Transforming ADVICE, Wealth & INVESTING
Building modern wealth platforms, tailored to each firm and designed to scale
We help financial institutions transform through intelligent, flexible, and scalable digital solutions.
WealthObjects was founded to solve a fundamental challenge, most wealth and investment firms are constrained by fragmented legacy technology that slows growth and limits innovation.
We replace this with a modern, modular platform that brings together everything needed to run and scale a wealth business.
Our team combines deep expertise across advice, investments, regulation, and technology to build AI-powered solutions tailored to each firm, enabling them to retain full ownership of their IP.
By developing all technology in-house, we give our clients greater control, flexibility, and a platform that evolves with their needs.
We work as long-term partners to help firms modernise, scale, and deliver better client outcomes.
Recognition
2020-2026
WealthTech Top 100 Global list for 7 years in a row
2024
Analysts recognise us under Advisor Systems
2022
Best Client Communication Solution/Tool
2022
Best Digital Advice Platform or Product
2018
Finalist in Gartner EMEA Eye on Innovation Awards
2018
FT's The Banker Tech Projects Awards
2018
Best Digital Wealth Solution.
2017
Most Innovative FinTech Solution.
Our Team
Uday Nimmakayala, CEO
EMBA, Master's in Investments, Commerce & Computer Applications Graduate
Praveen Chagapuram, COO
Master's in Human Resources Management, Commerce & Computer Applications Graduate
Vamsi Pinnamaneni, Head of Technology
Master's in Computer Applications, Mathematics, Physics and Chemistry Graduate
Utkarsh Mishra, Head of Projects
Chartered Financial Analyst (CFA), Indian Institute of Technology (IIT) Engineering Graduate
...and supported by a wider team of highly capable professionals across the business.
Why us?
See some of the things that sets us apart
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Quality Certifications
Certified for ISO 9001:2015 and ISO 27001:2022, ensuring robust quality and security standards.
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In-House Technology
We develop our solutions in-house, providing swift training and support with full knowledge.
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Flexible Solutions
Offering integrated SaaS, REST API modules, cloud-native, and on-premise solutions for flexibility.
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Industry Expertise
Experienced in financial services, serving clients from enterprise to owner-led firms with expertise.
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Custom Propositions
Our flexible technology enables custom digital propositions to help clients differentiate.
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Independent Ownership
Independent and employee-owned, focusing on long-term partnerships and client success.
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Innovation Focus
We innovate and support clients' digital strategies from planning to execution.
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Personalised Support
Providing ongoing, personalised support and continuous platform enhancements for clients.
Platforms
WealthObjects Core Platform
WealthObjects Custom Platform
WealthObjects also operates a fully owned UK Adviser platform under the trading name AdviceObjects.
Transform Your Business Today