About Wealthify

Where would we be without them? Seeing as Wealthify is an investment service, absolutely nowhere! Our Investment team are responsible for developing the long-term strategy for how we invest for our customers, as well as monitoring their Plans on a daily basis. They also keep a keen eye on trends, news and events that can impact the markets and use these to form their investing decisions.

As their name suggests, this team is responsible for helping to make our product offering the very best as it can be. They put in the legwork to really understand our customers and what they want from an investment service, using this and other in-depth research to develop designs for new and existing features with the aim of delivering a seamless user experience for all.

Our Marketing team are responsible for getting our name in front of potential customers left, right and centre. In fact. they’re probably the reason you found out about us in the first place! Most things that go out into the big, bad world with our name on it have had something to do with this team, whether that be the advert you spotted on the tube or our latest customer newsletter.

Our Customer Care team aren’t just the friendly face of Wealthify – they’re the heart of our business. Here to help keep our customers happy and informed, they’re an understanding and empathetic bunch who are always here to offer support, whether that's by giving a customer a breakdown of their investments or explaining how ISAs work.

We might have a lot of fun at Wealthify, but we know when to be serious too. And this is where our Compliance team comes in. Think of them almost as our ‘bouncers’ as they get the final say on all the communications we put out to the public, assessing possible risks and keeping on top of the latest rules and regulations to ensure we follow these to the letter.

Our Engineering team turn our ideas into reality. They work closely with our Product and Design teams in agile squads, with each taking ownership of different platforms or products. They use the latest technologies to give customers a great digital experience when using our website and app, while developing internal systems to make the rest of our lives easier too.

Money makes the world go round, and our Finance team are our atlas. They make sure that the books are balanced each month, managing things like expenses and invoices, and checking that everything we spend as a company is accounted for. Not only that, but they’re responsible for ensuring that everyone gets paid on time (making them very popular, as you can imagine).

The Design team bring the rest of the company's visions to life, helping us to stand out from the crowd and attract new customers to Wealthify, as well as making customer journeys a beautifully simple and accessible experience when using our products. From designing eye-catching illustrations for our marketing and products down to the smallest button in our app, they design it all.

At Wealthify, our people are at the heart of everything we do. The mission of the Employee Experience team is to support our staff throughout their entire journey, enabling them to grow along with the business. Some of the ways they do this is by continuing reviewing our offering to employees, identifying development opportunities, and always being there to offer support.

Having good relationships with other fantastic companies that share our purpose is really important to us, and it’s just one of the ways that we get Wealthify’s name out there to inspire more people to build their future wealth. Luckily, we have an awesome Partnerships team with a gift for building new relationships with some of the biggest household names and innovators in financial services, as well as nurturing the ones we’ve already established.

We need someone to keep the lights on and ensure that everything’s running smoothly behind the scenes – and that’s the job of our Operations team. Whether they’re conducting financial crime checks, helping pension and ISA transfers go smoothly, or doing everything they can to give new customers the best onboarding experience possible, they’re always kept on their toes.

The clue's in the name, really, as this team takes care of everything and anything relating to the legal aspects of running a business like Wealthify. They're not just here to help us protect ourselves, but our customers too, and they work with a number of different teams across the business to ensure that we're all dotting our Is and crossing our Ts.

Our staff describe our culture as ambitious, fun, and inclusive.