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About Us

We understand the challenges of managing and growing wealth, especially in the complex financial landscape of the UK. With a wealth of real-world, professional and product development experience, we’ve created a solution designed to simplify personal finance for your users while driving value for your business.

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Who We Are and What We Do

Our platform cuts through complexity, offering clear, actionable insights that aims to answer the fundamental question for consumer

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Trusted by thousands from worldwide

Our platform cuts through complexity, offering clear, actionable insights that aims to answer the fundamental question for consumers

What should i do with my money right now? 

By focusing on simplicity, we eliminate the need for multiple tools, empowering your audience to make confident financial decisions tailored to their stage in life.

We’re not an investment platform or a budgeting app. We don’t consolidate bank accounts through open banking. Instead, we help your users see what “good” looks like. Whether by benchmarking their financial position and trajectory to others like them or facilitating guidance through actionable content and nudges (powered and branded for your business).

This isn’t just a consumer problem; it’s a challenge faced by every brand looking to add value in personal finance. That’s why we position ourselves as the middleware of personal finance management, enabling you to seamlessly integrate powerful financial insights into your offering.

With our platform, you can help your audience build wealth smarter, while gaining meaningful business-level insights to drive engagement and conversions.

Our Success by the Numbers

Empowering businesses with innovative solutions to streamline operations, enhance productivity, and drive growth.

Helped businesses

500+

Project Completed

1000+

Satisfied Clients

98%

Industry Awards

25+

Awards and Recognitions

Discover the Powerful Features That Make Sonata the Ultimate SaaS Solution for Scaling Your Business

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2023

Best SaaS Platform for Startups 2023

Awarded by Tech Innovators Magazine for outstanding performance in providing scalable solutions for emerging businesses.

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2023

Top Inventory Management 2023

Recognized by Supply Chain Excellence Awards for exceptional inventory tracking and management features.

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2024

Best Collaboration Tool 2024

Honored by Collaboration Technology Summit for enhancing team productivity and seamless communication.

Frequently Asked Questions

Truly understand your audience's financial goals

What is WealthSteer
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How does our WealthScore work?
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How can WealthSteer help me attract more users?
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 Is WealthSteer suitable for all user types?
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Can WealthSteer integrate with existing CRM systems?
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 How secure is the platform?
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What kind of support do we offer for you?
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How does WealthSteer generate actionable insights?
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Can I White-label WealthSteer?
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Is WealthSteer Regulated? Why Not?
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 Custom Features and Tools
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Meet Our Awesome Team

Discover the Powerful Features That Make Sonata the Ultimate SaaS Solution for Scaling Your Business

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Annette Black

The Walt Disney Company

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Albert Flores

McDonald's

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Savannah Nguyen

Apple

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Kristin Watson

Sony

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Courtney Henry

The Walt Disney Company

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Robert Fox

MasterCard

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Cameron Williamson

eBay

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Cody Fisher

IBM

Inspire your audience from the first click

Easily embed our user-friendly features into your offering and improve conversions.