WealthObjects - Crunchbase Company Profile & Funding

Q: Where is WealthObjects's headquarters?

WealthObjects is located in London, England, United Kingdom.

Overview

WealthObjects

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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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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About WealthObjects

CB Rank

693139

WealthObjects provides wealth and investment firms with an intuitive CRM and a Client Portal to boost client relationships and engagement.

Founded

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Private

London, England, United Kingdom

11-50

wealthobjects.com

Asset Management

B2B

FinTech

Software

Wealth Management

Key People

Uday Nimmakayala: Founder & CEO

Details

Legal Name

Wealth Objects Limited

Operating Status

Active

Company Type

For Profit

Founders

Uday Nimmakayala

About the Company

WealthObjects was founded in London, UK and launched in September 2015. We are independent and owned by our employees, and we build all our technology in-house. Our team has decades of industry experience and considerable technology, investment and regulatory knowledge.

Phone Number

+44 (0) 20 3355 6388

Contact Email

info@wealthobjects.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

WealthObjects Unified Wealth Management Platform

A cloud-based platform integrating CRM, intermediary portals, and investor portals to manage onboarding, financial planning, investing, and reporting in one system.

Manager and Intermediary Platform

A secure portal for internal staff to manage daily business tasks, client servicing, and compliance workflows within wealth and investment firms.