1
Growth Score
pts
Heat Score
-76 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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4092117
Wealth Analytica provides an end-to-end wealth management platform for IFAs with portfolio analytics and client portals.
About the Company
Wealth Analytica provides an end-to-end wealth management platform for independent financial advisers and wealth management firms. The software supports client fact-finding, portfolio analysis, fund, MPS, DFM and stock analytics, and ongoing portfolio monitoring in a single system. It consolidates research across funds, model portfolios, equities,
ETFs, investment trusts and alternatives with risk, ESG and cost analysis. The platform also supports FCA-aligned compliance documentation, suitability reporting, data migration and integrations with custodian platforms. Advisers use it to manage client relationships, scale capacity and run client portals and secure communications.
