
Portfolio Rebalance - made easy
Rebalance 100 client portfolios in three seconds. Introducing WealthOS' automated rebalance feature.
Interested in taking the next-gen core wealth management platform on a test flight?
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.
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.
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.