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Latest news, updates, and insights from WealthOS
Discover our latest achievements, industry developments, and company announcements all in one place.
Quai Digital, powered by WealthOS, migrates 126,000 accounts from Embark (FNZ) on behalf of The Children’s ISA
UK’s specialist provider of children’s ISA products, has migrated all 126,000 of its ISA and Junior ISA (JISA) accounts from Embark (FNZ) onto Quai Digital’s platform, which utilises WealthOS technology at its core. The move is believed to be one of the largest completed migrations out of FNZ to date.
11th September 2025
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User experience versus expectation: the coming showdown in the world of SIPPs
Change is coming to the world of pensions. The industry faces a challenge regarding the current disharmony between consumer expectations and real-world experience. This dynamic is driving two major trends shaping the industry.
16th October 2024
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Roundtable roundup: how modern tools can help wealth managers stay relevant in the digital age
When it comes to gaining a competitive edge in pensions, how much of a role does technology play? A pretty big one, according to 54 percent of IFAs polled at the recent roundtables hosted by WealthOS.
10th October 2024
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WealthOS successfully raises ÂŁ4M with institutional investors Barclays and Main Set
WealthOS, the cloud-native wealth management infrastructure platform provider, has announced the successful closure of its seed round led by Barclays Bank. In addition to Barclays, WealthOS also attracted investment from Main Set, part of international investment firm Capricorn Capital Partners UK.
4th June 2024
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WealthOS launches first cloud-native solution for SIPP providers to complete digital transformation
WealthOS, the cloud-native operating system for digital wealth management products, has launched its new solution for providers of Self-Invested Personal Pension accounts (SIPPs) in the U.K. Its technology delivers immediate end-to-end benefits from an operating model that is 40% cheaper to run than existing systems and enables three times faster product innovation.
12th March 2024
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WealthOS wins contract with Quai Digital
WealthOS, the Barclays backed WealthTech has been selected by Quai Digital to become its new strategic technology partner. Quai, a leading provider of B2B wealth management white label outsourcing services, will utilise WealthOS’s composable software to integrate with its own proprietary platform to drive further growth by offering new scalable, feature-rich, digital financial capability to its clients.
22nd February 2024
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