Wealth365
Professional UK financial planning tools for wealth management and investment tracking.
Rate
About
Wealth365 offers a UK financial planning platform designed for both individuals and financial advisors. The platform provides tools for DIY retirement and wealth planning, including tax calculations and State Pension forecasts, and for advisors, it offers planning, CRM, and client lead generation services. Wealth365 aims to provide a panoramic view of financial assets, debts, and goals in one place.
Technology stack
detected 2026-06-22Est. monthly stack spend~$400/mo
Email
Microsoft 365
Hosting
Google Cloud
Stack
Bootstrap
Compliance
PCI DSS
GDPR
Status page
Instatus
Affiliate
Self-hosted affiliate
Comments
No comments yet. Be the first to share your take.
Frequently asked
What does Wealth365 do?
Wealth365 offers a UK financial planning platform designed for both individuals and financial advisors. The platform provides tools for DIY retirement and wealth planning, including tax calculations and State Pension forecasts, and for advisors, it offers planning, CRM, and client lead generation services. Wealth365 aims to provide a panoramic view of financial assets, debts, and goals in one place.
Where is Wealth365 headquartered?
Wealth365 is headquartered in United Kingdom.
When was Wealth365 founded?
Wealth365 was founded in 2026.
What industry does Wealth365 operate in?
Wealth365 operates in Fintech, Financial Planning, Wealth Management, Investment Tracking, B2B SaaS, White-label Platform.