Where Wealth Meets Intelligence

AI-powered platform migrations, intelligent data integration and digital transformation for FCA-regulated UK wealth management firms — built to COBS and Consumer Duty standards, with UK GDPR-compliant data residency throughout.

Explore our services → Book a 60-minute call
Two ways in
Two doors

Two starting points. One delivery model.

Pick the door that matches where you sit. Both lead to the same four services.

For consolidators & private equity

You can buy firms faster than you can turn them into one business.

Every acquisition adds a CRM, a platform, a charging structure and ten years of free-text notes. We show you what’s really in a book before you sign, then land every firm you buy on one operating model.

Usually starts with Direct and Move

Start with a Data Health Check

For platforms & DFMs

Ship AI your clients can use — with evidence the FCA can read.

Governed AI delivery, automated operations and independent assurance for the clients and advisers you already serve — whoever built the technology.

Usually starts with Build and Run

Start with a Build Shaping Engagement
Where both doors lead

Four services. One operating model.

Design it.

One data model and one client record, with a target every acquisition lands on.

First step · 3 weeks

Build it.

The pieces no vendor sells you, shipped in weeks with the evidence attached.

First step · 2 weeks

Run it.

What your operation really costs, then automation with the benefit tracked.

First step · 2 weeks

Move onto it.

What's really in a book before you sign, then a migration reconciled record by record.

First step · 1–2 weeks

Each starts with a fixed-price first step. Founded by the former CTO of Novia Financial.

See all four services in detail →
Our partners

Trusted by the firms we work with.

Why one firm rather than four

Evidence, not adjectives.

50+ yrs

Between our two founders — 30 in wealth management technology, 20+ building technology for FTSE 100 firms.

48 hrs

To build a fully FCA-compliant suitability onboarding portal.

Former CTO

Our founder, Dave Howard, was CTO of Novia Financial.

Start with whichever one hurts most.

A 60-minute call, no fee, nothing to prepare. If it goes anywhere, pick one fixed-price proof-of-concept engagement and we prove the capability on your own data.

  1. 01
    A 60-minute callWith the people who would do the work. No fee, nothing to prepare.
  2. 02
    One fixed-price first stepDirect, Build, Run or Move — scoped to the one that hurts most.
  3. 03
    Proof on your own dataYou start or stop on evidence rather than opinion.
Email us directlydave.howard@wealthtechpros.com Connect on LinkedInlinkedin.com/company/wealthtech-pros
Where does it hurt most?