Key facts
- It has raised $7.0M; the latest was Accelerator/Incubator in Sep 2022.
- Notable investors include Techstars, Tech Nation Group, Chris Adelsbach, nVentures, Barclays — 11 tracked in total.
- Status: Privately Held (backing).
- ·The complete investor list — 11 names
- ·Watchlist + deal alerts for WealthOS
- ·The full record, as it builds
Funding rounds
No funding rounds for WealthOS are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About WealthOS
Developer of a cloud-native operating system designed to build and run the next generation of savings, investment, and retirement products faster and cheaper than current providers. The company's platform offers a feature such as coupled with pre-built integration to a marketplace of specialist service providers to launch the entire digital value proposition, or in parts to complement an existing proposition, enabling wealth managers to accelerate digital adoption and innovation within the wealth management industry.
- Sector
- Information Technology
- HQ
- London, United Kingdom
- Founded
- 2019
- Employees
- 64
- Website
- wealthos.cloud/
- Ownership
- Privately Held (backing)
WealthOS doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in WealthOS shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on WealthOS in its N-PORT filings yet. We sweep new filings monthly.