WealthTech
Curated by SignalWhite label robo advisory solutions for wealth managers and financial institutions.
Overview
WealthTech is a company that offers white label robo advisory solutions designed for wealth managers. These solutions allow wealth managers to provide automated investment advisory services under their own brand. The platform utilizes algorithms to create and manage diversified investment portfolios tailored to individual client risk profiles and financial goals. WealthTech's product offerings include wealth management platforms, software as a service (SaaS) solutions, a robo advisory chatbot, and a robo financial planning platform. The company targets banks, wealth firms, independent financial advisors, registered investment advisors, and mutual fund distributors, aiming to meet the demand for digitized financial planning and personalized wealth advice. WealthTech's services are intended to streamline advisory processes and enhance client engagement, while also focusing on data security through various protective measures.
Key facts
- Founded
- 2013
- Headquarters
- Mumbai, India
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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