WealthO2 passes half a billion FUA

WealthO2, the fintech for financial advisers, has surpassed half a billion in funds under administration, an increase of more than 60% in six months. MD Shannon Bernasconi said the growth had come from more than 35 non-bank aligned adviser groups using the technology, with new business coming purely from referrals and word of mouth. “Our … Continue reading WealthO2 passes half a billion FUA