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Overview
Wealth Wizards delivers financial guidance by combining professional planning with technology. Its SaaS platform automates financial advice for UK employers, while MyEva provides digital, personalized guidance for employees across sectors such as FMCG, luxury retail, and central government. The company blends expert Chartered Financial Planners with automated tools to offer scalable, affordable advice, backed by FCA regulation. Its goal is to make high-quality financial advice accessible to more people and help organizations support their employees' financial well-being.
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Simplify's take
What believers are saying
- Targeted Support launched in 2026, creating immediate demand for compliant advice software.
- Wealth Wizards lists partnerships with LV=, Ricoh, FCO, NHS, and IHG.
- Management says AI and SaaS expansion target banking, insurance, and employee benefits markets.
What critics are saying
- Wealth Wizards is still raising growth capital in October 2026, signaling financing dependence.
- Its model depends on Targeted Support adoption after 2026 FCA-HMT rule changes.
- Failure to close funding or win enterprise contracts would starve product expansion and growth.
What makes Wealth Wizards unique
- Wealth Wizards owns regulated advice software built for UK retirement and Targeted Support.
- LV= backs Wealth Wizards and embeds its technology into retirement advice workflows.
- 2025 turnover jumped to £14.2 million, showing commercial traction beyond pilot-stage fintech.
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