Offer alternative assets advice with confidence

Alternative assets are the future of investing. We make it easy to make sure your clients are part of it.

Why partner with Wealth 99?

We’ve talked to thousands of everyday investors. We understand their biggest questions around alternative assets, and we’re here to help you answer them. So you can build client relationships based on trust, knowledge, and care.

Work with our skilled specialist team

Our dedicated specialists are highly experienced in alternative investments, and they’re on hand to offer help whenever you need it.

Access industry-leading education

Wealth99 offers free CPD-accredited courses, made just for financial professionals. We also provide ebooks, downloads, webinars and live events. All geared to help you navigate the world of alternative assets.

Easy, accurate and reliable tax reporting

We've integrated with Koinly for easy tax reporting and filing. Your clients can generate the right crypto tax reports for you in minutes. Sign up now using code WEALTH30 to save 30% on your Koinly tax report. Follow this guide for steps to connect your Wealth99 account with Koinly.

Experience our smart and simple platform

We’ve spent the last 5 years refining our bespoke Wealth99 platform. It’s designed with everyday investors and financial professionals in mind. All with the most simple, secure, transparent and user-friendly experience possible.

Full marketing support

We'll give you the opportunity to host webinars where your clients can ask our expert team anything. We can provide you with content for your email newsletters. Any information and education you or your clients might need, we can help you with.

Rely on a platform trusted by major financial firms

We work with leading accountancy firms and financial advisers across the UK. Providing educational seminars and services, and ensuring alternative assets are a core part of their strategy.