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 $247M in funding in 2026 to date.

Where does WealthOS rank among its competitors?

WealthOS ranks 29th amongst 674 active competitors, of which 103 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 & 9 more

Ranked

29^th among 674 active competitors

Employee Count

3 as on Mar 31, 2025

Similar Companies

Addepar & 735 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 2 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	6206122	Seed	6555580	1581285	5705379	3537642
Nov 14, 2023	2251705	Seed	8356053	5560161	9273589	nVentures & 2 more
Feb 03, 2023	6906408	Seed	9633752	2178610	9041569	1596281

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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

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	78/100
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	Wealth management solutions for asset managers	$2.55B	Temasek, General Atlantic & 12 others	74/100
4th	SEI 1968, Oaks (United States), Public	Wealth and investment management solutions for institutional investors	-	Credit Suisse, Capitala Group	74/100
5th	Altruist 2018, Culver City (United States), Series F	Portfolio management software for financial advisors	$602M	Insight Partners, Venrock & 16 others	71/100
6th	Avaloq 1985, Zurich (Switzerland), Acquired	Cloud-based solutions for financial institutions	$301M	BlackRock, Warburg Pincus & 2 others	70/100
7th	Centricity 2022, Gurugram (India), Seed	Digital private wealth management platform for individuals	$24M	Burman Family Holdings, Play Holdings & 34 others	68/100
8th	Broadridge 2007, Nassau (United States), Public	Provider of tech solution for financial service and customer communication	-	Back Bay Group, Hg & 2 others	65/100
9th	AdvisorEngine 2014, New York City (United States), Acquired	Wealth management software platform empowering financial advisors with technology and services	$60.1M	WisdomTree, Kirenaga Partners	64/100
10th	Magnifi 2018, New York City (United States), Early Stage	Investment comparison platform	$21.1M	ThirdStream Partners, Portag3 Ventures & 1 others	64/100
29th	WealthOS 2019, London (United Kingdom), Acquired	SaaS-based wealth management solution for financial service industry	$7.39M	Barclays, Odin Investments & 8 others	57/100