AdviceObjects is built, operated and owned by WealthObjects, an award-winning UK wealth technology firm. WealthObjects officially launched AdviceObjects as a modern Wealth CRM and Financial Planning Adviser Software platform with a linked elegant Client Portal, specifically crafted to meet the demands of the digital age.
WealthObjects was founded in 2015 and has its headquarters in London, UK. We are proud to be fully-owned by our employees, and to build all of our innovative products in-house. The management team has decades of industry experience, complemented by considerable investment, regulatory and technology knowledge amongst the wider team.
Our mission is to provide the best technology solutions and services in the financial services digitalisation space, and to become a trusted long-term strategic partner for financial institutions looking to launch new digital business models using modern and scalable technologies. We are a growing company, and have the ability to rapidly mobilise our teams across various disciplines to meet client needs. We currently serve clients across various financial sectors in EMEA and APAC.