Tag: WealthOS

As wealth management companies settle into 2026, they are looking ahead to the next 12 months and what trends will define the year. WealthTech has...

As wealth management firms look ahead to the next 12 months, many will be getting their priorities into place, but what should be near the top of that list?

FinTech Global recently spoke to leaders in the WealthTech space to highlight the trends that shaped the sector 2025.  The video kicks off with a...

A new report published by WealthOS takes stock of one of the most significant policy shifts in modern UK retirement planning, examining the impact...

A former Google and LinkedIn executive, John Herlihy, has joined WealthOS as its first chairman, bringing more than three decades of experience in scaling...

Manual processes continue to weigh down the UK’s self-invested personal pension (SIPP) market, where outdated systems and slow transfers make scaling operations a major...

The Children’s ISA (TCI), the UK’s specialist provider of children’s ISA products, has successfully moved all 126,000 of its ISA and Junior ISA accounts...

WealthOS, the cloud-native wealth management infrastructure platform provider, has announced the successful closure of its seed round, raising £4m.

WealthOS, a Barclays-backed WealthTech, has recently been selected by Quai Digital as its new strategic technology partner.

WealthOS, a cloud-native and API-driven core WealthTech firm has secured £2m in institutional seed funding round led by Barclays.