Wealth Wizards Revenue and Competitors

Leamington Spa, UK

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Wealth Wizards's estimated annual revenue is currently $22.9M per year.(i)
  • Wealth Wizards's estimated revenue per employee is $210,000

Employee Data

  • Wealth Wizards has 109 Employees.(i)
  • Wealth Wizards grew their employee count by 0% last year.

Wealth Wizards's People

NameTitleEmail/Phone
1
Co-Founder. Chief Strategy OfficerReveal Email/Phone
2
Chief Product OfficerReveal Email/Phone
3
Talent Acquisition ManagerReveal Email/Phone
4
Senior Product Delivery ManagerReveal Email/Phone
5
Business Development ManagerReveal Email/Phone
6
Senior Platform EngineerReveal Email/Phone
7
Staff EngineerReveal Email/Phone
8
Senior Software EngineerReveal Email/Phone
9
Management AccountantReveal Email/Phone
10
Business Development DirectorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$55.7M241-24%N/AN/A
#2
$12.5M66-3%N/AN/A
#3
$3.4M230%N/AN/A
#4
$16.2M7728%N/AN/A
#5
$48M2082%N/AN/A
#6
$85.1M32419%N/AN/A
#7
$88.2M33640%N/AN/A
#8
$411M139817%N/AN/A
#9
$105.3M40155%N/AN/A
#10
$105.9M3975%$878.2MN/A
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What Is Wealth Wizards?

Wealth Wizards was founded in 2009 with one aim: to make expert financial advice affordable and accessible to everyone.\n \nWith a history steeped in combining financial expertise, AI and world-class software, Wealth Wizards has built and refined the advice platform Turo which is here to bridge the advice gap and enable advisers to meet the demands of compliance and do this more quickly, at scale.\n \nTuro is the market-leading financial advice engine which is the ‘intelligence inside’ many leading financial advice businesses. It uses flexible technology to help financial services organisations deliver regulated, automated financial advice which can be accessed digitally by the consumer, or used as a tool to support financial advisers (Turo for Advisers). Turo combines knowledge of the best compliant advice processes with smart software engineering and machine learning.\n \nTuro can be configured to a client’s own branding and advice policy where required.\n\nMyEva and Wealth Wizards are trading names of Wealth Wizards Benefits Limited which is authorised and regulated by the Financial Conduct Authority and is entered on the FCA Register under reference 596641.

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Total Funding

109

Number of Employees

$22.9M

Revenue (est)

0%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Wealth Wizards News

2022-03-30 - Improving the client journey and outcomes with hybrid advice

Simon Binney, business development director at Wealth Wizards, explains how hybrid advice is achieving these separate but symbiotic goals.

2022-03-22 - Tech is key to consolidation strategies, says Wealth Wizards

Advice firms that expand through mergers and acquisitions need to use technology better to increase profits, Wealth Wizards says.

2022-02-22 - Wealth Wizards hires execs from Mercer and Abrdn

Wealth Wizards founder and chief executive Andrew Firth said: “The addition of both Mark and Ben is incredibly exciting as we build on the...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$13.9M1395%N/A
#2
$25.2M158N/AN/A
#3
$62.1M1608%N/A
#4
$40.8M256-6%N/A
#5
$86.1M290-3%N/A