Wealthbuild
Curated by SignalAI-driven financial planning platform simplifying wealth management for individuals.
Overview
Wealthbuild focuses on providing solutions for financial planners and advisors, offering tools aimed at improving client management and investment strategies. The platform includes Yoli, an AI-driven financial advisor that provides tailored advice on budgeting, saving, investing, insurance, and estate planning. Wealthbuild's services encompass predictive analytics, digital dashboards for portfolio insights, customizable financial planning software, and secure client portals to facilitate communication. The company targets individuals looking to streamline personal finance and addresses financial planning challenges through a comprehensive platform that includes educational resources, real-time guidance, and community engagement facilitated by WB tokens.
Key facts
- Founded
- 2021
- Headquarters
- New York City, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 3 products and services
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