The breath of fresh air
for wealth management

Next generation technology putting advisers and their clients at the heart of the platform experience.

Get powered by Wealth O2 for:

Increased profitability  Lowering the cost of advice  Increased efficiency and flexibility Control client contact & narrative Partner with the #1 rated adviser support

The breath of fresh air
for wealth management

Next generation technology putting advisers and their clients at the heart of the platform experience.

The breath of fresh air
for wealth management

Next generation platform technology:

Rated #1 for adviser support Rated #1 for investment options Increased profitability  Lowering the cost of advice  Efficiency and flexibility Better client outcomes

Delivering through partnership

I want to... ​

Start

Start using managed accounts

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Prosper

Increase the profitability of my practice

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Solve

One solution for my low balance and high-net worth clients

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Evolve

Move from stock picking to wealth management

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What our clients say...

August 4, 2021

"WealthO2's managed account and SMSF solutions have helped us deliver best outcomes for our low and high balance clients."

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from your platform provider?

Learn how we deliver efficiencies
for financial advisers and their clients

News and Insights

Stay up to date on the latest industry insights and education

WealthO2 to offer complete tech solution to financial planners

Hear from Andrew Whelan, our Acting CEO as he talks to Penny Pryor from Industry Moves about Wealth02’s goal to become a complete tech solution for financial planners and rapid expansion plans for the business.

New structured pilot program with Ord Minnett announced

We are excited to announce a new structured pilot program with Ord Minnett’s most senior advisers who use an MDA offering for their UHNW clients. Andrew Whelan, Acting Chief Executive Officer of WealthO2 said: “This exciting pilot with Ord Minnett demonstrates our commitment to delivering meaningful efficiencies through customer-led technology innovation that puts advisers and their clients first.”

WealthO2 announces leadership changes as it focuses on next phase of growth

Wealth has welcomed two new board members from the existing shareholder base: Class Super founder and founding WealthO2 shareholder, Richard Barber and John Griffiths from Nimit Capital Partners. Richard and John bring over 50 years’ combined experience and a deep understanding of the financial planning technology, platform and investment banking areas.