Wealth Objects
Financial Software · United Kingdom · 11-50 Employees
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Overview
Headquarters
1 King William St, London, Greater Londo...Website
www.wealthobjects.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Wealth Objects
WealthObjects is an AI-powered, modular wealth and advice platform that enables banks, wealth managers, insurers, advisers, and investment firms to create and manage digital and hybrid propositions under their own brand. The platform integrates various functionalities such as CRM, onboarding, KYC/AML checks, and financial planning, streamlining operations and enhancing client experiences. WealthObjects supports a wide range of financial services, helping firms to innovate and adapt to the digital landscape while maintaining control over their investment processes. With a focus on personalized support and flexible solutions, WealthObjects aims to empower its clients to thrive in the evolving financial sector.Explore more
Wealth Objects Org Chart
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WealthObjects is an AI-powered, modular wealth and advice platform that enables banks, wealth managers, insurers, advisers, and investment firms to create and manage digital and hybrid propositions under their own brand. The platform integrates various functionalities such as CRM, onboarding, KYC/AML checks, and financial planning, streamlining ope... Read More
