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Wealtheon
How a strategic CTO became a long-term growth driver.
Wealtheon is an independent asset manager serving high-net-worth families, entrepreneurs and institutions with discreet, long-term wealth management.
Tightening regulation (DORA, FSMA) met a fragile internal reality: siloed systems, outdated tech and key-person dependencies made scaling risky.
Unikoo stepped in as an embedded strategic CTO, auditing the full digital landscape, structuring processes and data, phasing out legacy systems and setting a living digital roadmap.
Not a consultant who leaves a report behind, but a partner leading the tech conversation from the inside.
The application landscape documented clearly in Confluence.
Key dependencies and compliance gaps identified and addressed.
A roadmap toward modular cloud architecture and modern integrations.
Tech decisions now anchored in quarterly leadership conversations.
