Next-gen cloud-native wealth management technology

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

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What sets us apart

Accelerate your time-to-market and customer growth

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Cloud-native infrastructure

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

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Microservices architecture

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

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Automated and orchestrated workflows

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

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Marketplace for third-party integrations

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

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Win Your Market

What’s in it for you

Go to market faster

Reduce your build time and accelerate your wealth management product launch with our modular technology and comprehensive feature set.

Lower tech and ops costs

Cut costs with in-built infrastructure provisioning, maintenance, and software upgrades, coupled with operational process automation.

Access new markets

Attract new client segments with the latest tech (e.g., blockchain, AI, etc.) that seamlessly integrates with our modern tech stack.

Achieve scaling and resilience

Scale your systems easily with our platform’s embedded elastic scalability and enterprise-grade cloud security protocols.

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

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

Testimonials

What people are saying about us

Case study

Technology 5 mins to read

Innovation in wealth management and pension product management

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Featured Insights

The automation imperative: scaling SIPP operations to meet drawdown demand

Product 4 mins to read

The automation imperative: scaling SIPP operations to meet drawdown demand

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Anton Padmasiri

18th June 2025

Pension freedoms, 10 years on: still waiting for the real innovation

Product 2 mins to read

Pension freedoms, 10 years on: still waiting for the real innovation

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Anton Padmasiri

15th May 2025

Don’t let risk hold you back: five steps to ditch the fear and unlock innovation

Product 5 mins to read

Don’t let risk hold you back: five steps to ditch the fear and unlock innovation

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Shri Krishnansen

10th April 2025

The crucial role of APIs in AI and automation

General 2 mins to read

The crucial role of APIs in AI and automation

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Shri Krishnansen

12th March 2025

Ready to innovate?

Sign up for a free, dedicated sandbox tenancy and experiment with our solutions on the cloud.

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Have questions?

We are here to help. Get in touch with us for any inquiries, demos, or details.

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Learn how our platform works

Read our API docs

Join us to create the next big thing in wealth tech

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