Wealth Wizards
Wealth Wizards is a financial technology company that offers digital solutions for financial guidance and advice. The company focuses on making financial advice accessible and affordable for customers.
- Retirement planning
- Financial health check
- Pensions and investments
- API-first digital solutions
- Customisable guidance journeys
Locations
Competitors
KLO Financial Services is an independent financial advisory firm that provides bespoke financial management solutions tailored to individual and corporate clients.
Godiva Wealth Management is an independent financial advisory company based in Leamington Spa, Warwickshire.
Simpson Financial Services provides bespoke financial planning, property finance, and mortgage advice to help clients achieve their financial goals.
Beauchamp Wealth Ltd is a financial advisory firm based in Leamington Spa, specialising in wealth management for both individual and corporate clients.
Company Details
Wealth Wizards is operated by Wealth Wizards Limited and is a Active company incorporated on 9 September 2009 with the registered office located in London, City of London. Wealth Wizards Limited was registered 16 years ago.
Status
Active
Size
Large
Directors
4
Age
16 years old
Employees
99
Turnover
£5.63M
Total Assets
£3.2M
Cash in Bank
£1.53M
Total Liabilities
-£22.33M
Teams
81
42
34
29
10
9
5
Chairman • Joined Sep 2023
Chief Executive Officer • Joined Jan 2023
Co-Founder. Chief Strategy Officer • Joined Sep 2009
Executive PA & Office Manager • Joined Jan 2016
Chief Technology Officer • Joined Oct 2022
Chief Product Officer • Joined Mar 2023
Chief People & Operations Officer • Joined Jan 2018
Lead Software Engineer • Joined Oct 2023
Lead Data Engineer • Joined Aug 2022
Lead Software Engineer • Joined May 2023
Chairman • Joined Sep 2023
Chief Executive Officer • Joined Jan 2023
Executive PA & Office Manager • Joined Jan 2016
Chief Technology Officer • Joined Oct 2022
Chief Product Officer • Joined Mar 2023
Product Manager • Joined Jan 2024
Product Manager • Joined Oct 2021
Product Manager • Joined Mar 2023
Account Director • Joined Nov 2019
Account Director • Joined Sep 2021
Chief Technology Officer • Joined Oct 2022
Lead Software Engineer • Joined Oct 2023
Lead Data Engineer • Joined Aug 2022
Lead Software Engineer • Joined May 2023
Lead Software Engineer • Joined Sep 2023
Lead Software Engineer • Joined May 2024
Lead Software Engineer • Joined Oct 2022
Head Of Software Engineering • Joined Jan 2025
Head Of Platform Engineering • Joined Nov 2022
Head Of Product Delivery • Joined Jun 2018
Lead Data Engineer • Joined Aug 2022
Head Of Product • Joined May 2024
Head Of Quality Engineering • Joined Oct 2024
Head Of Platform Engineering • Joined Nov 2022
UX/UI Designer & Consultant (contractor) • Joined Jul 2022
Software Engineer • Joined Feb 2022
Software Engineer • Joined Aug 2021
Data Engineer • Joined Nov 2023
Staff Engineer • Joined Mar 2023
Quality Engineer • Joined Jun 2020
Product Manager • Joined Jan 2024
Product Manager • Joined Oct 2021
Product Manager • Joined Mar 2023
Senior Product Manager • Joined Feb 2025
Senior Product Manager • Joined Apr 2024
Senior Product Delivery Manager • Joined Jan 2022
Content Designer • Joined Jan 2025
Calculations Specialist • Joined Jul 2024
Product Ops • Joined Apr 2019
Customer Service Manager • Joined Jan 2016
Customer Success Manager • Joined Aug 2021
Client Solutions Manager • Joined Aug 2021
Calculations Specialist • Joined Jul 2024
Client Services Administrator • Joined Oct 2023
Group Financial Controller • Joined Aug 2022
Financial Planning And Analysis Manager • Joined Apr 2021
Financial Planning Consultant • Joined May 2024
Financial Planning Consultant • Joined Apr 2024
Financial Planning Consultant • Joined Jul 2024
Senior Financial Planning Consultant • Joined Mar 2024
Chartered Financial Planner • Joined Nov 2023
Paraplanner • Joined May 2023
Management Accountant • Joined Aug 2023
Senior Financial Accountant • Joined Feb 2022
View 81 members