FinovateEurope 2017 / Wealthify

Presenter Profile:

How they describe themselves: Wealthify is a leading player in the exciting new robo-investing market, using technology to democratise investing. Launched in April 2016, we’re a new FinTech start-up based in Cardiff; a team of 12 entrepreneurs, investment experts and software engineers with a shared ambition to shake up the investing industry and democratise investing. Wealthify aims to change 1 million savers to investors in 10 years, helping to grow some of the £700bn currently held in cash savings in the UK.

How they describe their product/innovation: Wealthify is an easy to use and affordable online investing service. We are a leading player in the exciting new robo-investing market, combining smart technology, innovative design and simple, straightforward language to make investing accessible to everyone, regardless of experience. Our technology makes people feel confident about investing: encouraging and building trust at every stage, speaking to users in a natural, confident tone and providing clear and helpful steps along the way. Our investing strategy is among the most progressive around, using a proprietary algorithm to optimise asset allocation decisions, reducing costs, which we pass to customers through lower fees.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed


Bus. Dev. & Sales: Michelle Pearce, Chief Investment Officer, 02920 099 203
Press: Mike Normansell, PR Manager, 02920 099 073

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