Code & Co.

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Engagement — Platform Due Diligence

Code & Co. advises Main Set on Tech & Product Due Diligence ahead of its investment in WealthOS, a leading cloud-native wealth management infrastructure platform provider.

WealthOS, the cloud-native wealth management infrastructure platform provider, has announced the successful closure of an investment round led by Barclays Bank. In addition to Barclays, WealthOS also attracted investment from Main Set, part of international investment firm Capricorn Capital Partners UK. WealthOS will use the investment to further develop its platform, increase distribution and scale the organization to support its strong client pipeline.

Scope of Work

The due diligence included a comprehensive audit of the WealthOS platform, covering the architecture, infrastructure, technology stack, and cybersecurity processes. Additionally, Code & Co. audited its roadmap, rollout, and onboarding processes, as well as the product KPIs and metrics employed. Finally, Code & Co. analyzed the underlying software development life cycle, team structure, and certification roadmap.

About WealthOS

WealthOS is the cloud-native, modularized operating system (SaaS) for digital wealth management products. Founded in 2019, and currently available in the UK, WealthOS helps wealth managers to achieve their digital transformation three times faster and 40% cheaper. As a minority-founded business operating across the UK and Sri Lanka, WealthOs firmly believe in building digital infrastructure that enables equitable financial access for everyone, everywhere.

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About Main Set

Main Set, part of international investment firm Capricorn Capital Partners UK, is a London-based investor focused on late seed to early C investments in fintech and adjacent SaaS companies.

At Main Set, we have a proven track record of backing growth-stage companies. We focus on UK, Europe, the US, and APAC companies that have demonstrated sound, repeatable, and scalable business models, as evidenced through their unit economics.

Our Scout and Venture Partner programs provide Main Set with additional geographic reach and sector expertise.

Follow Main Set on LinkedIn.