The Work Index by Flexa

WealthOS

WealthOS is a cloud-native SaaS platform that provides modern middle and back-office technology to the savings, investment, and retirement industries.

https://wealthos.cloud/
6.0

/10

Transparency ranking

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Description

WealthOS is a cloud-native wealth management platform provider that aims to revolutionize the industry by offering faster, more efficient, and cost-effective solutions. They are dedicated to providing equitable access to wealth management services for everyone, everywhere. Their platform leverages the latest technology, including APIs, modular architecture, and automated workflows, to enable wealth managers to develop and launch digital products three times faster and at 40% lower cost compared to traditional methods.

WealthOS has gained recognition for its innovative approach and has attracted notable investors including Barclays and Main Set. They are committed to building a collaborative and inclusive work environment, attracting top talent, and fostering a culture of continuous learning. With a focus on solving industry pain points and delivering a seamless digital experience for both wealth managers and their clients, WealthOS is poised to become a key player in the evolving wealth management landscape.

Flexibility

WealthOS offers hybrid work arrangements, allowing employees to work both from the office and remotely. This flexibility is evident in their open job postings for Associate Tech Lead and Product Owner, both of which explicitly state "Hybrid" work arrangements.

Hybrid

Benefits

WealthOS values employee wellbeing, offering a range of benefits including weekly knowledge-sharing sessions called "Brown Bags," financial wellbeing resources, and opportunities for cross-departmental training. They also celebrate diversity with dedicated events like Women's Day and provide treats and appreciation to their staff.

WFA scheme

Mission

WealthOS's mission is to accelerate digital adoption and innovation in the wealth management industry by providing a cloud-native operating system for digital wealth management products. They believe that existing WealthTech infrastructure is outdated and hinders equitable access to wealth management for everyone. Through their platform, they aim to make it faster, easier and cheaper for wealth managers to build and deploy digital products, thereby enabling greater financial inclusion and innovation.

Automation
Data-driven
Disruptor
Social impact led
Soonicorn
Tech for good

Culture

WealthOS promotes a collaborative and transparent culture that prioritizes learning and innovation. The company emphasizes the importance of a strong team spirit through regular knowledge sharing sessions, cross-departmental training, and a commitment to employee wellbeing. They embrace a "fail fast" approach, encouraging experimentation and learning from mistakes. Overall, they create a fun and supportive environment where employees feel valued and empowered to contribute their unique skills and perspectives.

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

DE&I

WealthOS champions diversity, equity, and inclusion, emphasizing a culture of transparency, collaboration, and learning. Their team consists of individuals with diverse backgrounds and experiences, fostering a sense of belonging and encouraging open dialogue through weekly brown bag sessions. They prioritize financial well-being for all employees and celebrate diversity through initiatives like dedicated Women's Day events.

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