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Wealth Wizards makes financial advice available through technology. Its end-to-end platform allows customers to automate regulated customer journeys to engage, advise, and execute financial planning decisions.On March 2nd, 2021, Wealth Wizards was acquired by Royal London. The terms of the transaction were not disclosed.
HQ 🇬🇧
Leamington Spa, United Kingdom
Status
Acquired
People
Pete C
Founder
Andrew Firth
Founder, Chief Executive Officer
Tony Vail
Founder
Anthony Jones
Chief Financial Officer
Richard Marshall
Chief Technology Officer
Elizabeth Basten
Chief Marketing Officer
Peter Coleman
Chief Commercial Officer
Investors
Royal London Group
Liverpool Victoria
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