All-in-one Financial Adviser Software

If you haven’t heard of AdviceObjects, let us introduce it to you.

AdviceObjects was founded by Uday Nimmakayala, a computer applications graduate with a Masters in investments. He has worked in financial services for more than 20 years, for firms including M&G Prudential, Rothschild Family Office and S&P Capital IQ.

AdviceObjects is powered and operated using WealthObjects technology. Uday is supported by an in-house team with a wealth of operations and technology domain expertise to develop and run our platform, ensuring usability and reliability for clients.

Industry Collaboration and Recognition

CISI professional development: As a CISI financial planning supporter, we contribute to the development of UK financial advisers by hosting CPD-approved AI webinars. They are free to attend and open to all, giving opportunities to smaller firms who typically have less access to funded development resources.

Fintech Global WealthTech100 2026: For the last seven years, including 2026, WealthObjects has been named across nine sub-sectors, including financial planning and adviser tools, wealth management, digital retirement solutions, portfolio management and reporting, and
compliance and regulations.