About Wealthify
Wealthify is a Technology company based in Penarth (United Kingdom) founded in 2014 by Michelle Pearce-Burke, and was acquired by Aviva in October 2017. Robo advisory and investment management services are provided for users. Wealthify has raised $869.99 thousand across 2 funding rounds from investors including Aviva and Welsh Government. Its chief executive, as recorded, is Andy Russell. Its website wealthify.com draws about 277 thousand monthly visits. Wealthify offers products and services including Stocks and Shares ISA, Personal Pension, Instant Access Savings Account, Cash ISA, and Junior Stocks and Shares ISA. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Robo Advisors. Its legal entity is WEALTHIFY LIMITED. Its competitors include Nutmeg, ETFmatic and Netwealth; 2 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Penarth, United Kingdom
- Founders Michelle Pearce-Burke
- Stage Acquired
- SectorsTechnology
- Website category Finance · Financial Planning and Management
- Email••••••••
- Phone•••• ••••
- Website wealthify.com
- Social LinkedIn X Facebook Instagram
- Acquired by Aviva (Oct 2017)
- Legal Name Wealthify Limited
- Date of Incorporation 12 May, 2014
- Jurisdiction PENARTH, CARDIFF, WALES
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.
Apps and channels of Wealthify
Wealthify publishes 1 mobile app with over 100K+ downloads.
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.
- Total Funding $869,989
- Total Rounds 2
- Last Round Seed — $869,989
- First Round $202,757
(Mar 2016)
- Investors Count 1
All 2 funding rounds of Wealthify with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Aug 2016 | $869,989 | Seed | – | – | – |
| Mar 2016 | $202,757 | Grant | – | – |
2 investors in total: 2 institutional.
Investors in Wealthify
Wealthify has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Aviva and Welsh Government.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Government services for Wales are delivered through public administration. | 1999 | gov.wales | Cardiff, United Kingdom | |
Insurance and asset management services are offered in multiple regions. | 1696 | aviva.com | London, United Kingdom |
Investor details for Wealthify
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- Complete investor list
- Round participation
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People of Wealthify
54 people are tracked at Wealthify (20 in leadership, 34 in team).
| Name | Role | Group |
|---|---|---|
Michelle Pearce-Burke | Co-Founder | Leadership |
Andy Russell | CEO | Leadership |
Sarah Maher | Head Of People | Leadership |
Andrew Russell | Chief Executive Officer | Leadership |
Jim Warren | CMO | Leadership |
Lucille Bellec | COO | Leadership |
Jack Lewis | Head Of Business Development | Leadership |
Kimberley Townley | Head Of CRM | Leadership |
Michael Ashford | Chief Technology Officer | Leadership |
Chris Jones | Head Of Delivery And Planning | Leadership |
Greg Steel | Head of Compliance | Leadership |
Sabrina H. | HR Business Partner | Leadership |
Colleen Keith | Head Of Platform | Leadership |
James Dunlop | Head Of Data And Analytics | Leadership |
Rosie French | Head Of Brand Marketing | Leadership |
Ria Mitchell | Head Of Product Design | Leadership |
Simon Holland | Chief Operating Officer | Leadership |
Emma Clark | Head Of Product | Leadership |
Caroline Grimes | Head Of Legal | Leadership |
Isabelle Evans | Head Of Business Development | Leadership |
34 more people are available in the full profile.
Complete people profiles for Wealthify
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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- Team structure
- Board tenure
- Professional contacts
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Timeline of Wealthify
4 dated milestones of Wealthify across 3 years, from founding to its latest funding, stage changes and deals.
- Founded Wealthify is founded.
- Funding First funding round of $203K.
- Funding Latest funding round, Seed, of $870K.
- Exit Acquired by Aviva.
Competitors of Wealthify
Wealthify has 3 listed competitors in our database, 2 of them funded. They include Nutmeg, ETFmatic and Netwealth.
| 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. | |
| etfmatic.com | 2014 | London, United Kingdom | 10 | Savings goals are set and invested automatically in diversified ETFs. | ||
| netwealth.com | 2015 | London, United Kingdom | $50.8M | 39 | Wealth management is facilitated online through goal-based portfolio selection. |
Detailed competitors of Wealthify
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
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Verified entity values are shown only after access is granted.
Web traffic of Wealthify
The website of Wealthify (wealthify.com) receives about 277.4K visits a month and ranks #166,574 among all websites worldwide, #10,295 in Financial Planning and Management.
- Monthly visits277.4K
▲ 15.7% vs previous month
- Unique visitors82.6K
per month
- Global rank#166,574
among all websites
- Category rank#10,295
Finance · Financial Planning and Management
- Bounce rate41%
- Pages per visit3.4
- Average visit1 min 45 sec
- DevicesDesktop 29% · Mobile 71%
Websites whose visitors overlap most with Wealthify. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| hl.co.uk | 100% | 6.9M | #7,103 | View details | |
| moneysavingexpert.com | 100% | 20.7M | #3,243 | View details | |
vanguardinvestor.co.uk | vanguardinvestor.co.uk | 97% | #9,285 | – | |
| nutmeg.com | 89% | 301.7K | View details | ||
| ajbell.co.uk | 88% | 2.1M | #26,797 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Wealthify
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- 40 similar websites
- Audience overlap
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Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
2 companies that operate in the same segment as Wealthify (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 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 CEO of Wealthify, as recorded in our data.
Wealthify is a funded company, having raised a total of $869.99K across 2 funding rounds to date. The company's 1st funding round was a Grant of $202.76K, raised on Mar 2016.
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 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.
Wealthify operates through Wealthify Limited.
Yes. Wealthify was acquired by Aviva in October 2017.
Yes. Wealthify publishes Wealthify Saving & Investments, with over 100,000 downloads.
The website of Wealthify receives about 277 thousand visits a month and ranks #166,574 among all websites worldwide.