Anjana Jayawardena
Portfolio Rebalance - made easy
Rebalance 100 client portfolios in three seconds. Introducing WealthOS' automated rebalance feature.
Enterprise, cloud native core wealth management SaaS
Launch and run superior digital wealth management propositions faster & cheaper.
The WealthOS is live!
Private Beta
We have released the WealthOS Platform and the WealthOS API in a private beta mode.
The beta highlights some of the superior features that make it faster, cheaper and better to launch and run wealth management value propositions on the WealthOS platform.
Interested in taking the next-gen core wealth management platform on a test flight?
The Google Maps to your Uber
Accelerate your digital transformation.
End-to-end
Our roadmap boasts of a comprehensive feature set with out-of-the-box integrations to key third-party verticals (e.g. Stripe for payments, Onfido for KYC/AML).
No hidden build costs.
We cover the wealth management life cycle.
END TO END
Plug and play
Our REST APIs and modularised design allows you to use WealthOS in parts to complement your existing proposition, or in its entirety to launch a brand new one.
Our focus on elegant documentation and superior developer experience allows you to launch faster and cheaper.
Faster development of multi channel digital features.
PLUG & PLAY
THE FOUNDERS
Anton Padmasiri, CEO / Co-Founder
Anton has worked in wealth management and pensions for over 16 years for the likes of Edward Jones, Towry, Fidelity and Smart Pension. Building and shipping great products that solve big inefficiencies is Anton's thing. At Fidelity he was the product lead for its retail pension products and more recently, at Smart Pension for developing a modern workplace pensions platform. WealthOS is the idea born out of years of frustrations from working with substandard WealthTech platforms, entirely unsuited to digital adoption and innovation.
NOTES FROM THE ENGINE ROOM
