We have built an amazing team passionate about creating the ultimate wealth management platform, introduced numerous MVP features and written our name with many accelerators and awards. Here to celebrate Wealt's remarkable journey in 2023.
MVP core features
- We have introduced a Demo Account to preview our platform's remarkable value and insights. Before connecting any of your bank accounts and assets, we invite you to explore this special demo tailored to help you better understand the capabilities and features of our product.
- Monitor and manage your overall financial status with a net worth tracking feature. Understand your worth by aggregating data from your bankable and non-bankable assets (property, shares, savings, retirement accounts, etc.) and liabilities (loans, mortgages, credit card debt, etc.).
- Visualise past performance and easily understand your trends with historical charts. These charts are essential to see how your investments have performed in different market conditions.
- With seamless and secure Open Banking integrations, you can connect your bankable assets with a click and aggregate and track all your assets in one place.
- Adding manual assets allows you to consolidate all your bankable and non-bankable assets in one platform. You don't have to wait for anything. Click on the “add asset” sign, defined by a plus sign in Wealt’s purple, and add anything, even your sneakers collection!
- Spending analytics helps you to aggregate your transactions from all accounts, you can also tag multiple income streams for overall income and expenditure tracking and insight. You can use categorisation and merchant identification and create custom categories to suit your needs.
- Analyse the performance and composition of your portfolio with portfolio analytics. Track total value, analyse the performance of individual assets or classes, and monitor how they compare to your goals and risk tolerance.
- Improved user experience by optimising historical charts and refining the presentation of account categories to ensure a smoother and more professional interface.
Collaborations and partnerships
- Selected for the prestigious 2023 Cohort of the UK Government’s Global Entrepreneur Programme (GEP) and London Tech Week GEP Alumni gathering.
- Hosted by the HSBC Innovation Banking at their London office along with the Department for Business and Trade’s GEP HQ team and their dealmakers.
- Our participation in Fintech Sandbox’s Data Access Residency Programme.
- Our co-founder and CEO, Denise Noyan, attended the Playfair Female Founders Office Hours. We have been accepted to be part of the 10th cohort and edition of the initiative.
- Presence at the Sifted Summit, FT Live - Future of Private Investing, Wealth Transformation Summit, Fintech Talents and many more leading events.
- An enriching day spent at the UK House of Lords on June 23rd.
Recognition and awards
- Recognition as the Best Digital Wealth Management Platform of 2023 by Wealth & Finance International Awards.
- Selection for the Investment Readiness Programme for diverse founders, a prestigious initiative supported by the Mayor of London, Mountside Ventures, and Funding London, which commences in January 2024.
- Acceptance into the prestigious Barclays Eagle Labs Funding Readiness Programme. The Programme will commence in January 2024.
Community, product and growth
- We surpassed +1,000 people on our waiting list. 🎉
- Completion of the Open Banking license pre-application. The Financial Conduct Authority (FCA) under PSD2 regulates open banking in the UK.
- The exciting announcement of the Wealth Club, our much anticipated exclusive club! This marks the beginning of a new era as we provide an unparalleled platform to manage, grow and truly enjoy wealth.
- Our MVP is available in TestFlight mode on the AppStore.
- We want to grow together, so we're introducing you to our Slack community. Don't forget to join and drop us a 👋. Your feedback fuels our commitment to delivering content that resonates with our community.
- We are now a family of 9 💜 with diverse backgrounds. Our team has a 100% remote working culture across 4 countries.
Let be the finance for everyone
We want to share our knowledge and expertise with everyone. Finance should not always be an advanced language with lots of complicated words. We've written insightful blog posts on various topics yearly to share valuable knowledge and perspectives.
You can read the most popular ones here:
We have also introduced you to our Weekly Newsletter, which includes weekly updates from the world of finance and highlights from Wealt. We love having a direct channel to stay in touch with you.
Looking forward
We had a great year in 2023 but also need to look forward. And we want to give you a sneak peek at our big plans for 2023. Our plans for Q1-2024 include:
- Going live on the AppStore with our MVP for you to download and explore the ultimate wealth management experience 📱
- Country analysis for your portfolios 🌍
- See your wealth in the eyes of different currencies 💱
A final note from 2023
2023 has been a truly remarkable year for us at Wealt. As we move into 2024, we remain committed to driving innovation, fostering collaboration and delivering exceptional value to you and our community.
Thank you for being an integral part of Wealt's journey.
Here's to a year of growth and fantastic opportunities! 🥂
Team Wealt 💜
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