Next-gen

Create digital wealth management products with WealthOS’ modular middle and back-office software-as-a-service (SaaS).

Book a demo

Set up sandbox

What sets us apart

Accelerate your time-to-market and customer growth

Cloud-native infrastructure

Enterprise-grade cloud security and built-in infrastructure maintenance (including upgrades) help you scale with ease.

Learn More

Microservices architecture

API-wrapped modules that are your building blocks for quickly assembling, testing, and deploying digital wealth products.

Learn More

Automated and orchestrated workflows

Reduced change management, maintenance, and service costs, freeing up your resources for client acquisition and growth.

Learn More

Marketplace for third-party integrations

Prebuilt no-code integrations that connect to specialised software and avoid integration maintenance help expand your ecosystem.

Learn More

What’s in it for you

Reduce build time for your digital wealth products

Go to market faster by reducing your build time and accelerating your wealth management product launch with our modular technology and comprehensive feature set.

Lower tech and ops costs by cutting expenses with in-built infrastructure provisioning, maintenance, and software upgrades, coupled with operational process automation.

Access new markets by attracting diverse client segments with cutting-edge technologies like blockchain and AI, seamlessly integrated into our modern tech stack to enhance innovation and adaptability.

Achieve scaling and resilience by effortlessly expanding your systems with our platform's embedded elastic scalability, ensuring high performance and security with enterprise-grade cloud protocols.

Setup sandbox

Explore our API

Focus on what makes you different. We will do the rest.

Testimonials

What people are saying about us

"We had no hesitation in selecting WealthOS as our strategic tech partner to help us scale the business and realise our growth ambitions. They bring fresh ideas to the industry and offer a high degree of innovation, automation, and orchestration within their software. Their passion and depth of technical expertise complement our extensive in-house credentials in operating well-established wealth management products. These factors will greatly enhance Quai’s capacity, grow our operational capability, and further leverage the skills of our high-quality team to provide the next generation of digital wealth management products."

Tony Webb

Quai Digital CEO

"We’re very pleased to have invested in WealthOS at the start of their journey. They are a talented team and have leveraged the investment to achieve early commercial success. WealthOS has an impressive proposition in the digital, wealth management space. I look forward to seeing their future endeavours coming to fruition, celebrating new milestones, and seeing our return on investment."

Andrew Challis

Barclays Co-Head of Principal Investments

"Given our experience within the wealth and investment space and our focus on FinTech, we know the wealth management sector has immense opportunity for digitisation and growth. The WealthOS team has built a proposition that has found product-market fit very early and is primed for use by a whole host of wealth, retirement, and savings companies. We were further impressed by the knowledge, passion, and experience of the founding team, who had personally experienced the pain points WealthOS solves."

Ioto Iotov

Main Set Founder and Managing Partner