Wealtheon
Wealth management
As an independent asset manager, Wealtheon supports high-net-worth families, entrepreneurs and institutions with discreet, high-touch wealth management. Their approach is personal, their focus long-term. Each investment plan is tailored to the client’s goals, risk profile, and vision. Built for partnership, not just performance.
Why tech strategy became a board-level priority
To keep delivering the high-level service their clients expect, and stay ahead of tightening regulations, Wealtheon needed more than just tech support. They needed a partner with strategic insight.
As frameworks like DORA and regulations such as FSMA evolved, the internal reality grew fragile: siloed systems, outdated tech, and key-person dependencies made scaling risky.
That’s where Unikoo stepped in.
Wealtheon brought in Unikoo as a strategic CTO. Not a consultant, but a partner who could lead the tech conversation from the inside out as an integrated member of the management team. The role: guide critical decisions, foster alignment, and ensure every move supported the bigger picture.
Auditing the application landscape
The start of this partnership was a full audit of Wealtheon’s digital landscape. The analysis covered applications, data, infrastructure, and workflows. The goal was to find surface dependencies, spot weak points, and understand how everything connects.
They paid special attention to process gaps, knowledge bottlenecks, and security risks. What followed was a single, reliable source of truth documented clearly in Confluence, accessible to all the right people.
Through regular check-ins and working sessions, they kept key stakeholders informed. Insights were shared, assumptions tested, and decisions made with confidence.
From insight to oversight: uncovering hidden risks
The audit uncovered key vulnerabilities holding Wealtheon back:
- Heavy dependence on a few individuals managing a mainly on-premise setup
- Duplicate operational data causing errors and inefficiencies
- Outdated technologies and manual workarounds
- Compliance risks relating to DORA and cybersecurity requirements
Unikoo turned these insights into action. By documenting and structuring processes and data flows, they made critical knowledge accessible and phased out legacy systems. With targeted optimisations and a continuous monitoring plan, they laid the foundation for a stronger, more efficient digital future.
From Strategy to Action: Crafting a Digital Roadmap
Without a clear, long-term vision, digital transformation can feel reactive and risk creating new dependencies. So they built a digital roadmap to guide Wealtheon’s journey, anchoring every tech choice in sustainability and growth.
The roadmap focused on:
- Modernising the application landscape
- Migrating from a rigid on-premise setup to a flexible, modular cloud architecture
- Optimising banking integrations and digital services to elevate the client experience
Innovation wasn’t an afterthought. AI and automation were key levers to streamline data insights and improve customer interactions.
The roadmap itself isn’t set in stone. It’s a living framework, adapting to new challenges and opportunities. It also shapes quarterly management and board conversations, helping leadership make informed, aligned decisions that fuel long-term success.
What a CTO partnership with Unikoo actually delivers
The partnership between Unikoo and Wealtheon wasn’t just consulting, but offered strategic and operational value. They didn’t show up with thick reports and then disappear. They acted as a structural partner offering strategic guidance, hands-on execution, and a long-term view. No full-time CTO hire needed.
The CTO service sets a clear digital direction and builds scalable systems by bringing the right people to the table and then moving things forward. For Wealtheon, that meant fewer blind spots, stronger infrastructure, and a digital foundation built for real growth.
This is what happens when tech works in sync with vision.