About
WAys to give IFAs back the time to build better client relationships
We believe that investment research shouldn't steal you away from the clients you're researching for. We'll transform hours of investment analysis into minutes of clarity, so you can spend your time where it actually counts.
The problems we're solving
Why we exist
You didn't become a financial adviser to spend your evenings drowning in spreadsheets.
Yet here's the reality: comprehensive research demands hours spent gathering data, cross-referencing performance metrics and rebuilding the same compliance documentation for similar clients.
With over 350,000 securities across 70 global exchanges, staying on top of investment opportunities manually isn't just hard — it's impossible.
The honest truth
The problem isn't your capability. It's capacity.
Excellence in financial advisory has traditionally demanded a trade-off: thorough research or personal time. Comprehensive analysis or client-facing hours.
We believe that trade-off is no longer necessary.
Our Mission
What we're building
We'll give financial professionals back the time to build the relationships that truly matter, by transforming investment research into minutes of clarity.
Technology should amplify human expertise, not replace it. Financial advice requires empathy, wisdom and nuanced understanding that algorithms alone can't provide.
Our Vision
A future where IFAs work sustainably
- •IFAs work sustainably — excellence doesn't demand 60-hour weeks.
- •Truly personalised guidance with time for deep relationships.
- •Technology serves humans — data complements judgement, never replaces it.
And it's the future we're building, one reclaimed hour at a time.
How we're different
Our approach
Your thoroughness and professionalism are what makes you stand out. Your clients trust you with their retirements, their children's education and their financial futures.
Empathy First
We start by understanding the weight you carry. Every recommendation that you make affects someone's retirement, their children's education or their financial security. That responsibility deserves better tools.
Simplification, Not Complication
The investment world generates overwhelming data. Our purpose is to distil the complexity into clarity without losing nuance. No dozens of confusing metrics. No overwhelming dashboards. Just the insight you need, when you need it.
Partnership, Not Transaction
We succeed when you succeed. Your practice growth is our growth and your challenges are our challenges. This isn't a vendor–customer relationship, it's a partnership.
What drives us
Our values
Our values guide every decision we make, from product development to client interactions to how we operate as a team.
Empathy first
Because we understand the weight IFAs carry, we build solutions that genuinely reduce stress, not just claim efficiency. We measure success by your wellbeing, not just platform adoption.
Time is sacred
We recognise that time is your most precious resource. Platform onboarding takes 20 minutes, not 2 hours. Support responses are rapid and complete. Our updates enhance workflow, they don’t disrupt it.
Human expertise above all
Technology amplifies human judgement but never replaces it. You're the hero of every client success story, not our platform. We provide analysis, never advice.
Integrity in every insight
Our data analysis is rigorous, transparent and above all honest. Data sources are transparent and verifiable; methodologies are documented; limitations are acknowledged openly.
Relentless simplification
Complexity is the problem, not the solution. Four rankings, not dozens. Scores 0–100. Every feature easily justifiable. The interface feels familiar immediately.
Partnership, not transaction
We only succeed when you succeed. This isn't a vendor-customer relationship — it's a real partnership. Customer success is measured by your AUM growth and productivity.
What we're committed to
Our commitments
Our commitments to IFAs
- ✓ Respect your time as sacred.
- ✓ Provide rigorous, transparent analysis that you can trust.
- ✓ Never try to replace your judgement, only amplify it.
- ✓ Be honest about what we can and can't do.
- ✓ Partner in your long-term success.
- ✓ Listen more than we pitch.
Our commitments to your clients
- ✓ Enable you to be more present, prepared and proactive for them.
- ✓ Support thorough research that leads to more reliable recommendations.
- ✓ Contribute to a more sustainable advisory profession.
- ✓ Never encourage speed over thoughtfulness.
Our commitments to our team
- ✓ Build a company where empathy and excellence coexist.
- ✓ Provide meaningful work that genuinely improves lives.
- ✓ Value sustainable work practices.
- ✓ Create opportunities for growth.
- ✓ Make decisions transparently.
- ✓ Build for long-term impact.
Our commitments to our investors
- ✓ Build a sustainable, scalable business.
- ✓ Maintain financial discipline whilst pursuing growth.
- ✓ Communicate transparently about progress and challenges.
- ✓ Create enduring value through genuine adviser success.
The impact we're having
Transforming practices, one adviser at a time
"I gained back an entire day each week. That time goes straight into client meetings, and my AUM has grown 23% as a result. Wealth Analytica didn't change how I work — it gave me back the time to do it brilliantly."
James Mitchell
IFA · 15 years experience · £180M AUM
"I leave the office at 5:30 PM now. I'm present at my daughter's football matches. And ironically, my clients are more satisfied because when we meet, I'm fully present. The research is done."
Sarah Thompson
IFA · £120M AUM · 180 clients
Leadership
Meet the leadership team
Dedicated professionals ensuring your success on the platform. Our four publishing authors also write for our Insights library — every WA article carries a real named byline.
Anthony Marris
DipM, MCIM, MMRS
Chief Executive Officer & Founder
A dynamic leader with 25+ years driving innovation and commercial success. Founder of multiple agencies with a track record of high-value business growth and exits. Specialises in commercial strategy, brand building and turning insight into competitive advantage.
Michael Fasosin
Chairman
Award-winning Chair and entrepreneur with 26+ years' expertise in IT solutions and board strategy. Proven track record in digital transformation, M&A, and governance for high-growth UK technology businesses.
Eliot Jones
DipPFA, CCIBS
Co-Chief Commercial Officer & Wealth Manager
Award-winning entrepreneur leveraging deep IFA expertise to drive commercial success. Track record of successful business exits and strategic financial planning for high-net-worth clients.
Matthew Hull
CFA, MSCI
Co-Chief Commercial Officer & Thought Leadership
Brings 15+ years' expertise to Wealth Analytica. A former O-IM CIO who has closed £250m in infrastructure deals. Named a top UK wealth manager. His domain knowledge shapes the WA product roadmap and content.
Keith Hurley
Chief Operating Officer
Drives Wealth Analytica with 20 years of enterprise software expertise. Successful entrepreneur and Spindrift co-founder, blending tech and human-centric operations to scale the WA platform reliably.
Join us
We're building more than software
We're building a better way for financial professionals to practise their craft sustainably, effectively and humanely. By reclaiming time, relationships deepen and practices transform.
If our approach resonates with you, we'd love to partner in your success.
