WealthOS

WealthTechPractice Management

Enterprise, cloud native core wealth management SaaS. Launch and run superior digital wealth management propositions faster & cheaper.

2019
Founded
7y
Age
$6M
Total funding
Practice Management
Area

Funding timeline

Jun 2024
Seed Round - WealthOS
$2M
Nov 2023
Seed Round - WealthOS
$3M
Jun 2021
Seed Round - WealthOS
$719K