WealthWise was founded in 2010 by a team of experienced financial professionals who shared a vision: to make expert financial advice accessible to everyone across Europe.
What began as a small consultancy in London has grown into one of Europe's most respected financial advisory firms, with offices in major cities across the EU and a team of over 100 certified financial experts.
Our commitment to transparency, client education, and personalized service has driven our growth and success. We continuously work to enhance our services, expand our expertise, and improve the overall experience for our clients.
To empower individuals and families across Europe to achieve financial security and build lasting wealth through expert guidance and personalized strategies.
To be Europe's most trusted financial advisory firm, known for our integrity, expertise, and client-centered approach to wealth management.
Integrity, transparency, excellence, innovation, and a relentless focus on client success guide everything we do at WealthWise.
WealthWise was established in London with a team of 5 financial advisors.
Opened offices in Paris, Berlin, and Madrid, serving clients across 10 EU countries.
Launched our digital platform, bringing financial advice to clients across all EU nations.
Now serving over 50,000 clients with a team of 100+ financial experts across Europe.
European Financial Excellence Awards
Financial Innovation Summit
European Client Service Awards
Clients
EU Countries
Offices
€ Billion Managed
We're proud of our growth and the trust our clients place in us. Our focus on excellence, integrity, and client success has made WealthWise a leader in financial advisory services across Europe.
We partner with leading financial institutions across Europe to provide our clients with the best possible solutions and services.
Schedule a free consultation with our financial experts and start your journey to financial freedom.