About WealthVector

The team who have done this before.

WealthVector is built by a team of people with direct experience of operating Model B custodial services. We are rebuilding that proven custody model on modern foundations, solving the legacy industry's pain points, ready for the intelligent era.

01Founders' track record
Founders' track record

Operators, not newcomers.

Our leadership built and scaled a Model B platform from its first FCA application through to a successful exit, and has held the senior management functions that come with running regulated custody.

Across compliance, operations, engineering, and client services, the team is drawn from leading Model B platforms and wealth managers. They have processed the transactions, managed the reconciliations, handled the exceptions, and operated at scale. They know what works, and what doesn't.

The same proven custody model. A modern platform. And a service ethos that recognises this is, first and foremost, a people business.

02What shapes us
What shapes us

Three principles.

01

Experience you can rely on

We've done this before. That knowledge shapes every decision, from system design to daily operations.

02

Technology without compromise

A modern platform with no legacy constraints, built for automation, integration, and the intelligent era.

03

Service that's actually there

Responsive, knowledgeable, and accountable. People, not ticket queues.

03A platform for the intelligent era
A platform for the intelligent era

The same custody model, ready for what comes next.

Custody itself does not change: assets must be safe, segregated, and reconciled. What changes is the platform underneath. Ours is event-driven and API-first, with automation supervised by experienced people. As intelligence reshapes how firms work, WealthVector is ready to apply it across reporting, reconciliation, and client service, without switching systems and without compromising on safety.

04Regulation & governance
Regulation & governance

Built to the highest standard.

WealthVector is authorised and regulated by the Financial Conduct Authority as a Model B custody provider.

Our leadership includes multiple FCA-approved individuals with experience in senior management functions, including CASS oversight. We maintain robust CASS compliance frameworks and operate with full segregation of client assets: governance designed, from the ground up, to meet the highest regulatory standards.

Get in touch

Let's talk.

If our approach resonates, we'd welcome a conversation.