About Wealth Wizards
Wealth Wizards is a Technology company based in Leamington Spa (United Kingdom) founded in 2009, and was acquired by Royal London in March 2021. Algorithmic financial advice is delivered to individuals and employees. The company has 13 employees. Wealth Wizards offers products and services including Financial Health Check, Pensions and Investments, and Retirement Planning. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Robo Advisors. Its legal entity is WEALTH WIZARDS BENEFITS LIMITED. Its competitors include Nutmeg, Wealthify and ETFmatic; 2 of its 3 listed competitors have raised funding.
Company details
Wealth Wizards was founded in 2009 in Leamington Spa, United Kingdom, within the financial advisory sector. An online platform is operated, where algorithms score individual profiles to generate tailored solutions based on personal situations. Chartered financial planning, actuarial science, and software technology are combined to provide pension and retirement advice. Services are extended directly to employers or through pension consultants for employee support, alongside white-label options for major financial brands.
- Headquarters Leamington Spa, United Kingdom
- Employees 13
- Stage Acquired
- SectorsTechnology
- Website wealthwizards.com
- Social LinkedIn X Facebook
- Acquired by Royal London (Mar 2021)
- Legal Name Wealth Wizards Benefits Limited
- Date of Incorporation 18 Dec, 2006
- Jurisdiction LEAMINGTON SPA, ENGLAND
- Annual Revenue$1.54 M (USD)16as on Dec 31, 2020
- Net Profit-$166.41 K (USD)68as on Dec 31, 2020
- InvestorsRoyal London
& 1 more
- Employee Count13
- Acquired by
Products & Services of Wealth Wizards
Wealth Wizards offers a comprehensive portfolio of products and services, including Financial Health Check, Pensions and Investments, and Retirement Planning.
Assesses users' financial wellbeing and provides personalized insights.
Helps users understand and manage pension options and investments.
Offers digital journeys for informed retirement decision-making.
Investors in Wealth Wizards
Wealth Wizards has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Royal London and Liverpool Victoria.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Mutual life insurance, pensions, and investment services are provided. | 1861 | royallondon.com | London, United Kingdom | |
Online platform for life and property & casualty insurance for individuals and businesses. | 1843 | lv.com | Bournemouth, United Kingdom |
Investor details for Wealth Wizards
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People of Wealth Wizards
30 people are tracked at Wealth Wizards (11 in leadership, 19 in team); the tracked headcount is 13.
| Name | Role | Group |
|---|---|---|
Fraser Russell Fpfs | Head Of Product | Leadership |
Andy Varney | Chief Financial Officer | Leadership |
Matthew W. | Head Of Data Engineering | Leadership |
Ben Hampton | CEO Wealth Wizards 🧙♂️& CEO Responsible Life 🏠 | Leadership |
Lynn Smith | Chief People And Customer Officer | Leadership |
Phil Mcgaw | Chief Technology Officer | Leadership |
Sarah Yellowlees | Chief Product Officer | Leadership |
Tony Vail | Chief Advice And Strategy Officer | Leadership |
Laurie Hawkins | Head Of Platform Engineering | Leadership |
Lynn Smith Assoc. Cipd | Chief People & Operations Officer | Leadership |
Elysia M. | Executive Assistant To Chief Executive Officer | Leadership |
Kelly Haslehurst-Bourne | Senior Product Delivery Manager | Team |
Shaun Gandy | Product Lead: To And Through Retirement | Team |
Nicky Raven | Customer Service Manager | Team |
Dave Carroll | Data Engineer | Team |
Naomi C. | Product Ops | Team |
Mark Bignell Acma Cgma | Financial Planning And Analysis Manager | Team |
Georgina Huxley | Group Financial Controller | Team |
Celia Matkins | Talent Acquisition Manager | Team |
Katherine Diamond | Customer Success Manager | Team |
10 more people are available in the full profile.
Complete people profiles for Wealth Wizards
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Timeline of Wealth Wizards
3 dated milestones of Wealth Wizards across 12 years, from founding to its latest funding, stage changes and deals.
- Founded Wealth Wizards is founded.
- Exit Acquired by Liverpool Victoria.
- Exit Acquired by Royal London.
Competitors of Wealth Wizards
Wealth Wizards has 3 listed competitors in our database, 2 of them funded. They include Nutmeg, Wealthify and ETFmatic.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| nutmeg.com | 2011 | London, United Kingdom | $180.39M | 163 | Digital wealth management services are provided for investors. | |
| wealthify.com | 2014 | Penarth, United Kingdom | $869,989 | 113 | Robo advisory and investment management services are provided for users. | |
| etfmatic.com | 2014 | London, United Kingdom | 10 | Savings goals are set and invested automatically in diversified ETFs. |
Detailed competitors of Wealth Wizards
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Web traffic of Wealth Wizards
The website of Wealth Wizards (wealthwizards.com) receives about 2.1K visits a month.
- Monthly visits2.1K
▲ 19.4% vs previous month
Websites whose visitors overlap most with Wealth Wizards. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| wealthatwork.co.uk | 100% | 6.6K | #3,033,652 | View details | |
| pensionsage.com | 93% | #853,726 | View details | ||
| professionalpensions.com | 93% | #920,843 | View details | ||
keyrs.co.uk | keyrs.co.uk | 93% | – | ||
scottishlife.co.uk | scottishlife.co.uk | 93% | – | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 11 similar websites and full traffic analytics for Wealth Wizards
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- 11 similar websites
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Top companies in Investment & Financial Technology
2 companies that operate in the same segment as Wealth Wizards (Investment & Financial Technology) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Online data source platform for information, analytics, and solutions for governments and financial markets | 1959 | London, England, United Kingdom | USD 1.41 B | |||
AI-based platform for automated personal spend management is provided. | 2016 | London, England, United Kingdom | USD 75.78 M |
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Related news about Wealth Wizards
Complete news archive for Wealth Wizards
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Frequently Asked Questions about Wealth Wizards
Wealth Wizards was founded in 2009.
Wealth Wizards is headquartered in Leamington Spa, United Kingdom.
Wealth Wizards has 13 employees.
Annual revenue of Wealth Wizards is $1.54M as on Dec 31, 2020.
Wealth Wizards was founded in 2009 in Leamington Spa, United Kingdom, within the financial advisory sector. An online platform is operated, where algorithms score individual profiles to generate tailored solutions based on personal situations. Chartered financial planning, actuarial science, and software technology are combined to provide pension and retirement advice. Services are extended directly to employers or through pension consultants for employee support, alongside white-label options for major financial brands.
Wealth Wizards offers Financial Health Check, Pensions and Investments, and Retirement Planning.
Wealth Wizards has 2 investors. Key investors include Royal London, and Liverpool Victoria.
Wealth Wizards operates through Wealth Wizards Benefits Limited.
Yes. Wealth Wizards was acquired by Royal London in March 2021.