The Preliminary Notice of the forthcoming AGM.
WealthOS Associate
Building digital infrastructure to enable equitable access to wealth management
We want to see fast, frictionless digital innovation in the wealth management industry, enabling equitable financial access for everyone, everywhere. Existing WealthTech infrastructure prevents this because it is analogue, expensive and takes too much time.
Our team takes inefficiencies personally — consisting of product specialists and technologists with over six decades of collective experience at leading financial institutions such as Fidelity, London Stock Exchange Group, Smart Pension and Russell Investments.
Together, we bring in-depth knowledge and experience in wealth management, asset management, trading technology and cloud computing to this party.
We’re proud to bring you WealthOS — the operating system for digital wealth management.
Services Provided
- SIPP Software Provider
Address
Rise
41 Luke Street
London
London
EC2A 4DP
Contact
- Website: https://wealthos.cloud/
- AMPS Membership Number: AMPS383