Company profile

Wealth Wizards

We help FS firms deliver consumer-led and human-assisted financial guidance and advice to more clients, more profitably.

Industry
Financial Services
Employees
107
Headquarters
United Kingdom
Founded
2009
Office locations
1

Wealth Wizards company summary

Wealth Wizards is a company in the Financial Services industry, headquartered in United Kingdom, founded in 2009. On LinkedIn the company has around 107 employees. Its listed specialties include Online Retirement Advice, Robo advice, Financial Education, Financial Wellbeing, Hybrid Financial Advice.

What technology does Wealth Wizards use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About Wealth Wizards

At Wealth Wizards, we believe everyone should have access to high-quality financial advice. Since 2009, we've combined deep industry expertise with innovative technology to make guidance and advice more affordable, more scalable and more impactful. Our SaaS platform automates financial advice for some of the UK’s most forward-thinking organisations, while our digital advice solution, MyEva, supports employees across FMCG, luxury retail and central government. As Chartered Financial Planners, we uphold the highest standards of professionalism, ethics and technical excellence—giving our clients and partners complete confidence in the quality of our advice. 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.

Specialties

Online Retirement AdviceRobo adviceFinancial EducationFinancial WellbeingHybrid Financial AdviceSaaSFinancial PlanningChartered Financial PlannersFinWell

Where is Wealth Wizards located?

Wealth Wizards lists 1 location.

United Kingdom, GB, GBHQ

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Frequently asked questions about Wealth Wizards

What does Wealth Wizards do?

At Wealth Wizards, we believe everyone should have access to high-quality financial advice. Since 2009, we've combined deep industry expertise with innovative technology to make guidance and advice more affordable, more scalable and more impactful. Our SaaS platform automates financial advice for some of the UK’s most forward-thinking organisations, while our digital advice solution, MyEva, supports employees across FMCG, luxury retail and central government. As Chartered Financial Planners, we uphold the highest standards of professionalism, ethics and technical excellence—giving our clients and partners complete confidence in the quality of our advice. 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.

How many employees does Wealth Wizards have?

Wealth Wizards has around 107 employees on LinkedIn.

Where is Wealth Wizards headquartered?

Wealth Wizards is headquartered in United Kingdom.

When was Wealth Wizards founded?

Wealth Wizards was founded in 2009.

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