From the community

Wealth Wizards confirms new growth funding round

December 20, 2019 | Financial Planning

Content provided by Wealth Wizards

Wealth Wizards
Wealth Wizards confirms new growth funding round

Wealth Wizards, a market-leading financial advice technology provider, confirms that is in ongoing discussions with potential investors with a view to raising further growth capital to support the development of the company and broaden its investor base alongside its existing investor LV=.

The new funding round will accelerate the adoption of Wealth Wizards’ SaaS platform and AI capabilities to drive expansion within the financial advice, banking, insurance and employee benefits markets, and the development of further market changing products for the wider digital financial services market.

Investors may include both strategic and financial parties and the discussions coincide with an inflection point in demand for conversational AI and chatbot solutions.

More in Financial Planning

New financial health FinTech has BBVA, Anthemis backing
Financial Planning
February 20, 2020

New financial health FinTech has BBVA, Anthemis backing

A new FinTech, Wollit, which focuses on financial health has been backed by Anthemis and BBVA. In...

Digital advice, adapt or die: new whitepaper

Posted By The Community

Financial Planning
January 14, 2020

Digital advice, adapt or die: new whitepaper

On Wednesday 27th November, we welcomed expert speakers from the world of financial advice and beyon...

Written By: Wealth Wizards

Advice gap? We have an advice capacity gap – and we can solve it with 'piloted advice'

Posted By The Community

Financial Planning
December 03, 2019

Advice gap? We have an advice capacity gap – and we can solve it with 'piloted advice'

If you had to pick a problem that has lingered longest in retail financial services, the “advice gap...

Written By: Wealth Wizards

Financial Planning
May 13, 2020

Coronavirus: The impact on leveraged finance

The global implications of coronavirus are fast evolving. Around the world, there are health concern...

Financial Planning
May 07, 2020

Regulatory Initiatives Grid

The Grid contains a broad range of regulatory initiatives reflecting the breadth and diversity of th...

Financial Planning
June 20, 2019

Mansion House Dinner Speech 2019- Philip Hammond

Nine years ago, I stepped into the Cabinet Room for the first time – part of a team that faced...

There are no Events in this category