WealthOS
Company

Last deal

$2.1M
Local Amount - EUR 2.3M

Amount

Seed

Stage

04.06.2024

Date

3

all rounds

$4.4M

Total amount

General

About Company
WealthOS is an enterprise, cloud-native core wealth management SaaS that helps wealth managers and clients achieve their financial goals.

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founded date

21.10.2019

Number of employees

Company Type

For Profit

Last funding type

Seed

IPO status

Private

Description

WealthOS is an API first, cloud-based core wealth management platform that helps wealth managers and clients achieve their financial goals. The platform provides an extensive feature-set and pre-built integration to a marketplace of specialist service providers, allowing wealth managers to launch their digital value proposition faster and cheaper. WealthOS' modular architecture enables wealth managers to use the platform fully or in parts to complement their existing proposition. By leveraging the latest cloud-native technologies, WealthOS provides an upgraded technology infrastructure that accelerates digital adoption and innovation within the wealth management industry. This reduces the time to market for wealth management products and features while also reducing the total cost of ownership.
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