Wealth Objects

WealthObjects, founded in London in 2015, builds its platform entirely in-house as an independent, employee-owned firm. That ownership structure matters: there are no external investors pushing for short-term exits, and the team retains full control over the product roadmap. For firms evaluating a long-term technology partner rather than a commodity SaaS subscription, that distinction is worth noting.

The platform covers the full adviser and client lifecycle in a single system, which is where most competing point solutions fall short. A wealth manager using WealthObjects can run the following within one environment:

• Client onboarding with integrated KYC/AML screening via LSEG World-Check or SmartSearch
• Financial planning, suitability assessment, and advice documentation
• Discretionary, advisory, and model portfolio management
• Investment reporting and performance tracking via a branded client portal
• E-signatures, document management, and compliance audit trails

The platform is modular and API-driven, so firms can deploy the full stack or connect individual modules alongside existing systems. White-labeling is standard. AI agents and an AI engine are listed as active capabilities, though the specific use cases are described at a high level rather than in granular product detail. Pricing is tailored by firm size, AUM, user count, geography, and selected modules, so no public pricing benchmarks are available for direct comparison.

WealthObjects targets wealth managers, IFAs, asset managers, insurers, and fintechs rather than family offices specifically. Firms seeking a platform built for multi-entity family structures, consolidated reporting across external custodians, or partnership accounting will need to assess fit carefully. The platform suits firms launching or upgrading a structured advice proposition who need speed to market without a build-in-house commitment.

• Client onboarding with KYC/AML screening
• Financial planning and suitability advice
• Portfolio management across discretionary, advisory, and model portfolio structures
• Investment and performance reporting via branded client portals
• Compliance documentation and audit trail management
• Digital and hybrid advice journey delivery

• CRM and client lifecycle management
• Integrated KYC/AML screening via LSEG World-Check or SmartSearch
• E-signatures via DocuSign and other providers
• Branded client and investor portals with mobile app access
• Financial planning and cashflow planning tools
• Discretionary, advisory, and model portfolio management
• Performance and investment reporting
• AI agents and AI engine
• Multi-factor authentication and per-firm database encryption
• REST API modules for third-party integration

Built for Advisors / Wealth Advisors (RIA), Investment Teams.

Portal, email, and dedicated Customer Success Manager