Founded in 2019 and backed by Barclays, WealthOS provides a Software-as-a-Service (SaaS) platform which it claims can help wealth managers achieve their “digital transformation three times faster and 40% cheaper” by providing them access to its integrated ecosystem of third-party vendors via APIs.
The new partnership will see Quai Digital leverage WealthOS’ composable solution in combination with its own proprietary software to support its existing clients. The company currently claims to manage over 200,000 accounts, which includes ISAs, GIAs, and SIPPs.
