Wealthify Celebrates 10th Birthday, Marking a Decade of Growth and Innovation

FinTech Wales member Wealthify is marking its 10th anniversary, celebrating a decade of growth, innovation, and customer-focused financial solutions since its launch in 2016.

Headquartered just outside of Cardiff, Wealthify has evolved significantly over the past ten years, expanding its product offering, growing its customer base, and becoming part of Aviva, one of the UK’s largest financial institutions.

To commemorate the milestone, Wealthify has highlighted a key achievement from each year of its journey.

A decade of milestones

Wealthify launched to the public in 2016 with two core products: a Stocks and Shares ISA and a General Investment Account, offering managed investment solutions designed to make investing accessible.

In 2017, the company secured backing from Aviva, before becoming fully owned by the insurer in 2020.

The introduction of Ethical Plans in 2018 marked a significant step in aligning investment opportunities with customer values. This was followed in 2019 by the launch of its Junior Stocks and Shares ISA, enabling families to invest for their children’s futures.

Wealthify continued to expand its offering in 2020 with the introduction of its Personal Pension, alongside being named Best Investments Provider at the British Bank Awards.

Enhancements to its platform followed in subsequent years, including the ability in 2021 for friends and family to contribute to Junior ISAs, and a refreshed mobile app in 2022 to improve user experience and performance visibility.

In 2023, Wealthify partnered with Young Enterprise to launch “Future Skills”, a collection of free financial education resources for teachers.

The company entered the savings market in 2024 through a partnership with ClearBank, launching an Instant Access Savings Account, followed by a Cash ISA.

Recognition continued in 2025, with Wealthify winning Best Junior ISA for the seventh consecutive year and Best Personal Finance Online Service for the second year running at the Personal Finance Awards.

In 2026, the company reported a notable shift in its customer base, with women accounting for the majority of new Investment ISA customers for the first time.

Looking ahead

Reflecting on the milestone, Wealthify expressed appreciation for the support of its customers, partners, and employees over the past decade.

The company reiterated its mission to make investing more accessible, and has signalled its ambition to continue innovating and expanding its services in the years ahead.

Their Chief Technology Officer and founding team member, Michael Ashford, says: “Ten years ago, we set out to make investing accessible to everyone from a small office in Penarth, due to the simple belief that it shouldn’t be just for the wealthy few.

“Today, we’re still based in Penarth, but we’re now part of the Aviva family, have over 60 awards under our belts, and more than 150,000 customers are using our investment and savings products to help them grow their wealth.

My time at Wealthify so far has been ambitious, purposeful, and incredibly rewarding — but we’re only just getting started.”

About Wealthify

Wealthify is a Penarth-based fintech founded with the mission of making investing accessible to everyone. Since launching in 2016, it has grown into an award-winning financial service provider offering investment, pension, and savings products designed to support a wide range of financial goals.

With investing, capital is at risk. Tax treatment depends on individual circumstances and may change in the future. Wealthify is authorised and regulated by the Financial Conduct Authority.

Original LinkedIn post: https://www.linkedin.com/posts/wealthify_10-achievements-for-10-years-of-wealthify-activity-7447233480746381312-kgDv