Insights

Growing Market Presence Recent strategic partnerships with Ink Group and Ricoh Europe demonstrate Wealth Wizards' expanding reach into corporate wellness and employee financial wellbeing markets, highlighting opportunities to offer tailored financial advice solutions to large organizations.

Product Innovation The launch of specialized solutions for Master Trusts and collaborations with major employers like Royal London showcases the company's technological capabilities, indicating opportunities to upsell or customize SaaS platforms for similar financial institutions.

Professional Expertise With Chartered Financial Planners and high standards of technical excellence, Wealth Wizards is positioned to attract premium clients seeking compliant, sophisticated financial advice platforms, opening avenues for enterprise-level sales to financial institutions and corporations.

Technology Investments Wealth Wizards' use of advanced tech stack components like Next.js, NoSQL, and Salesforce Marketing Cloud signals ongoing investment in scalable, innovative solutions, suggesting potential for introducing complementary fintech integrations or advanced analytics services.

Market Opportunity Serving a range of clients from government to FMCG sectors, and with revenue between 10M to 25M, the company presents scope for expanding into additional sectors and larger enterprise accounts, offering a broader base for upselling existing products or developing new targeted offerings.

Similar companies to Wealth Wizards

Wealth Wizards Tech Stack

Wealth Wizards uses 8 technology products and services including OneTrust, NoSQL, git, and more. Explore Wealth Wizards's tech stack below.

OneTrust
Cookie Compliance
NoSQL
Database
git
Development
Atlassian Jira
Issue Trackers
Next.js
Javascript Frameworks
Modernizr
Javascript Libraries
Salesforce Marketing Cloud Account Engagement
Marketing Automation
CSS
Web Tools And Plugins

Media & News

Wealth Wizards's Email Address Formats

Wealth Wizards uses at least 1 format(s):

Wealth Wizards Email Formats	Example	Percentage
First.Last@wealthwizards.com	John.Doe@wealthwizards.com	85%
First@wealthwizards.com	John@wealthwizards.com	8%
First.Middle@wealthwizards.com	John.Michael@wealthwizards.com	5%
Last@wealthwizards.com	Doe@wealthwizards.com	2%

Frequently Asked Questions

Where is Wealth Wizards's headquarters located?

Wealth Wizards's main headquarters is located at 8 Athena Court Royal Leamington Spa, England United Kingdom. The company has employees across 3 continents, including EuropeAfricaNorth America.

What is Wealth Wizards's official website and social media links?

Wealth Wizards's official website is wealthwizards.com and has social profiles on LinkedIn.

What is Wealth Wizards's SIC code NAICS code?

Wealth Wizards's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Wealth Wizards have currently?

As of February 2026, Wealth Wizards has approximately 108 employees across 3 continents, including EuropeAfricaNorth America. Key team members include Chief Technology Officer: P. M.Chief Financial Officer: A. V. A.Chief Product Officer: S. Y.. Explore Wealth Wizards's employee directory with LeadIQ.

What industry does Wealth Wizards belong to?

Wealth Wizards operates in the Financial Services industry.

What technology does Wealth Wizards use?

Wealth Wizards's tech stack includes OneTrustNoSQLgitAtlassian JiraNext.jsModernizrSalesforce Marketing Cloud Account EngagementCSS.

What is Wealth Wizards's email format?

Wealth Wizards's email format typically follows the pattern of First.Last@wealthwizards.com. Find more Wealth Wizards email formats with LeadIQ.

When was Wealth Wizards founded?

Wealth Wizards was founded in 2009.

Wealth Wizards

Q: What is Wealth Wizards's official website and social media links?

Wealth Wizards's official website is wealthwizards.com. Wealth Wizards has social profiles on LinkedIn.

Q: How many employees does Wealth Wizards have currently?

Wealth Wizards has approximately 108 employees.

Q: What technology does Wealth Wizards use?

Wealth Wizards's tech stack includes PostgreSQL, GraphQL, Prometheus, Grafana, Google Tag Manager.

Financial ServicesEngland, United Kingdom51-200 Employees

At Wealth Wizards, we believe everyone should have access to high-quality financial advice. Since 2009, we've combined deep industry expertise with innovative technology to make guidance and advice more affordable, more scalable and more impactful.

Our SaaS platform automates financial advice for some of the UK’s most forward-thinking organisations, while our digital advice solution, MyEva, supports employees across FMCG, luxury retail and central government.

As Chartered Financial Planners, we uphold the highest standards of professionalism, ethics and technical excellence—giving our clients and partners complete confidence in the quality of our advice.

MyEva and Wealth Wizards are trading names of Wealth Wizards Benefits Limited which is authorised and regulated by the Financial Conduct Authority and is entered on the FCA Register under reference 596641.