WealthOS
WealthOS is a UK (outside the EU/EEA) fintech-infrastructure provider (Investment infrastructure). Verified at source - licence, regulator and registry reference. Active
Free for buyers: describe your use case and we check it against WealthOS and verified alternatives - licence, data residency, fit for your market - then introduce you to the right person. Reply within 1-2 business days.
Who it's for
WealthOS is built for products embedding investment - brokerage, savings or wealth. As an unlicensed vendor, regulatory obligations stay on the client's side.
Sovereignty profile
- Data residency (EEA): No - outside the EEA
- Company origin: UK (UK)
- Ownership / control: no change of control on record
What WealthOS does
Verified licence profile
WealthOS (London, UK; founded 2019) - API-first cloud-native core wealth-management platform (SaaS): onboarding, portfolio, custody connectivity, ISA/SIPP automation.
Verified 2026-06-28. How we verify → · Official website: wealthos.cloud · Spotted something out of date? Report a correction.
European alternatives to WealthOS
aixigo EU core Vendor Germany · EEA: YesShared: Investment infrastructure
InvestSuite EU core Vendor Belgium · EEA: YesShared: Investment infrastructure
Bitpanda Technology Solutions EU core CASP Austria · EEA: YesShared: Investment infrastructure
Cashlink EU core CASP Germany · EEA: YesShared: Investment infrastructure
Lemon Markets EU core Germany · EEA: YesShared: Investment infrastructure
Upvest EU core Germany · EEA: YesShared: Investment infrastructure
FAQ
Is WealthOS European / EEA-based?
WealthOS is UK origin (UK) and is not fully EEA-based; shown as a contrast/comparison.
What does WealthOS do?
WealthOS covers: Investment infrastructure. Verified at source by Fintechnologica.
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