About us
What makes us tick & why we exist
A word from our co-founder
I am very proud of the technology we have built, and pleased to have a growing team supporting WealthSpace. As a financial adviser I was adamant that what we built had to follow three central tenants.
First, we are not sharing client data with burgeoning external AI companies whose products are predicated on the consumption of data - regardless of security arrangements in place.
Second, the technology needs to be simple, easy to adopt and work within established businesses. In short - real-world proof.
Lastly, it needs to do the job. By which I mean it needs to make advisers lives easier.
Financial Adviser
Max Anderson
Technical Lead
Kevin Brown
Operations Lead
Gabrielle Anderson
Chartered Accountant
Tom Smith
Sales Lead
Simon Smith
Business Analyst
Sean Boughton
Developer
Ronnie Hyslop
Board Member
Luke Clarke
Original Idea
Originally conceived to save our co-founder time and money in their advice business and to arbitrage a potential acquisition.
Position on Privacy
Built with real people (clients) in mind, these weren't names on a page, they were individuals about whom we cared. Privacy was a non-negotiable.
Approach to Adoption
Explicitly designed to work alongside existing processes and technology. Wholesale change in established business is rarely realistic or achievable.
Yes. We take this very seriously, it's the main reason our product exists. We take a unique approach. Ask us about it.
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