4 years ago

WealthOS Secures $800,000 Seed Funding to Democratize Wealth Management with SaaS

  • WealthOS, a UK-based wealth management SaaS platform, has raised $800,000 in seed funding

  • The company offers a cloud-native technology platform that makes various financial products accessible

  • The funding will be used to develop its SaaS-based wealth management platform and build upon the private beta launched in late 2020.

    • ProblemFinancial Services

      "Building high-quality digital wealth products on top of wealth tech platforms offered by the established players is prohibitively costly and time-consuming. These platforms are clunky and unsuited for the digital age. The frustration is shared widely across the wealth management industry, but alternatives are non-existent."

      Solution

      "WealthOS is a cloud-native wealth management platform that provides various financial products accessible to all. It is a modular SaaS platform that leverages the latest cloud technologies, such as serverless computing, to inject significant speed, agility, and cost-efficiency to launching and running digital value propositions."

      Covered on