About Wealthify
Wealthify is a company based in Penarth (United Kingdom) founded in 2014 by Michelle Pearce-Burke was acquired by Aviva in October 2017. Wealthify has raised $869.99 thousand across 2 funding rounds from investors including Aviva and Welsh Government. Wealthify offers products and services including Stocks and Shares ISA, Personal Pension, Instant Access Savings Account, Cash ISA, and Junior Stocks and Shares ISA. Wealthify operates in a competitive market with competitors including Stash, Wealthsimple, Nutmeg, Wahed and ETFmatic, among others.
- Headquarter Penarth, United Kingdom
- Founders Michelle Pearce-Burke
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Technology
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- Legal Name Wealthify Limited
- Date of Incorporation 12 May, 2014
- Jurisdiction PENARTH, CARDIFF, WALES
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Products & Services of Wealthify
Wealthify offers a comprehensive portfolio of products and services, including Stocks and Shares ISA, Personal Pension, Instant Access Savings Account, Cash ISA, and Junior Stocks and Shares ISA.
Tax-efficient account for investing in stocks with expert management.
Platform to consolidate and manage personal pensions securely.
High-interest account for flexible deposits and withdrawals.
Tax-free savings option with competitive interest rates.
Long-term savings for children with tax benefits.
People of Wealthify
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Funding Insights of Wealthify
Wealthify has successfully raised a total of $869.99K across 2 strategic funding rounds. The most recent funding activity was a Seed round of $869.99 thousand completed in August 2016. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in Wealthify
Wealthify has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Aviva and Welsh Government.
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Government services for Wales are delivered through public administration.
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Insurance and asset management services are offered in multiple regions.
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Investor details for Wealthify
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Investments & Acquisitions by Wealthify
Investment portfolio details for Wealthify
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Financial Statements - Wealthify
Detailed financials for Wealthify
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Wealthify Comparisons
Peer comparison for Wealthify
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Competitors of Wealthify
Wealthify operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Stash, Wealthsimple, Nutmeg, Wahed and ETFmatic, among others.
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Automated investment and robo-advisory services are offered to individuals.
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Online robo advisory and stock trading services are provided.
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Digital wealth management services are provided for investors.
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Shariah-compliant investments and savings are offered to individuals.
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Savings goals are set and invested automatically in diversified ETFs.
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Detailed competitors of Wealthify
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Latest news on Wealthify
Complete news archive for Wealthify
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Frequently Asked Questions about Wealthify
Wealthify was founded in 2014 and raised its 1st funding round 2 years after it was founded.
Wealthify is headquartered in Penarth, United Kingdom. It is registered at Penarth, Wales, United Kingdom.
Andy Russell is the current CEO of Wealthify.
Wealthify is a funded company, having raised a total of $869.99K across 2 funding rounds to date.
Wealthify was founded in 2014 in Penarth, United Kingdom, as a fintech platform focused on robo advisory and investment management. Operations enable users to deposit funds into savings accounts, track expenditures, and develop financial plans. Tools are included for analyzing market data, constructing investment strategies, and overseeing portfolios, all within the investment sector.
Wealthify's top competitors include Wealthsimple, Stash and Nutmeg.
Wealthify offers Stocks and Shares ISA, Personal Pension, Instant Access Savings Account, Cash ISA, and Junior Stocks and Shares ISA.
Wealthify has 2 investors. Key investors include Aviva, and Welsh Government.