Wealth Wizards

Wealth Wizards is the UK’s first online independent financial adviser and offers digital regulated financial advice and guidance.

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Products and services

Their flagship software-as-a-service platform, Turo, enables advisers to automate key parts of the advice process. Their financial wellbeing app, MyEva, is the UK’s leading digital adviser in the employer market and is deployed with over 50 UK employers and is available to over 45,000 employees.

About the business

Wealth Wizards is a financial advice technology provider. Their founding purpose is to make financial advice affordable and accessible to all, and they have pioneered the automation of financial advice in the UK market. Their end-to-end technology platform allows customers to automate regulated customer journeys to engage, advise and execute on everyday financial planning decisions.

History

The company was established in 2009 in Leamington Spa.

About the owners and the team

The company, a subsidiary of Liverpool Victoria, was acquired by Royal London for an undisclosed amount in March 2021. The small team of 70 employees is led by Andrew Firth, the Co-Founder & Chief Executive Officer.

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