WealthObjects
WealthObjects provides a modular, AI-powered, white-label SaaS platform for wealth managers, investment managers, insurers, banks, and fintechs, unifying CRM, onboarding, financial planning, investing, compliance, and client portals under a single deployable system across the UK, UAE, Asia, Europe, the USA, and Africa.
- Company typePrivate
- Founded2015
- HeadquartersLondon, United Kingdom
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What WealthObjects does
WealthObjects is a UK-based, employee-owned software company founded in 2015 that builds a modular, cloud-native, white-label wealth management platform for financial institutions. The platform unifies CRM, client onboarding, financial planning, investment management, compliance, and client portals into a single deployable system, targeting wealth managers, investment managers, insurance companies, banks, fintechs, and financial advisers. Its modular architecture allows clients to deploy individual capabilities (Onboarding, Planning, Investing, Reporting, Engagement, CRM, AI Engine) either independently or as a fully integrated end-to-end solution, branded under the client's own identity.
The underlying technology stack is built around REST APIs with flexible deployment options including SaaS, cloud-native, and on-premise. The platform holds ISO 9001:2015 and ISO 27001:2022 certifications, is GDPR compliant, and integrates with KYC/AML providers (notably LSEG World-Check and IDV), custodians, DocuSign, Microsoft and Google Workspace, and risk profiling providers. AI capabilities span natural language querying of client data, autonomous AI agents, generative AI for meeting summaries and client recommendations, process automation across onboarding and compliance workflows, and a recommendation engine for personalised planning. A dedicated AI Engine module offers custom AI agent development with full client IP ownership, and a fully AI-powered SaaS platform was launched in Q2 2025.
Revenue is generated through enterprise SaaS subscriptions priced on a quote basis tied to client requirements, AUM, user count, and modules deployed, typically structured as multi-year contracts. Go-to-market combines direct enterprise field sales, white-label/OEM embedding (most notably Nedbank in South Africa), and channel partnerships with PwC, CISI, and LSEG. The company operates from London with a wholly owned India subsidiary and serves clients across the UK, UAE, Asia, Europe, the USA, and Africa. Notable partnerships include OCBC (APAC distribution), PwC (insurance implementation), and CISI (industry credibility), and the firm has been named in the WealthTech100 list for seven consecutive years (2020-2026).
WealthObjects firmographics
Firmographics- Name
- WealthObjects
- Legal name
- Wealth Objects Limited
- Website
- https://wealthobjects.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- WealthObjects provides a modular, AI-powered, white-label SaaS platform for wealth managers, investment managers, insurers, banks, and fintechs, unifying CRM, onboarding, financial planning, investing, compliance, and client portals under a single deployable system across the UK, UAE, Asia, Europe, the USA, and Africa.
- Ownership category
- akta.pro rank
WealthObjects industry classification
Industry- Product category
- Wealth Management Software
- NAICS
- Software Publishers (513210), Portfolio Management and Investment Advice (523940)
- SIC
- Services-Prepackaged Software (7372), Investment Advice (6282)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
Keywords
Where WealthObjects is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
WealthObjects business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS Subscription: Recurring subscription-based revenue model providing access to the cloud-native platform, with pricing based on AUM, number of users, or modules deployed. Enterprise contracts typically multi-year with annual billing.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Multi-year contract | Enterprise subscription - Custom pricing based on client requirements |
Go-to-market motion5 records
Distribution channels2 records
Marketing channels5 records
WealthObjects product offering
Product offeringCore offering
WealthObjects builds and sells a modular, AI-powered white-label SaaS wealth management platform that unifies CRM, client onboarding (with KYC/AML and e-signature), financial planning, investment/portfolio management, compliance, and a client portal into a single cloud-native system. It is sold via multi-year enterprise subscriptions to banks, wealth managers, investment managers, insurers, and FinTechs, with pricing based on AUM, users, and modules deployed, and is offered both as a direct platform and as a white-label/OEM embed (e.g., Nedbank).
Product overview
WealthObjects offers a modular, AI-powered white-label wealth platform architecture comprising the core WealthObjects Core Platform and WealthObjects Custom Platform, with the subsidiary UK Adviser platform AdviceObjects. The platform unifies CRM, financial planning, portfolio management, onboarding, compliance, client portals, and AI-powered automation into one integrated solution. Individual modules (Onboarding, Planning, Investing, Reporting, Engagement, CRM) can be deployed independently or as a full end-to-end platform, all tailored to each firm's requirements and branded as their own. The AI Engine provides custom AI agent development and deployment capabilities.
Differentiator
Problem solved
Functional benefit
Brands
- AdviceObjects: WealthObjects' owned UK Adviser practice management CRM and Client Portal App software that enables firms to flexibly deliver advice in-person, entirely online or in a hybrid manner.
- Gainns.com
Products and services
- WealthObjects Core Platform Modular AI-powered white-label wealth management platform that unifies CRM, onboarding, financial planning, investing, compliance, and client portals for banks, wealth managers, insurers, and investment institutions.
- WealthObjects Custom Platform Tailored digital wealth and investment platform built for specific firm requirements with full branding, custom development, and flexible deployment options including SaaS, REST API modules, cloud-native, and on-premise solutions.
- AdviceObjects Fully owned UK Adviser platform operating as a SaaS product combining practice management CRM and Client Portal App, enabling firms to deliver advice in-person, entirely online, or in a hybrid manner.
- AdviceObjects Mobile App Mobile client portal application for UK advisers powered by WealthObjects technology that enables advisers to stay connected with clients on-the-go at no additional cost.
