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WealthOS provides cloud-based software for digital wealth management and administration.
Founded in 2019 and based in London, WealthOS provides SaaS tools for wealth management, including fee calculation, billing, pension drawdown administration and project and illustration software. Its platform also supports asset and cash transfers for GIAs, ISAs and SIPPs. In November 2023, it raised GBP 2 million from Barclays Bank, nVentures and individual investors.
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