Specialist help, any time you need it
Wealth99 makes it easy to safely and securely build a portfolio of alternative assets, all with the support of skilled specialists
Who are the Wealth99 specialists?
They're our team of alternative asset experts – totally free for our customers, and with zero obligations. They’re carefully selected for their experience helping everyday investors navigate the complex world of alternatives.
Wealth99 specialists aren’t financial advisors, or wealth coaches. They're a personal guide, there to answer your questions and offer you support.
How it Works
Click on your chosen specialist’s profile
Schedule a call
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Get the help you need
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It’s free and with zero obligations
Meet our Specialists
Gareth Cleverly
UK Director of Sales
Jay Venner
UK
Gareth Cleverly
UK Director of Sales
Gareth is responsible for distribution and growth in UK and Eire, joining at a time of accelerated growth at Dacxi. In previous roles, he has focused on scaling up companies and managing large teams in complex financial services businesses. Gareth's impressive track record includes successfully growing a number of disruptive businesses in the financial services and digital tech industries.
Jay Venner
UK
Jay is responsible for business and growth from the UK and Europe with particular focus on professional strategic partnerships with Financial Professionals now working alongside us which in turn is bringing the Digital Assets market to a wider audience.
Jay also helped pioneer our tax efficient routes to market including bringing in the Pension companies, guiding them through their Due Diligence and adding this asset class to their list of offerings exclusively through this platform alone.
Jay has 2 years experience in the Crypto sector and is a passionate investor since 2018 and prior to this has another 5 years experience in Tax Advisory and payroll services.
Connect with our specialists
To hear more from our team, check out our upcoming specialist Wealth99 events.
