers opportunities to engage clients efficiently, appealing to mid-sized companies looking to enhance online customer experience and streamline workflows.

Growth Potential While current revenue is modest, the company’s partnerships and award-winning status suggest significant room for expansion within the digital wealth management space, appealing to investors and firms seeking innovative fintech solutions.

Technology Stack Focus WealthObjects employs a modern, secure, and integrated tech stack including AngularJS, Cloudflare, and Joomla, making it attractive to firms emphasizing robust, scalable, and secure digital platforms.

Strategic Partnerships Its recent collaboration with the Personal Finance Society demonstrates an active approach to building key industry relationships, providing avenues for joint marketing or client acquisition collaborations.

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

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 December 2025, WealthObjects has approximately 14 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

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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