Wealth Wizards

Financial Planners
We are a market-leading financial advice technology provider. Wealth Wizards' customers are financial services organisations and financial intermediaries and employers, all of whom are engaging with large numbers of individuals regarding their finances. We work with employers who wish to improve financial wellbeing in their employee population as part of their engagement and employee benefits programmes. All of this comes from a single platform that combines machine learning and AI with best-in-class technology, guided by a core team of financial services professionals. The platform provides holistic financial healthchecks, guidance on everyday finances, and financial planning and advice in investments, pensions and retirement.