About WealthCircle
WealthCircle was born from a simple observation: finding the right financial adviser shouldn't be a matter of luck or limited networks. Too many people either go without professional financial guidance or end up with advisers who don't truly understand their needs.
Our founder, who came from a background in technology and finance, recognised that advanced algorithms could solve this matching problem while maintaining the personal touch that's essential in financial advisory relationships.
Today, WealthCircle connects discerning clients with vetted financial advisers through our proprietary matching technology, ensuring both sides find their perfect fit.
Our Vision
A world where everyone has access to personalised, professional financial guidance that helps them achieve their unique financial goals and secure their future.
Our Values
To democratise access to premium financial advice by connecting every individual with their ideal financial adviser through technology, transparency, and trust.
Ongoing Support
Continuous monitoring and adjustments to keep your financial plan aligned with your evolving needs.
Ready to experience WealthCircle?
Join thousands of clients and advisers who have transformed their financial relationships through our platform.