Founded in 2009, Wealth Wizards are automating financial advice for the digital age.
Our founding purpose is to make financial advice affordable and accessible to everyone, and this mission and ethos still drives the business forward and is at the heart of all we do.
Our Software as a Service (SaaS) platform provides engaging digital experiences for consumers and powerful tools for financial advisers.
Today, we are one of the UK’s leading financial advice technology providers with a growing B2B customer base including wealth management, Tier-1 banks, pension providers and large insurers in the UK.
Since March 2021 we have been owned by Royal London and we now have a key role to play in advancing their digital strategies.