Wealthify is a group of like-minded investment experts, software engineers and entrepreneurs with a shared ambition to shake things up and make investing easy and affordable for everyone. Wealthify is challenging people to think differently and do more with their savings. Its promise is simple: No complicated jargon, no daunting fees, just straightforward, effortless investing.

Parent CompanyAviva
HQPenarth, GB
Cybersecurity ratingCMore
Wealthify was founded in 2014 and is headquartered in Penarth, GB

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Key People/Management at Wealthify

Michelle Pearce-Burke

Michelle Pearce-Burke

Co-Founder, Chief Investment Officer & COO
Andy Russell

Andy Russell

Chief Executive Officer
Michael Ashford

Michael Ashford

Chief Technology Officer
Lee Gainer

Lee Gainer

Chief Financial Officer
Sally Allan

Sally Allan

Chief Marketing Officer
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Wealthify Office Locations

Wealthify has an office in Penarth
Penarth, GB (HQ)
Tec Marina, Terra Nova Way
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Wealthify Financials and Metrics

Summary Metrics

Founding Date


Total Funding

$3.3 m


In total, Wealthify had raised $3.3 m. Wealthify is a subsidiary of Aviva

Wealthify Revenue

GBPFY, 2015FY, 2016FY, 2017FY, 2018



Accounts Receivable


Current Assets



FY, 2015

Financial Leverage

1 x
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Wealthify Cybersecurity Score

Cybersecurity ratingPremium dataset



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Wealthify Online and Social Media Presence

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Wealthify News and Updates

TSB partners Wealthify to offer customers robo-investments

TSB is to launch its first investment programme through a partnership with robo-advisor Wealthify.

Aviva takes complete ownership of Wealthify

Wealthify is starting a new chapter as we embark on the next phase of our growth.

Wealthify launches digital personal pension

Wealthify, the multi-award-winning digital investment service, has launched a Self-Invested Personal...

Wealthify deploys Money Dashboard aggregation app

Money Dashboard, the free personal finance app has released an integration with robo-investor Wealth...

City Moves for 8 January - Who's switching jobs at Kantar, Wealthify and Reed Smith?

Today’s City Moves includes Kantar, Wealthify and Reed Smith Kantar Data, insights and consulting company Kantar has announced the appointment [...] The post City Moves for 8 January - Who's switching jobs at Kantar, Wealthify and Reed Smith? appeared first on CityAM.

Wealthify appoints Simon Holland as chief product officer

Wealthify, the award-winning digital wealth management platform, is proud to welcome Simon Holland a...
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Wealthify Frequently Asked Questions

  • When was Wealthify founded?

    Wealthify was founded in 2014.

  • Who are Wealthify key executives?

    Wealthify's key executives are Michelle Pearce-Burke, Andy Russell and Michael Ashford.

  • How many employees does Wealthify have?

    Wealthify has 48 employees.

  • Who are Wealthify competitors?

    Competitors of Wealthify include MoneyFarm, Axos Invest and iQuant.

  • Where is Wealthify headquarters?

    Wealthify headquarters is located at Tec Marina, Terra Nova Way, Penarth.

  • Where are Wealthify offices?

    Wealthify has an office in Penarth.

  • How many offices does Wealthify have?

    Wealthify has 1 office.