Wealthify - About the company
Wealthify is an acquired company based in Penarth (United Kingdom), founded in 2014 by Richard Theo and Michelle Pearce-Burke. It operates as an Investing and savings platform that offers simple, managed investment plans. Wealthify has raised $870K in funding. The company has 7 active competitors, including 1 funded and 2 that have exited. Its top competitors include companies like Penny, Procentia and Zippen.
Company Details
Investing and savings platform that offers simple, managed investment plans. It provides managed investment plans where users choose a risk level and theme while expert teams handle portfolio management. The platform offers products such as Stocks and Shares ISAs, Junior ISAs, Self-Invested Personal Pensions (SIPPs), and pension consolidation tools, along with instant access savings and Cash ISAs powered in partnership with ClearBank. It is designed to simplify investing for beginners and long-term savers, combining app-based convenience, diversified portfolios, and regulated financial services. It focuses on making investing and saving accessible, low-cost, and professionally managed while keeping user control over goals and risk preferences.
- Website
- www.wealthify.com/
- Social
- Email ID
- *****@wealthify.com
- Phone Number
- +44 **********
- Registered Address
- TEC MARINA TERRA NOVA WAY,PENARTH,CARDIFF,WALES,CF64 1SA
Key Metrics
Founded Year
2014
Location
Penarth, United Kingdom
Stage
Acquired
Total Funding
$870K in 2 rounds
Latest Funding Round
Investors
Ranked
1st among 7 active competitors
Annual Revenue
£1M - £10M as on Dec 31, 2025
Employee Count
120 as on Aug 31, 2026
Exit Details
Acquired by Aviva (Oct 06, 2017)
Legal entities associated with Wealthify
Wealthify is associated with 2 legal entities given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Reports |
|---|---|---|---|---|
WEALTHIFY GROUP LIMITED CIN: 7853934 , United Kingdom, Active | Nov 20, 2011 | £1M - £10M (As on Dec 31, 2025) | 90 (As on Dec 31, 2022) | |
WEALTHIFY LIMITED CIN: 09034828 , United Kingdom, Active | May 11, 2014 | £1M - £10M (As on Dec 31, 2024) | 113 (As on Dec 31, 2023) |
Wealthify's acquisition details
Wealthify got acquired by Aviva on Oct 06, 2017.
Click here to take a look at Wealthify's acquisition in detail
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Wealthify's funding and investors
Wealthify has raised a total funding of $870K over 2 rounds. Its first funding round was on Mar 29, 2016. Wealthify has 3 institutional investors.
Here is the list of recent funding rounds of Wealthify:
Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Aug 05, 2016 | 9425717 | Seed | 6867086 | 2772099 | 1972647 | 9383301 |
Mar 29, 2016 | 4389122 | Grant (prize money) | 4861797 | 6374840 | 9848243 |
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Wealthify's founders and board of directors
Founder? Claim ProfileThe founders of Wealthify are Richard Theo and Michelle Pearce-Burke. Richard Ambrose is the CEO of Wealthify.
Here are the details of Wealthify's key team members:
- Richard Theo: Former Co-Founder & CEO of Wealthify. Contact Info: 1 email address
- Michelle Pearce-Burke: Former Co-Founder of Wealthify. Contact Info: 1 email address
- Richard Ambrose: CEO of Wealthify.
View details of Wealthify's Founder profiles and Board Members
Wealthify's employee count trend
Wealthify has 120 employees as of Aug 26. Here is Wealthify's employee count trend over the years:
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Wealthify's Competitors and alternates
Top competitors of Wealthify include Penny, Procentia and Zippen. Here is the list of Top 10 competitors of Wealthify, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st |  Wealthify 2014, Penarth (United Kingdom), Acquired | Investing and savings platform that offers simple, managed investment plans | $870K | 43/100 | |
2nd |  Penny 2019, Bristol (United Kingdom), Seed | Pension management platform allows users to manage scattered pensions | $4.81M | 39/100 | |
3rd | Procentia 2002, Bristol (United Kingdom), Unfunded | Provides of pension administration software solution | - | - | 37/100 |
4th |  Zippen 2018, Hertfordshire (United Kingdom), Acquired | Provider of pension consolidation solutions | - | - | 28/100 |
5th |  mypensionID 2017, Selsey (United Kingdom), Unfunded | App-based pension consolidation platform for individuals | - | - | 17/100 |
6th |  Beach App 2023, London (United Kingdom), Unfunded | Provider of platforms for pension consolidation, savings, and investment management | - | - | 16/100 |
7th |  Rettracktive 2020, London (United Kingdom), Deadpooled | App-based platform for pension consolidation | - | - | 15/100 |
8th |  Pensionsmith 2022, London (United Kingdom), Unfunded | Online platform for pension funds | - | - | 15/100 |
9th | _1578032986198.png?devicePixelRatio=2&height=30&width=30){kind=logo} Moxie Pensions 2019, London (United Kingdom), Deadpooled | Pension consolidation platform | - | - | 14/100 |
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Wealthify's Investments and acquisitions
Wealthify has made no investments or acquisitions yet.
Reports related to Wealthify
Here is the latest report on Wealthify's sector:
News related to Wealthify
Filter this list•
Wealthify Appoints Jessie Kwok as Chief Investment OfficerFintech Finance•Feb 17, 2025•Wealthify, Investec
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Wealthify Launches Next Generation Platform to Support High Growth AmbitionsFintech Finance•Jul 31, 2024•Wealthify
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Wealthify Selects ClearBank as Its Embedded Banking Partner to Launch New Savings AccountEIN Presswire•Feb 13, 2024•Wealthify, ClearBank
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Wealthify selects ClearBank as its embedded banking partner to launch new savings accountFintech Finance•Feb 13, 2024•ClearBank, Wealthify
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Wealthify launches a new savings account with ClearBankPrivatebankerinternational•Feb 13, 2024•ClearBank, Wealthify
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Wealthify enables better customer interactions with Talkdesk contact center solutionBusiness Wire•Jan 31, 2022•Talkdesk, Wealthify
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