When was WealthOS founded?

WealthOS was founded in 2019 and raised its 1st funding round 1 year after it was founded.

Where is WealthOS located?

WealthOS is headquartered in London, United Kingdom.

Who is the current CEO of WealthOS?

Anton Padmasiri of WealthOS. They have also founded 1 company.

Which legal entities is WealthOS associated with?

WealthOS is associated with WEALTHOS LIMITED.

How many employees does WealthOS have?

As of Mar 31, 2025, the latest employee count at WealthOS is 3.

Is WealthOS a funded company?

WealthOS is a funded company, having raised a total of $7.39M across 6 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Dec 28, 2020.

How much is WealthOS worth?

The last known valuation of WealthOS was £***** as of Oct 21, 2024.

When was the latest funding round of WealthOS?

WealthOS's latest funding was a $***** Seed round on May 22, 2024, with participation from 1 investor. Its primary sector is Investment Tech. In United Kingdom, the Investment Tech sector has seen $147M in funding in 2026 to date.

Where does WealthOS rank among its competitors?

WealthOS ranks 29th amongst 689 active competitors, of which 104 are funded. It stands 9th in terms of total funding among its competitors. The most recent competitor to raise funding was FNZ, which secured $650M in Nov, 2025.

Who are the top competitors of WealthOS?

WealthOS's top competitors include Addepar, KFin Technologies and FNZ. Among them, FNZ secured the most recent funding round in November, 2025.

WealthOS - 2026 Company Profile, Team, Funding, Competitors & Financials

Company Details

SaaS-based wealth management solution for financial service industry.

Website: wealthos.cloud
Social
Email ID: *****@wealthos.cloud

Key Metrics

Founded Year

2019

Location

London, United Kingdom

Stage

Acquired

Total Funding

$7.39M in 6 rounds

Latest Funding Round

Seed, May 22, 2024, $*****

Last Known Valuation

£***** as on Oct 21, 2024

Investors

Barclays & 11 more

Ranked

29^th among 689 active competitors

Employee Count

3 as on Mar 31, 2025

Similar Companies

Addepar & 750 more

Exit Details

Acquired by JPMorgan Chase (Jan 26, 2026)

View WealthOS's full profile

WealthOS is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
WEALTHOS LIMITED CIN: 12272276 , United Kingdom, Active	Oct 20, 2019	-	3 (As on Mar 31, 2025)

WealthOS got acquired by JPMorgan Chase on Jan 26, 2026.

Click here to take a look at WealthOS's acquisition in detail

WealthOS has raised a total funding of $7.39M over 6 rounds. Its first funding round was on Dec 28, 2020. Its latest funding round was a Seed round on May 22, 2024 for $*****. 1 investor participated in its latest round. WealthOS has 8 institutional investors and 4 angel investors.

Here is the list of recent funding rounds of WealthOS:

Filter this list

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
May 22, 2024	3454753	Seed	7633156	2639004	2451823	9786233
Nov 14, 2023	2480168	Seed	7683196	9905465	4165740	nVentures & 2 more
Feb 03, 2023	4109823	Seed	5721595	2886571	6866994	6046085

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View details of WealthOS's funding rounds and investors

The founders of WealthOS are Chamat Arambewela and Anton Padmasiri. Anton Padmasiri is the CEO of WealthOS.

Here are the details of WealthOS's key team members:

Chamat Arambewela: Co-Founder & COO of WealthOS. They serve on the board of 1 company.
Contact Info: 1 email address
Anton Padmasiri: Co-Founder & CEO of WealthOS. They serve on the board of 1 company.
Contact Info: 1 email address

WealthOS's Board of Directors

WealthOS's board has 3 active members. Chamat Arambewela and Anton Padmasiri are part of team and John Herlihy is independent board member.

Here is the list of WealthOS's board of directors:

Name	Type	Representing	Status	Duration
Chamat Arambewela	Team	-	Current	6y 7m
Anton Padmasiri	Team	-	Current	6y 7m
John Herlihy	Independent board member	-	Current	0y 11m

View details of WealthOS's Founder profiles and Board Members

WealthOS's employee count trend

WealthOS has 3 employees as of Mar 25. The total employee count is 50.0% more than what it was in Mar 24. Here is WealthOS's employee count trend over the years:

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Top competitors of WealthOS include Addepar, KFin Technologies and FNZ. Here is the list of Top 10 competitors of WealthOS, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Addepar 2009, Mountain View (United States), Series G	Wealth management solutions for advisors	$759M	WestCap, Valor Equity Partners & 57 others	77/100
2nd	KFin Technologies 2017, Hyderabad (India), Public	App-based platform for investments in mutual funds	$42.1M	Compar Estates and Agencies, Kotak Mahindra Bank ... & 11 others	76/100
3rd	FNZ 2003, London (United Kingdom), Acquired	Provider of wealth management platforms for financial institutions and advisors	$2.55B	Temasek, General Atlantic & 13 others	74/100
4th	Broadridge 2007, United States, Public	Provider of tech solution for financial service and customer communication	-	Back Bay Group, Zühlke & 4 others	73/100
5th	SEI 1968, Oaks (United States), Public	Wealth and investment management solutions for institutional investors	-	UBS, Capitala Group	71/100
6th	AdvisorEngine 2014, New York City (United States), Acquired	Wealth management software platform empowering financial advisors with technology and services	$60.1M	WisdomTree, Kirenaga Partners	71/100
7th	Altruist 2018, Culver City (United States), Series F	Portfolio management software for financial advisors	$602M	Insight Partners, Venrock & 17 others	70/100
8th	Avaloq 1985, Zurich (Switzerland), Acquired	Cloud-based solutions for financial institutions	$301M	BlackRock, Warburg Pincus & 2 others	70/100
9th	Centricity 2022, Gurugram (India), Seed	Digital private wealth management platform for individuals	$24M	Burman Family, Play Holdings & 34 others	68/100
10th	ZILO 2020, London (United Kingdom), Series A	Software-enabled transfer agency system	$58.7M	Portage, Fidelity International Strategic Ventures ... & 4 others	65/100
29th	WealthOS 2019, London (United Kingdom), Acquired	SaaS-based wealth management solution for financial service industry	$7.39M	Odin Investments, Barclays & 10 others	57/100