WealthOS

WealthOS is a London-based fintech company founded in 2019, specializing in cloud-native SaaS solutions for digital wealth management. The company offers a modular, API-first wealth management platform that enables financial institutions to rapidly develop and deploy digital investment products, such as General Investment Accounts and Stocks and Shares ISAs. WealthOS emphasizes equitable financial access through scalable digital infrastructure and operates with a distributed team across the UK and Sri Lanka.

The platform features automated workflows for processes like transfer management and fee billing, and its cloud-native architecture is designed for scalability and cost efficiency. WealthOS aims to accelerate product launches by three times compared to traditional solutions, simplifying integration with a unified API. The company serves wealth managers, asset managers, and financial institutions looking to optimize operational costs and expand their distribution channels. With a mission to democratize wealth management technology, WealthOS focuses on providing cost-effective digital transformation for institutions of all sizes.