All-in-one Financial Adviser Software Company

AdviceObjects is powered by WealthObjects technology and backed by more than 20 years of financial services and technology expertise.

Founded by Uday Nimmakayala, whose career includes M&G Prudential, Rothschild Family Office and S&P Capital IQ, AdviceObjects combines deep industry knowledge with a highly experienced in-house technology and operations team.

Together, we build technology around how financial advice firms actually work, combining financial services expertise with modern, scalable technology.

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.