Entity
  • Wealth Wizards

    Created in 2009
  • BETA

    Up & running (A)
    Existing signals show a regular activity
  • Social networks

    1,258 4,983
  • Activities

  • 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

    3
    0 1
  • Added in Motherbase

    4 years, 3 months ago
Description
  • Value proposition

    We 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

Corporate interactions BETA
Corporate TypeTweets Articles
Finovate
Finovate
Finance, Research, Research Services
Finovate
Finance, Research, Research Services
Other

8 Feb 2017


Salesforce
Salesforce
IT services, Internet
Salesforce
IT services, Internet
Not capitalistic
Partnership
Event

13 Oct 2021


HSBC
HSBC
Bank, Financial Services
HSBC
Bank, Financial Services
Other

12 Nov 2018


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