Key Highlights
- Wealthtime has a proven track record of over 15 years in the adviser platform market, making it a trusted and experienced provider.
- The company is committed to continuous innovation, ensuring that its platform remains at the forefront of the industry.
- Wealthtime's platform is designed to support advisers in delivering the best possible outcomes for their clients, enhancing their investment proposition.
- The company's extensive experience and commitment to innovation make it an attractive partner for advisers seeking to grow their business.
- Wealthtime's platform is tailored to meet the evolving needs of the financial advisory sector, providing advisers with the tools and resources they need to succeed.
About Wealthtime
Wealthtime is the next generation adviser platform dedicated to helping advisers grow their investment proposition and deliver the best possible outcomes for investors. With over 15 years of experience in the platform market, Wealthtime has established itself as an award-winning and innovative provider. The company's commitment to supporting advisers and delivering a next-generation adviser platform experience has remained steadfast over the years. Wealthtime's platform is designed to meet the evolving needs of the financial advisory sector, providing tools and resources that enable advisers to thrive in a competitive landscape.
Founded in 2008 and headquartered in Bath, Somerset, United Kingdom, Wealthtime operates as a privately held company. The company employs 249 individuals who are dedicated to ensuring that Wealthtime continues to be a leader in the adviser platform market. Wealthtime's extensive experience and innovative approach have positioned it as a trusted partner for advisers seeking to enhance their service offerings and achieve better results for their clients.
Visit Wealthtime's website to learn more about how the platform can support your advisory business and help you achieve your goals. Wealthtime's platform is designed to provide advisers with the tools and resources they need to succeed in today's dynamic financial environment.
Leadership Team
Tip: The CEO isn't always your best path in. Data Surfer finds the champions and influencers who actually drive purchasing decisions.
Company Facts
| Ownership Private Company |
Why Contact Wealthtime?
B2B professionals should contact Wealthtime for its innovative adviser platform that supports growth and delivers superior outcomes for investors. Wealthtime's platform is ideal for advisers looking to enhance their service offerings and achieve better results for their clients.
Who Should Contact Wealthtime for Business?
Sales teams selling financial advisory tools, recruiters seeking experienced professionals in the financial sector, and partners offering technology solutions to the financial advisory industry should reach out to Wealthtime.
Categories
- adviser platform
- investment proposition
- financial advisory
- investment outcomes
- adviser tools
- wealth management
- financial sector
- investment management
- adviser growth
- client results
Frequently Asked Questions
- Who is the CEO of Wealthtime?
- The CEO of Wealthtime is Patrick Mill.
- What does Wealthtime do?
- Wealthtime provides a digital-first advisory platform and investment wrap service for financial advisers and wealth management firms, offering portfolio management tools and retirement services.
- How many employees does Wealthtime have?
- Wealthtime has approximately 260 total employees.
- Where is Wealthtime headquartered?
- The company is headquartered in Bath, United Kingdom.
- What industry is Wealthtime in?
- Wealthtime operates in Financial Advisory Technology, Investment Management Platforms, Wealth Management Solutions.
- When was Wealthtime founded?
- Wealthtime was founded in 2008.
- Is Wealthtime still active?
- Yes, Wealthtime was verified as an active company on February 2, 2026. Data Surfer regularly validates company information to ensure accuracy.
- How do I sell to Wealthtime?
- Research Wealthtime's priorities and goals, identify the right decision makers and champions, monitor for buying signals, and reach out at the right time with verified contact details. Learn how Data Surfer helps.
Ready to Sell to Wealthtime?
Get qualified leads in 10 minutes. Research prospects, find decision makers, and monitor for the perfect moment to reach out.
Last verified: February 2, 2026
Backed by startup programs from
Connect with Wealthtime