Wealthify
Curated by SignalRobo-advisory platform offering transparent investment options for individuals.
Overview
Wealthify is a fintech company that offers robo-advisory services aimed at wealth managers. The platform provides automated investment advice and portfolio management, employing algorithms to construct diversified portfolios that reflect client risk tolerance and financial goals. It targets individual investors and features an online interface for managing ISAs, junior ISAs, general investment accounts, and pensions. Wealthify addresses the demand for transparency and simplicity in investment options, allowing users to make informed decisions. The platform includes features such as instant tax relief and low management fees. Wealthify is backed by Aviva, which contributes to its credibility in the financial services sector.
Key facts
- Founded
- 2014
- Headquarters
- Penarth, United Kingdom
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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Open roles
13 rolesCASS Analyst
Penarth, Wales, United Kingdom · On-site · Volunteer
Senior Digital Marketing Manager
Penarth, Wales, United Kingdom · On-site · Volunteer
Head of Engineering
Penarth, Wales, United Kingdom · On-site · Volunteer
