Wealth Wizards

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Do you work for Wealth Wizards? You can enrich your data with Simple and reach the next generation of client.

Consolidated Reporting

HQ

United Kingdom

Wealth Wizards is the UK’s first online financial adviser.

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Chief Investment Officer

Multi Family Office in the US

Some companies with in depth profiles

WIZE by TeamWork

Portfolio Management

HQ

Switzerland

The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 100+ custodian automatic feeds for multi-asset consolidated reporting.

Addepar

Consolidated Reporting

HQ

United States of America

Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives

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Company Finder

Wealth Wizards

Category

Consolidated Reporting

HQ

United Kingdom