WealthOS - News, Articles & Research

Barclays leads £4 million total seed round in WealthOS

WealthOS, a cloud-native and API-driven core wealthtech startup, has topped up a £2 million seed round led by Barclays Bank with a further injection of capital from the UK lender and fintech investors.

04 June 2024

Company announcement/wealth

WealthOS targets Sipp providers

WealthOS, the cloud-native operating system for digital wealth management products, has launched its new solution for providers of Self-Invested Personal Pension accounts (SIPPs) in the U.K.

12 March 2024

Company announcement/wealth

WealthOS wins contract with Quai Digital

WealthOS, the Barclays backed WealthTech has been selected by Quai Digital to become its new strategic technology partner.

22 February 2024

News/wealth

Barclays invests in WealthOS

Barclays has led a £2 million seed funding round for WealthOS, a cloud-native and API-driven core wealthtech startup.

22 November 2023

Company announcement/wealth

Pimfa opens applications for wealth tech client onboarding sprint

PIMFA WealthTech, the market network and technology platform created with principal strategic partner Morningstar, and WealthOS, the operating system for digital wealth management, a leading financial technology company, today (16 October 2023) invite FinTechs to participate in a new Tech Sprint to meet a challenge focused on digitising and automating the client onboarding process.

16 October 2023

Company announcement/wealth

Zorion selects WealthOS to support international expansion

In signing a master service agreement, Zorion Technology Limited (“Zorion”), taps into WealthOS' robust operating system for digital wealth management ecosystems, reaping the benefits of their cloud-native infrastructure, modular features, third party integrations marketplace, as well as fully automated and orchestrated workflows.

31 January 2023

Company announcement/wealth

WealthOS rolls out sandbox

WealthOS, a leading provider of digital wealth management software, and Exactpro, a leading provider of software testing services, today announced a first in the wealth management industry – the release of the WealthOS platform for industry participants to experiment with.

15 September 2022

Company announcement/payments

TrueLayer targets wealth sector via partnership with WealthOS

TrueLayer, Europe’s leading open banking platform, today announces its partnership with WealthOS, the innovative SaaS platform that accelerates digital adoption and innovation for wealth managers.

02 August 2022

Company announcement/startups

WealthOS raises $800,000 in seed funding

Wealth managers are fighting to empower their clients with financial security and equitable access to high quality products and services. And they are losing this battle due to the costly, inefficient, and non-digital friendly technology solutions available today.

01 June 2021