The Work Index by Flexa

Wealthify

Wealthify is an online financial services company that provides a range of savings and investment products for individuals and families in the UK.

https://www.wealthify.com/
5.8

/10

Transparency ranking

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Description

Wealthify is a UK-based online investment platform that aims to make investing accessible to everyone. Their mission is to inspire people to build their future wealth by providing easy-to-use, affordable, and transparent investment products. They offer a range of products for different investment goals, including Stocks and Shares ISAs, Junior ISAs, General Investment Accounts (GIAs), and Personal Pensions. They also provide a variable interest rate Instant Access Savings Account powered by ClearBank.

Wealthify is committed to providing a user-friendly experience, with a simple and intuitive website and app, and a dedicated customer care team. They are backed by Aviva, one of the UK's largest financial institutions, which provides them with strength and stability. Wealthify has won numerous awards for its innovative approach to investing and its commitment to customer satisfaction.

Flexibility

Wealthify offers both full-time and part-time working options, demonstrating a commitment to flexible working arrangements. They also highlight their emphasis on learning and development for all employees, including career progression plans and opportunities, suggesting a supportive environment for individuals to grow and adapt within the company.

Benefits

Wealthify offers a comprehensive benefits package for its employees, including an annual cash bonus of up to 20% of salary, flexible working arrangements, matched pension contributions up to 6%, and enhanced parental leave. They also provide private health care, coaching and mentoring opportunities, and financial support for learning and development.

Enhanced parental leave

Mission

Wealthify's mission is to make investing accessible to everyone by creating a simple, jargon-free, and easy-to-use platform that allows individuals to invest their money from as little as £1. Backed by Aviva, Wealthify offers a range of investment products, including stocks and shares ISAs, general investment accounts, Junior ISAs, and personal pensions, all managed by their team of expert investment managers.

Disruptor
Environmental impact driven
Social impact led
Sustainability
Tech for good

Culture

Wealthify promotes a culture that is ambitious, fun, and inclusive. They value open and honest communication, teamwork, and trust, encouraging employees to take ownership and make decisions. They offer a variety of benefits, including a generous bonus scheme, flexible working arrangements, and a focus on personal and professional development, creating a positive and engaging work environment.

Agile and dynamic
Collaborative
Engaging
Entrepreneurial
Fun
People-first
Progressive
Supportive
Transparent

DE&I

Wealthify is committed to creating a diverse, equitable, and inclusive workplace that reflects the society they serve. They believe in fostering a culture of respect, where everyone feels valued and empowered to contribute their unique perspectives. They have a robust recruitment strategy that focuses on attracting and retaining a diverse workforce, including actively seeking out talent from underrepresented groups. Wealthify provides opportunities for professional growth and development, supporting all employees to reach their full potential. They actively promote open communication and collaboration, ensuring that everyone's voice is heard and valued.

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