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Sarah Yellowlees Email
Chief Product Officer . Wealth Wizards
Leamington Spa,
Locations***************@wealthwizards.com
Primary EmailHow to contact Sarah Yellowlees
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Employees:
109Revenue:
$22.9MAbout
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.Wealth Wizards Address
Wizards HouseLeamington Spa, null
UK