Wealthobjects

WealthObjects is a B2B Financial Technology company that offers AI-Powered Unified Wealth Platform: With Integrated CRM and Client Experience Portal. We help wealth, investment, and insurance firms with digital and AI using our unified platform. The secure platform provides an intuitive Manager Portal and an engaging Investor Portal, enabling firms to operate their entire client workflow management efficiently and deliver superior digital customer experience. Selected for the WealthTech100 list for six consecutive years (2020–2025), recognising WealthObjects as one of the top 100 innovative global companies driving digital transformation in wealth and asset management. Winner at the Wealth Management and Technology Asia Awards 2022 for Digital (Advice) Product or Platform, highlighting superior technology and future-ready digital business models. Winner at the Wealth Management and Technology Americas Awards 2022 for Client Communication Solution, showcasing our innovation and commitment to customer experience. Finalist at the European Wealth Management and Technology Awards 2019 in four categories, reflecting our innovative digital solutions across financial services. Winner at the European Wealth Management and Technology Awards 2018 for Digital Wealth Platform and Innovative FinTech Solution, reinforcing our leadership in digital transformation. Winner of Best Artificial Intelligence and Robotics Project 2018 for the Extraordinary Life robo-advice solution powered by WealthObjects. Finalist in the Eye on Innovation Award 2018 for Financial Services (EMEA) with the Extraordinary Life – Digital Advice solution. Selected exhibitor among the Top 100 UK FinTech firms at the International FinTech Conference 2017, showcasing our prominence in the FinTech sector. Recognised among the Top 100 European FinTech Companies 2016, highlighting our early innovation and influence in the FinTech space.