- WealthObjects AI Engine Custom AI capability service that identifies use cases, develops tailored AI agents, and deploys them embedded in firm workflows with full client IP ownership, supporting natural-language querying, autonomous agents, and personalised recommendations.
Quantifiable outcome
- WealthTech100 recognized for 7 consecutive years (2020-2026)
Companies that use WealthObjects
Customer profileNamed customers2 records
Segments6 records
Ideal customer profiles4 records
WealthObjects technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration7 records
AI capability8 records
Feature4 records
WealthObjects partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and flagship.
- LSEG (London Stock Exchange Group)coreLSEG provides KYC/AML/Sanctions monitoring capabilities integrated into the WealthObjects platform, enabling clients to meet regulatory compliance requirements for client onboarding and ongoing monitoring.
- CISI (Chartered Institute for Securities & Investment)flagshipCISI partnership positions WealthObjects as a Financial Planning Supporter, involving collaborative webinars and educational content for CISI members in the wealth management sector.
- NedbankflagshipNedbank, a major South African banking institution, white-labels the WealthObjects platform to power their digital advice and robo-advice platform, demonstrating enterprise-grade deployment capability.
- OCBCcoreOCBC (Oversea-Chinese Banking Corporation) partnership through the OCBC Open Vault Accelerator program, supporting innovation and technology development in digital banking.
- PwCcorePwC partnership through the Scale InsurTech 2025 program, providing implementation and consulting support for insurance technology deployments using the WealthObjects platform.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
WealthObjects competitors and assessment
Company assessmentDirect peers
- Envestnet: Major US-headquartered wealth management platform offering advisor technology, portfolio management, and data analytics. Directly comparable as a technology provider serving financial advisers and wealth managers with an integrated software suite.
- InvestCloud: Digital wealth management platform providing front-, middle-, and back-office solutions to wealth and investment managers globally. Closely comparable to WealthObjects in modular, white-label advisor technology and AI-enabled client experiences.
- Avaloq (Adenza): Swiss-headquartered provider of wealth and banking software, now part of Thoma Bravo's Adenza group. Directly comparable as an end-to-end wealth management platform serving banks and wealth managers across multiple geographies.
- SS&C (Advent/Black Diamond): SS&C provides wealth and investment management technology including Advent and Black Diamond platforms. Directly comparable as a provider of CRM, portfolio management, reporting, and client portal tools to wealth managers and advisers.
- Profile Software: Specialist wealth and investment management software vendor serving banks, asset managers, and advisory firms. Comparable as a niche competitor offering modular front-to-middle office platforms to wealth managers in Europe, the Middle East, and Asia.
- CREALOGIX: Swiss digital banking and wealth software provider offering client onboarding, advisory, and portfolio management tools. Comparable as a digital wealth platform serving banks and wealth managers with a similar modular SaaS orientation.
Broad incumbents
- Temenos: Large listed banking software provider offering wealth and private banking modules alongside its core banking platform. Comparable as a broader incumbent selling integrated front-to-back wealth technology to banks globally.
- Finastra: Large financial software vendor serving banks and wealth managers with core, digital, and wealth solutions. Comparable as a broad incumbent offering modular platforms with overlap in digital wealth, onboarding, and CRM capabilities.
Emerging players
- Backbase: Digital banking and wealth engagement platform focused on customer experience, onboarding, and client journeys for banks. Comparable overlap with WealthObjects in onboarding, client portals, and digital engagement modules for banks and wealth firms.
Peers
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
WealthObjects social profiles
Digital presenceWealthObjects compliance and trust
Trust signalCompliance4 records
WealthObjects financial estimates
Financial estimateRevenue estimate
Valuation estimate
WealthObjects leadership team
Management profileNumber of profiles
Profiles4 records
WealthObjects subsidiaries and ownership
Company hierarchySubsidiaries2 records
WealthObjects funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
WealthObjects M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about WealthObjects
What does WealthObjects do?
WealthObjects builds and sells a modular, AI-powered white-label SaaS wealth management platform that unifies CRM, client onboarding (with KYC/AML and e-signature), financial planning, investment/portfolio management, compliance, and a client portal into a single cloud-native system. It is sold via multi-year enterprise subscriptions to banks, wealth managers, investment managers, insurers, and FinTechs, with pricing based on AUM, users, and modules deployed, and is offered both as a direct platform and as a white-label/OEM embed (e.g., Nedbank).
Is WealthObjects a public or private company?
WealthObjects is a private company. It is classified as management employee owned and is currently operating.
When was WealthObjects founded?
WealthObjects was founded in 2015. It employs 11 to 50 people.
Where is WealthObjects based?
WealthObjects is headquartered in London, United Kingdom, in the Europe region.
How does WealthObjects make money?
One revenue line is on record: saaS Subscription.
Who are WealthObjects's main competitors?
Direct peers on record are Envestnet, InvestCloud, Avaloq (Adenza), SS&C (Advent/Black Diamond), Profile Software and CREALOGIX. Broad incumbents are Temenos and Finastra. Backbase is listed as an emerging player. Salesforce Financial Services Cloud is listed as a peer.
Does WealthObjects have an API?
Yes. WealthObjects offers flexible APIs to integrate with client systems, automate workflows, and embed AI-driven capabilities. The platform supports API integration with existing technology stacks, allowing firms to modernise operations, enhance user experiences, and scale efficiently. Custom integration requests are allowed.
What industry is WealthObjects in?
WealthObjects's product category is Wealth Management Software. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech). Its NAICS code is 513210 and its SIC code is 7372.