Wealthify

Wealthify

Financial Services

Cardiff, Wales 10,669 followers

Take the hard work out of managing your money with Wealthify. 💰

About us

Take the hard work out of managing your money with Wealthify. 💰 Download our award-winning app today and find our latest vacancies at www.wealthify.com.

Website
http://www.wealthify.com
Industry
Financial Services
Company size
11-50 employees
Headquarters
Cardiff, Wales
Type
Privately Held
Founded
2014
Specialties
Investment Management, ISA Management, Investing, savings, ISAs, Robo-investing, Robo-advice, Wealth Management, Discretionary Wealth Management, Asset Management, Fund Management, Pensions, JISA, and Ethical Investing

Locations

Employees at Wealthify

Updates

  • It’s time for our 2024 wrap-up 🎁 – and boy, has it been a big year for Wealthify! But we’re not planning to rest anytime soon. We’ll be keeping up the momentum in 2025, with many exciting projects already underway. 👀 What we’re looking to bring you next year, however, wouldn’t have been possible without the hard work of all our Wealthifiers, as well as the support from you; the customers who continue to trust us to look after your money for you, and recommend us to others.   So, a massive ‘thank you’ from all of us – and Happy New Year! 🥂 #fintech #financialservices #achivements #goals #teamwork #wales

  • At Wealthify, we’re all for celebrating your achievements – whether they’re big or small. 🙌 And we must admit, there are a lot of things we’ve been proud of this year – such as launching our very first savings product, and building our new internal platform to give customers an even better experience when investing their money with us. But we also want to celebrate the talented and hard-working team of people behind Wealthify, and their own personal achievements too. Because life isn’t just about work, after all! What are you most proud of achieving this year? 🤗 #finance #money #saving #achievements #wins #goals

  • Happy Holidays from everyone at Team Wealthify! 🎁 We hope you have a wonderful few days with your nearest and dearest. It’s been a fantastic year for Team Wealthify, and we can’t wait to see what 2025 has in store. Onwards and upwards! 😊

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  • If you need us over the festive period, our Customer Care team will still be on hand to help. 🤝 However, our opening hours will be slightly different over the next couple of weeks, as we’ll be giving our employees some extra time to get their shopping done and see their loved ones. 🎁 But if you do need to get in touch with our team at all, here’s how: https://lnkd.in/gaisShY Thank you for your continued support and understanding from all of us at Team Wealthify! 🫶

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  • Are we a generation of ‘job hoppers’, with the days of staying at one company until you retire now a thing of the past? 🦘 We know that, sometimes, switching jobs (and companies) every few years is what’s needed to get to where you want to be in your career. And that’s okay. 👋 As a provider of Personal Pensions (who offer the option to transfer your old workplace pots into this), we wanted to look into how often people actually ‘job hop’ – and what impact this could have on your retirement fund. 🏖️ How many jobs have you had so far? Let us know. 👇 (With all investing, such as through a pension, your capital is at risk. Tax treatments depend on individual circumstances and may change in the future) #newjob #career #progression #finance #goals

  • Let’s throw it back to last week where we got all glammed up for our annual winter party (and don’t we scrub up well?). 🎄✨ With our team splitting their time between working at home and from our offices in Penarth, South Wales, we love an opportunity to get everyone together at our annual summer and winter socials. And for this year’s holiday party, we headed to The Kuku at Park Plaza Cardiff for a night filled with laughs, dancing, and good food. 🍰 Here's a little snapshot of the night 📸 #officelife #teamwork #fintech #financialservices #welshbusiness #cardiff #wales #christmas

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  • 'Tis the season.... to spend all your money as you’re surrounded by so much temptation! 🎁💸 We know exactly what the festive season can be like with it always seeming as though there’s something left to buy. This is why we’ve made it quick and easy to withdraw money from our Instant Access Savings Account when you need it (as well as pop it back in when you’re ready to start saving again). 💰 And if you put some money in there now, you could have earned a nice bit of interest on it by next Christmas. 👀 Find out more here: https://lnkd.in/e-Hs2qbV (Our Savings Account is powered by ClearBank. Wealthify does not provide financial advice. The tax treatment of your savings depends on your individual circumstances and may change in future) #christmas #officelife #budgeting #saving #relatable]

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  • We’ve just won ‘Best Junior ISA’ (for the 6th year in a row!), and ‘Best Personal Finance Online Service’ at the Personal Finance Awards. 🤩 Amazingly, this takes the number of awards we’ve brought home in 2024 up to a grand total of nine – which isn’t too shabby, right? 😉 We’re extremely proud of our team for building products and delivering a service that our customers love enough to vote for. We’d also like to say a huge thanks to our customers for voting for us; without you, winning this many awards wouldn’t be possible in the first place. 🫶 So, here’s to even more wins in 2025 and beyond! 🚀 #fintech #wales #cardiff #welshbuiness #success #financialservices #investing #finance

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Funding

Wealthify 4 total rounds

Last Round

Equity crowdfunding

US$ 854.4K

Investors

Seedrs
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