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Wealthify as a Service

Our award-winning digital investment service, tried-and-tested infrastructure and simple user experience could be exactly what your business is looking for.

We deliver a highly successful direct to consumer service, and we're one of the UK's leading providers of white-labelled digital investment solutions. We make it easy for your business to offer new services to customers, create a new revenue stream, and enter an expanding market in a short timeframe.

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To find out how Wealthify as a service can benefit your business contact us today.

How we can help

Banks & Building Societies

Offer your customers more with our award-winning investment service.

What do Wealthify offer?

Financial Advisers & Wealth Managers

Incubate and monetise your lower-value clients while they grow.

How does this work?

Employers of all shapes and sizes

Offer Wealthify as a staff perk and complement your workplace pension.

What can Wealthify do?

Digital & E-Commerce Businesses

Expand your services and monetise your customers in exciting new ways.

How do we get started?

Deliver new products to your bank customers

The banking industry is taking a more digital approach and expanding on the products they provide. By partnering with Wealthify, you can white label and launch our award-winning investment platform to your customer base.

This approach reduces your capital expenses, increases the speed that you can take it to market, and is designed to complement your existing savings solutions, not replace them.

Benefits of partnering with Wealthify

  • Fast and affordable access to an award-winning investment platform
  • Options to use Wealthify co-branded or white labelled
  • Give your customers' cash more potential
  • Create a new revenue stream for your business
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Wealthify articles page showing articles about investing on iPhone.

A solution for advisers' smaller clients

Wealthify could help you deliver value to smaller clients while taking a handsoff approach that frees you up to spend more time with your high value clients.

At Wealthify, we don't do advice. We provide a beautifully designed, simple investment platform that allows your smaller clients to self-service until they reach a scale that makes them commercially viable for you.

Benefits of partnering with Wealthify

• No costs to implement
• Save time and admin hassle
• Enhance your service proposition
• Retain a future pipeline of prospects
• Monthly reports

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Wealthify your workplace

You want the best for your employees, and Wealthify could be exactly what you're looking for.

Employers are constantly looking to bring new staff perks into the fray, and Wealthify could offer a great way to help your employees maximise their savings' potential. An effective wellbeing strategy should consider financial wellbeing as well as physical and mental health.

You already offer a workplace pension, complement it with a workplace ISA.

Make your employees' money work as hard as they do

A workplace ISA provides employees an opportunity to get a better return on their investment than other saving options

Beautifully simple

Buying an investment ISA can be confusing. Wealthify pride themselves on making the whole process beautifully simple

No employer costs

There is no cost for including a workplace ISA as an option in an employee benefits package

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Digital & E-Commerce Businesses

Are you looking for exciting new ways to monetise your clients without having to go through rigorous product testing and an expensive build process? Using Wealthify as a service can help you to expand your services and add additional revenue with no extra operating costs.

We already work with lots of the UK's most exciting Fintechs and are able to integrate our service quickly and easily with yours, helping you to take the product to market sooner than you might expect.

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How Wealthify can work for you

At Wealthify, we understand that every business is different with your own goals and ways of working. Our aim is to offer an excellent service that complements your own. That's why we have a number of different ways of working, as outlined below:

Affiliates

Add Wealthify to your website using the simple link we provide and get rewarded for any successful sign ups.

APIs

Build your own user interface with Wealthify providing all the financial regulatory capabilities through our APIs.

White Labelling

We can build an investment service in your brand, then host, and operate it on your behalf.

Bespoke

We can work with you to create a completely custom solution using a combination of the other approaches.

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Strength in depth

We're backed by Aviva, one of the UK's largest financial services institutions which has looked after British consumers for more than 300 years.

Wealthify operates independently but Aviva own a majority shareholding, which means you get the best innovation in smart simple investing together with the security of knowing we're here to stay and operate to the highest standards.

Aviva's investment in Wealthify allows us to achieve all the things we always wanted to, but at an accelerated pace and with greater confidence.

Wealthify Customer Reviews

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