Wealthify
Wealthify is an online saving and investing service that provides individuals with tools to manage their money and invest with a minimum of £1.
- Stocks and Shares ISA
- General Investment Account
- Junior Stocks and Shares ISA
- Self-Invested Personal Pension
- Instant Access Savings Account
Locations
Digital Popularity
Competitors
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Archytas Strategic Planning is an independent financial adviser offering tailored financial services and advice for individuals and businesses.
Saltus is a wealth management firm that provides a range of financial planning and investment management services to individuals and institutions.
Company Details
Wealthify is operated by Wealthify Limited and is a Active company incorporated on 12 May 2014 with the registered office located in Penarth, South Glamorgan. Wealthify Limited was registered 11 years ago.
Status
Active
Size
Small
Directors
8
Age
11 years old
Employees
143
Turnover
£3.98M
Total Assets
£7.22M
Cash in Bank
£3.84M
Total Liabilities
-£3.23M
Teams
117
44
43
21
14
7
4
Chief Executive Officer • Joined Jul 2024
Co-Founder & Chief Strategy Officer • Joined Nov 2022
Product Owner • Joined Sep 2022
Non Executive Director • Joined Dec 2022
Chief Marketing Officer • Joined Dec 2014
Chief Investment Officer • Joined Apr 2022
Chief Technology Officer • Joined Dec 2014
Chief Product Officer • Joined Dec 2019
Finance Business Partner • Joined Apr 2024
DevOps Lead • Joined Nov 2023
Chief Executive Officer • Joined Jul 2024
Co-Founder & Chief Strategy Officer • Joined Nov 2022
Product Owner • Joined Sep 2022
Non Executive Director • Joined Dec 2022
Chief Marketing Officer • Joined Dec 2014
Chief Investment Officer • Joined Apr 2022
Chief Technology Officer • Joined Dec 2014
Chief Product Officer • Joined Dec 2019
Finance Business Partner • Joined Apr 2024
Manager • Joined Jun 2022
Product Owner • Joined Sep 2022
Chief Technology Officer • Joined Dec 2014
DevOps Lead • Joined Nov 2023
Lead Software Engineer • Joined Feb 2021
Lead Data Scientist • Joined Jul 2023
Lead Automation Tester • Joined Jan 2023
Digital Marketing Executive • Joined Jan 2019
Digital Marketing Executive • Joined Aug 2022
Head Of Platform • Joined Nov 2024
Paid Search Manager • Joined Feb 2018
Chief Investment Officer • Joined Apr 2022
Finance Business Partner • Joined Apr 2024
Portfolio Manager • Joined Apr 2020
Financial Crime Executive • Joined May 2021
Investment Analyst • Joined Jun 2023
Head Of Finance • Joined Oct 2023
CASS Analyst • Joined Nov 2023
Financial Analyst • Joined Apr 2024
Financial Crime Analyst • Joined Feb 2025
Junior Investment Analyst • Joined Oct 2023
Chief Marketing Officer • Joined Dec 2014
Employee Experience Lead • Joined Oct 2023
Employee Experience Lead • Joined Jul 2021
Digital Marketing Executive • Joined Jan 2019
Customer Communications Executive • Joined Jan 2024
Digital Marketing Executive • Joined Aug 2022
Head Of CRM • Joined Sep 2024
Decisioning And Digital Lead • Joined Feb 2024
Paid Search Manager • Joined Feb 2018
PR & Comms Manager • Joined Jul 2023
Compliance Executive • Joined Mar 2024
Compliance Manager • Joined Aug 2022
Compliance Executive • Joined Sep 2022
Compliance Executive
Financial Crime Executive • Joined May 2021
Head Of Legal • Joined Mar 2025
Financial Crime Analyst • Joined Feb 2025
Customer Services Representative
Customer Care Specialist • Joined Sep 2023
Customer Care Specialist • Joined Apr 2024
Senior Complaint Handler • Joined May 2024
View 117 members