About us
WealthOS is an API first, enterprise, core wealth management platform built to accelerate digital adoption and innovation within the wealth management industry. By leveraging the latest advances in cloud-native technologies, WealthOS will offer the wealth management industry the upgraded technology infrastructure that's powering digital innovation in the financial services industry. We plan to offer an extensive feature set coupled with pre-built integration to a market place of specialist service providers, allowing wealth managers to do more things on a single platform. Our modular architecture allows you to use WealthOS fully to launch your entire digital value proposition, or in parts to complement an existing proposition. Our API first platform allows you to simply plug, and play. WealthOS dramatically reduces time to market for wealth management products and features while also reducing the total cost of ownership.
- Website
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https://www.wealthos.cloud
External link for WealthOS
- Industry
- Software Development
- Company size
- 11-50 employees
- Headquarters
- London
- Type
- Privately Held
- Founded
- 2019
Products
WealthOS
SaaS Management Software
WealthOS is an enterprise, cloud-native core wealth management SaaS, built to accelerate digital adoption and innovation within the wealth management industry. We dramatically reduce time to market for wealth management products and features whilst reducing the total cost of ownership. We offer an extensive feature-set coupled with pre-built integration to a marketplace of specialist service providers, allowing wealth managers to do more things on a single platform. Our modular architecture allows you to use WealthOS fully to launch your entire digital value proposition, or in parts to complement an existing proposition. Our API first platform allows you to simply plug, and play. By leveraging the latest advances in cloud-native technologies, WealthOS offers the wealth management industry the upgraded technology infrastructure needed to launch innovative digital value propositions.
Locations
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Primary
London, GB
Employees at WealthOS
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Duncan Knight
2 x exits. Founder Mentor & Coach. Helping founders cut through the noise and get to the point quicker. From growth, and investment, to exiting…
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Chamat Arambewela
Founder and COO at WealthOS
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Marlin Jayakody
User Experience Architect
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UDITHA ASIRI GALAPPATHTHI
Tech Lead | 9+ years industry experience | Java | NodeJS | AWS | Software Engineering
Updates
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Join us in welcoming Chinthaka Jayarathne to the WealthOS family as our new Technical Lead! With six years of engineering experience, Chinthaka is a powerhouse in problem-solving and his passion for hobby electronics and learning new technologies keeps him ahead of the curve. We are excited to see how his expertise will drive innaovation and enhance our technical capabilities. Let's give him a warm welcome and support him as he embarks on this new journey with us!
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In our last funding round, WealthOS attracted investment from Main Set, part of international investment firm Capricorn Capital Partners UK. Check out Main Set Founder Ioto Iotov's thoughts on the fintech funding: “Our data does not support the funding winter people are talking about. And importantly, the level of activity in fintech investing is shared in most of the markets we track.” Iotov also pointed to wealth management as a sector with high innovation potential due to pressure on margins from lower fees and rising costs- enter WealthOS. CEO, Anton Padmasiri, “the modularity of our platform, enables us to position ourselves as a solver of several specific problems, rather than a vendor offering a complete system replacement. This approach has allowed us to land and expand with clients at a pace that meets their innovation needs and our growth objectives.”
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We are thrilled to welcome Thisara C. and Ashen Kavinda to our team as our new QA Engineers! With her keen ability to get to the heart of a problem, Thisara C. is set to bring fresh insights and energy to our projects. Outside of work, she loves baking delicious treats and enjoying a good movie. Known for his sharp eye for detail and style, Ashen Kavinda is sure to make a great impression. When he's not ensuring quality in our projects, you can find him immersed in PC gaming or enjoying some great tunes. We can't wait to see the incredible contributions they will make to our team. Let's give them a warm welcome and look forward to achieving new heights together!
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Director of Pension Policy Institute, Chris Curry, on how the market for SIPPs is changing since pensions freedom.
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What are the next steps for digitising SIPPs and how do we create a better experience for SIPP holders? Check out our article featured on Professional Adviser. #Pensions #SIPPs #DigitalTransformation #WealthOS
User experience versus expectation: the coming showdown in the world of SIPPs
https://wealthos.cloud
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Are wealth managers ready to take to the cloud? The great skyward migration is transforming the financial services industry, offering operational resilience, faster digital transformation, and innovation-driven growth. McKinsey & Company predicts $3 trillion in global value for cloud adoption by 2030. So let's talk about why cloud-based infrastructure is the smart approach to OpRes in wealth management.
The smart approach to OpRes in wealth management
WealthOS on LinkedIn
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Data migration can be a stressful process, with many challenges and risks around data security and time. So we at WealthOS are thrilled to announce our partnership with DLT Apps. We share a common passion—"falling in love with a problem"—especially the problem of the wealth management industry keeping pace with technology advancements. Our partnership will allow wealth managers to seamlessly adopt new technology solutions, faster and securely–realise the benefits of technology transformation projects, serve clients with enhanced technology, and not get bogged down by multi-year migration issues. By leveraging DLT's expertise, we ensure an efficient transition, empowering wealth managers to improve client experiences right now. DLT Apps specialise in bringing the latest technologies to the forefront of financial operations and services. They have built cutting-edge Banking and Wealth & Asset Management products with comprehensive offerings, driving clear benefits and value to our clients. The team possesses extensive knowledge and expertise in the financial space within the organisation that enables us to build future-proof financial technology. We are looking forward to working with Santosh Reyes (Mahagaonkar) and the team!
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WealthOS partnered with Quai Digital, serving 250,000 retail customers, to expand its offerings with new digital pensions and retirement savings products.
Innovation in wealth management and pension product management
https://wealthos.cloud