WealthOS and Quai Digital Partner on White-Label Wealth Management Platform

On February 22, 2024, WealthOS and Quai Digital announced a strategic partnership to deliver white-label wealth management solutions on a B2B basis. WealthOS, which is backed by Barclays, serves as the core technology provider powering Quai Digital's outsourced wealth management platform. The combined offering supports over 200,000 existing accounts and will enable the launch of new financial products including digital pensions.

Quai Digital contributes its wealth management distribution and operations expertise, while WealthOS provides the underlying infrastructure and API layer. The partnership is designed to allow banks, fintechs, and other financial services firms to embed wealth management capabilities under their own brands without building proprietary technology. This represents a meaningful expansion of embedded finance beyond traditional payments and lending into investments and retirement products.

Financial terms of the partnership were not disclosed.