WealthOS is a cloud-native platform that enables wealth management firms to rapidly develop and deploy digital products using a modular architecture and Unified API, achieving implementation three times faster and at 40% lower total cost of ownership. The platform addresses the inefficiencies of traditional wealth management systems by providing seamless integrations and reducing operational costs, allowing firms to focus on client acquisition and service enhancement.
Funding
$7M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Wealth management firms face challenges in rapidly developing and deploying digital products due to the complexities and inefficiencies of traditional wealth management systems. These legacy systems often lack seamless integrations, resulting in high operational costs and hindering firms' ability to focus on client acquisition and service enhancement.
Solution
WealthOS offers a cloud-native platform designed to enable wealth management firms to accelerate the development and deployment of digital products. The platform utilizes a modular architecture and Unified API, providing the building blocks necessary to assemble, test, and deploy digital wealth products efficiently. By offering seamless integrations and reducing the costs associated with service, change management, and maintenance, WealthOS allows firms to optimize their technology and operational expenses. This enables them to allocate more resources towards client acquisition, improve client servicing, and cater to the evolving needs of a multi-generational client base through product expansion and omni-channel servicing.
Target Audience
WealthOS primarily targets wealth management firms seeking to rapidly develop and deploy digital products, optimize technology and operational costs, and improve client servicing and acquisition.
Features
- Modular architecture enabling rapid assembly and deployment of digital wealth products.
- Unified API providing seamless integrations with existing systems.
- Cloud-native infrastructure ensuring scalability and resilience.
- Comprehensive feature set for running digital wealth products on a single platform.
- Solutions for transfer management, pensions drawdown, projections & illustrations, and fees & billing.