Latest news, updates, and insights from WealthOS

WealthOS wins contract with Quai Digital

WealthOS, the Barclays backed WealthTech has been selected by Quai Digital to become its new strategic technology partner. Quai, a leading provider of B2B wealth management white label outsourcing services, will utilise WealthOS’s composable software to integrate with its own proprietary platform to drive further growth by offering new scalable, feature-rich, digital financial capability to its clients.

4th September 2025

PIMFA WealthTech partners with WealthOS in latest tech sprint targeting the client onboarding process

PIMFA WealthTech, the market network and technology platform created with principal strategic partner Morningstar, and WealthOS, the operating system for digital wealth management, a leading financial technology company, today (16 October 2023) invite FinTechs to participate in a new Tech Sprint to meet a challenge focused on digitising and automating the client onboarding process.

4th September 2025

SIPPs: From Evolution to Revolution

WealthOS’ thought-provoking webinar on how to future-proof self-invested personal pensions (SIPPs) for mass market adoption. The webinar features an expert panel who explored the current state of private pensions, including trends, challenges, and innovations.

4th September 2025

Coffee with Innovate Finance – Season 3 – Episode 21 – In conversation with WealthOS

Rashee Pandey, Head of Membership and Growth at Innovate Finance chats to Anton Padmasiri CEO/Co-Founder at WealthOS and Chamat Arambewela COO/Co-Founder at WealthOS, where they discuss both Anton and Chamat’s backgrounds, WealthOS’ vision and mission and much more!

4th September 2025

Zorion selects WealthOS to support international expansion

In signing a master service agreement, Zorion Technology Limited (“Zorion”), taps into WealthOS’ robust operating system for digital wealth management ecosystems, reaping the benefits of their cloud-native infrastructure, modular features, third party integrations marketplace, as well as fully automated and orchestrated workflows.

4th September 2025

WealthOS rolls out sandbox

WealthOS, a leading provider of digital wealth management software, and Exactpro, a leading provider of software testing services, today announced a first in the wealth management industry – the release of the WealthOS platform for industry participants to experiment with.

4th September 2025

How to break into the wealthtech market

There are many obstacles to overcome for wealthtech startups. Funding, networking, marketing and product development all need to be on point, and even then there are few guarantees. Anton and Shri talk us through it, while also highlighting why it’s so important that we listen to new perspectives as we seek to improve the way we invest and manage our finances.

4th September 2025

Top 50 StartUp Award Winners 2022

4th September 2025

WealthOS raises $800,000 in seed funding

WealthOS is bringing a much-needed upgrade to the wealth tech industry, to accelerate digital adoption and innovation. With WealthOS, wealth managers can start helping their clients achieve their goals today when it matters.

4th September 2025

WealthOS raises £2M in first closing of seed funding round, led by Barclays bank

WealthOS has secured institutional seed funding from Barclays Bank and other leading FinTech investors to propel the next phase of its growth. The first closing of the round raised £2M, with the second closing of a further £2M expected to be completed soon.

4th September 2025