Social networks
1,258 4,983Activities
Technologies
Entity types
Location
8 Athena Ct, Royal Leamington Spa, Warwick CV34 6UX, UK
Royal Leamington Spa
United Kingdom
Employees
Scale: 51-200
Estimated: 91
Engaged corporates
3Added in Motherbase
4 years, 3 months agoWe help FS firms deliver consumer-led and human-assisted financial guidance and advice to more clients, more profitably.
Wealth Wizards was founded in 2009 with one aim: to use technology to make expert financial advice affordable and accessible to everyone. Our flagship software-as-a-service (SAAS) platform, Turo, is pioneering the automation of financial advice in the UK, establishing a reputation in the corporate and workplace markets.
Our financial advice engine, which we call the “intelligent automation inside the advice industry”, has evolved into Wealth Wizards’ own brand of digital guidance and advice, MyEva, and has been adopted by market leaders in fast-moving consumer goods (FMCG), luxury retail and central government.
MyEva and Wealth Wizards are trading names of Wealth Wizards Benefits Limited which is authorised and regulated by the Financial Conduct Authority and is entered on the FCA Register under reference 596641.
Online Retirement Advice, Robo advice, Financial Education, Financial Wellbeing, and Hybrid Financial Advice
We're here to make financial advice affordable and accessible to all
Corporate | Type | Tweets | Articles | |
---|---|---|---|---|
Finovate Finance, Research, Research Services | Finovate Finance, Research, Research Services | Other 8 Feb 2017 | | |
Salesforce IT services, Internet | Salesforce IT services, Internet | Not capitalistic Partnership Event 13 Oct 2021 | | |
HSBC Bank, Financial Services | HSBC Bank, Financial Services | Other 12 Nov 2018 | |