Experience your financial awakening

Enter the waitlist for a personalised advisory experience built around you and your goals.

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Why Clients Choose WealthCircle

Personalised Matching

Advanced algorithm matches you with advisers based on your specific financial situation

Transparent Fees

Clear, upfront pricing with no hidden fees. You know exactly what you're paying for; full control at your fingertips.

Ongoing Support

Continuous monitoring and adjustments to keep your financial plan aligned with your evolving needs.

Product Overview

Portfolio Dashboard

Gain a complete wealth overview with our intuitive dashboard, tracking assets, performance, and insights to empower smarter, confident financial decisions.

Secure Communication

Confidently connect with your financial advisor through encrypted, secure messaging that protects sensitive information while ensuring seamless, trusted communication.

Ongoing Support

Continuous monitoring and adjustments to keep your financial plan aligned with your evolving needs.

See all the extent of the product features and how it can benefit you.

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98%

Match Success Rate

With a proven 98% success rate in pairing clients with advisers who meet their specific needs.

5,000

Elite Financial Advisers

Our clients have access to a wide list of elite specialists that can help them define their financial goals.

6 minutes

To Find Your Match

It only takes 6 minutes to fill out the survey. The AI system will match you with an adviser immediately.

Explore the Intelligence System

AI is redefining the future of wealth management.

With WealthCircle, confidence isn't something you have to perform — it's built into the system. Our intelligent, adviser-led platform monitors and optimises your wealth in the background, giving you the freedom to focus on what really matters.

Explore the power of how AI is changing the approach to wealth management and how, combined with the power of highly experienced advisers, it can benefit you.

Smart Matching

Our powerful intelligence system matches you to advisers that are specialised to meet your unique needs.

Wealth Dashboard

The Wealth Dashboard uses AI to intelligently identify tax relief points, upcoming changes and potential risks in your portfolio.

Secure Communication

We encrypt every conversation with our highly discrete advisers for your safety and piece of mind.

WealthCircle is being built carefully. We're opening access in stages to:

ensure adviser quality and fairness
introduce households thoughtfully — not transactionally
build tools that genuinely improve outcomes

Early members help shape the platform and get priority access as new features and advisers come online.