Experience your moment of convergence

Enter the waitlist to access precision matching, higher-fit clients, and the tools that unlock £50k+ in annual value.

Why Advisers Partner with WealthCircle

Premium Client Base

Access to pre-qualified, high-net-worth individuals actively seeking financial advisory services.

Advanced Tools

WealthCircle gives you the technology and infrastructure to scale your client experience while keeping your brand and relationships front and center.

Marketing Support

Professional marketing materials and lead generation support to grow your practice sustainably.

The Clients You'll Serve

WealthCircle advisers work exclusively with high-net-worth individuals who value sophisticated financial strategies and premium service. Our rigorous client qualification ensures you work with serious investors.

Clients by Numbers

Client Profile

• £2M+ in liquid investable assets

• £250k+ annual household income

• Complex financial situations

• Technology-forward mindset

Revenue Opportunity

Average Client AUM

£1M

Average Annual Fee

£18k

Client Retention Rate

94%

Referral Rate

67%

Product Overview

Portfolio Dashboard

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

Secure Communication

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.

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

Learn More

Get Started in 3 Easy Steps

Complete Your Profile

Access to pre-qualified, high-net-worth individuals actively seeking financial advisory services.

Get Verified

Comprehensive platform with portfolio management, reporting, and client communication tools.

Start Connecting

Professional marketing materials and lead generation support to grow your practice sustainably.

Onboarding Requirements

• FCA Authorised and Regulated

• Financial Planning is the core offering of the firm

• Competitive Fees

• Meet our cybersecurity and information security standards

• Commitment to a Chartered status firm

WealthCircle connects you to elite, vetted client who value sophisticated and personalized wealth management strategies and a premium service.