Wealthfusion
Multi-family office and wealth management for families and investors, plus private real estate credit, based in London
Highlights
- New on EvolcAdded 2026-10-28
About Wealthfusion
WealthFusion is a multi-family office offering bespoke wealth management, fiduciary and estate planning, and asset structuring. Its services combine financial, administrative and advisory work for a single client family. Through PlotPoint and LendSecure, it also offers access to short-term secured real estate loans as a private credit option.
Clients are families and investors who work with the firm on long-term wealth planning, including cross-border succession and tax structuring. WealthFusion Limited is authorised and regulated by the Financial Conduct Authority in the United Kingdom.
The company was founded in 2019 and is headquartered in London, at Portman Street. Udit Garg is listed as Co-Founder and Managing Director, and Jane Grier as CEO.
Product: Multi-family office services covering bespoke wealth management, fiduciary and estate planning, asset structuring, and private credit lending via PlotPoint and LendSecure.
Jobs at Wealthfusion
Leadership
- Udit Garg · Co-Founder & Managing Director, Member of the BoardSource: company website
- Jane Grier · CEO & Head of Risk Management, Member of The BoardSource: company website
- Nia Gilbert · Head of OperationsSource: company website
- Rajesh Yadav · Investment Director & Head of InvestmentsSource: company website
More fintech companies
Wealthify
Managed investing, ISA, pension and savings products for UK retail customers, backed by AvivaNew on EvolcWealthkernel
Investment infrastructure APIs for fintechs, wealth managers and businesses building digital investing productsNew on EvolcWealthtime
Investment platform services for financial advisers, discretionary fund managers and their clientsNew on EvolcWealthvector
Model B custody and investment platform for UK wealth managers and financial advisersYoung companyNew on EvolcWealthway
Independent financial and wealth planning advice for individuals in Aberdeenshire and across the UKNew on EvolcWeatherbys Bank
Private, business and racing banking for individuals, partnerships, charities and racehorse owners in the UKNew on EvolcRemote-friendly
Website technologies
Older, unverified list. Detection dates and supporting evidence are not yet available.
- Cloudflare
- Next.js
- React