— WHO WE ARE —

Built by practitioners.
Driven by outcomes.

We are not a typical technology consultancy. WealthTech Pros was founded by wealth management operators who have lived through platform migrations, CRM disasters, and the chaos of FCA compliance — and built the systems to solve them.

OUR MISSION

Technology that serves wealth managers, not the other way around.

Every tool we build is AI-native and designed specifically for FCA-regulated wealth management firms. We do not retrofit generic enterprise software and we do not deliver slide decks. We deliver working systems — migration pipelines, data accuracy engines, compliance frameworks — built by people who have operated inside the platforms you use every day.

With more than 30 years of collective experience across Novia, Selestia, Intelliflo, and the broader UK wealth platform ecosystem, our team understands the difference between a textbook migration plan and one that survives contact with live adviser data. We stay engaged through go-live and beyond, because client confidence and data integrity are not checkboxes — they are the outcome.

30+
Years combined experience
£50bn+
AUM migrated
14
Platforms supported
99%
Migration accuracy
THE TEAM

People who have done this before.

Two founders. Decades of operational scar tissue. No subcontractors on your engagement.

Dave Howard, Founder and CEO of WealthTech Pros

Dave Howard

Founder & CEO

30 years at the sharp end of UK wealth management technology. Former CTO at Novia Financial and a founding technologist at Selestia, where he helped build one of the first wrap platforms in the UK alongside industry pioneers Bill Vasilieff and Brett Williams. Deep expertise across platform migrations, adviser platform ecosystems, operational transformation, and FCA compliance frameworks. Board director and non-executive experience. SAFe Practice Consultant.

dave.howard@wealthtechpros.com
Rob Duncan, Co-founder and CTO of WealthTech Pros

Rob Duncan

Co-founder & CTO

20+ years designing and operating technology for FCA-regulated financial services firms. Expert in data architecture, AI and machine learning systems, and cloud infrastructure built to meet regulatory standards. Leads the engineering behind WealthTech Pros' AI-powered migration tooling, data reconciliation engines, and the SGD governance platform. Former senior technology roles across wealth management and capital markets.

rob.duncan@wealthtechpros.com
WHAT DRIVES US

Three principles.
No exceptions.

FCA-First

Every solution we build starts with compliance — not as an afterthought bolted on at the end, but as the architectural foundation. We understand Consumer Duty, COBS obligations, and data residency requirements because we have operated inside them. Regulators do not accept "the vendor did not flag it" as a defence. Neither do we.

Zero Data Loss

Our migration methodology has achieved 99% accuracy across every engagement. We run automated reconciliation at every stage — source extraction, transformation, load, and post-go-live — so discrepancies are caught in the pipeline, not reported by an adviser three months later. Every record has a provenance trail.

Outcome Ownership

We do not walk away at go-live. We stay until your advisers are confident navigating the new platform, your clients are settled, and your operations team can support day-to-day without us. Success is not a signed acceptance certificate — it is measurable adviser adoption, zero data escalations, and a clean first quarter on the new system.

Ready to talk
migrations?

We offer a no-commitment scoping call for any firm considering a platform change, CRM migration, or AI readiness assessment. Bring your hardest questions.

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