The company aims to support its development and expand the investor base alongside its existing investor Liverpool Victoria (LV)
Wealth Wizards confirmed it has found potential investors to increase further growth capital. The funding round will accelerate the adoption of Wealth Wizards’ SaaS platform and AI capabilities. This way, it would drive expansion within the financial advice, banking, insurance, and employee benefits markets.
The development of further market-changing products for the wider digital financial services market is also expected.
Investors may include both strategic and financial parties, coinciding with an inflection point in demand for conversational AI and chatbot solutions.