Wealth Wizards
Curated by SignalRobo-advisory platform enhancing wealth management through automated financial advice.
Overview
Wealth Wizards is a fintech company that specializes in providing robo-advisory services aimed at wealth managers. The company offers a digital financial advice platform and MyEva, a fully regulated digital adviser, which are designed to assist financial services organizations and intermediaries in improving client engagement and financial wellbeing. Wealth Wizards utilizes advanced technologies, such as machine learning and artificial intelligence, to automate investment advice and portfolio management, thereby enabling wealth managers to offer personalized services more efficiently. The company's solutions are intended to meet the demand for accessible financial guidance, including comprehensive health checks and support for investments, pensions, and retirement planning. Additionally, the platform's API allows for integration with other systems, potentially enhancing the client experience.
Key facts
- Founded
- 2009
- Headquarters
- Leamington Spa, United Kingdom
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 8 products and services
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Contact
- Primary office
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- Phone
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Open roles
6 rolesFinancial Planning Consultant
United Kingdom · On-site · Internship
Software Engineer
United Kingdom · On-site · Volunteer
Financial Planner
United Kingdom · On-site · Full-time
