Wealth Wizards

OverviewSuggest Edit

Wealth Wizards is a fintech company developing an online advice platform Turo that enables advisers to meet the demands of compliance. It helps financial services organizations deliver regulated, automated financial advice, which can be accessed digitally by the consumer or used as a tool to support financial advisers.
TypePrivate
Founded2009
HQWarwick, GB
Websitewealthwizards.com
Employee Ratings4.9

Locations

Wealth Wizards is headquartered in
Warwick, United Kingdom

Location Map

Latest Updates

Employees (est.) (Feb 2020)73(+3%)

Key People/Management at Wealth Wizards

Andrew Firth

Andrew Firth

Chief Executive
Scanes Bentley

Scanes Bentley

Chairman
Tony Vail

Tony Vail

Chief Advice Officer
Anthony Jones

Anthony Jones

Chief Financial Officer
Liz Basten

Liz Basten

Chief Marketing Officer
Pete Coleman

Pete Coleman

Chief Commercial Officer
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Wealth Wizards Office Locations

Wealth Wizards has an office in Warwick
Warwick, GB (HQ)
8 Athena Court, Tachbrook Park, Royal Leamington Spa
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Wealth Wizards Financials and Metrics

Summary Metrics

Founding Date

2009

Wealth Wizards total Funding

$38.8 m

Wealth Wizards latest funding size

$38.83 m

Time since last funding

2 months ago
Wealth Wizards's latest funding round in December 2019 was reported to be $38.8 m. In total, Wealth Wizards has raised $38.8 m
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Wealth Wizards Online and Social Media Presence

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Wealth Wizards Frequently Asked Questions

  • When was Wealth Wizards founded?

    Wealth Wizards was founded in 2009.

  • Who are Wealth Wizards key executives?

    Wealth Wizards's key executives are Andrew Firth, Scanes Bentley and Tony Vail.

  • How many employees does Wealth Wizards have?

    Wealth Wizards has 73 employees.

  • Who are Wealth Wizards competitors?

    Competitors of Wealth Wizards include Encompass, Ticker Software and Griffin.

  • Where is Wealth Wizards headquarters?

    Wealth Wizards headquarters is located at 8 Athena Court, Tachbrook Park, Royal Leamington Spa, Warwick.

  • Where are Wealth Wizards offices?

    Wealth Wizards has an office in Warwick.

  • How many offices does Wealth Wizards have?

    Wealth Wizards has 1 office.