WealthTech is an early stage B2B digital finance company delivering personalized algorithmic financial advice through partnerships with global financial institutions. Our mission is to make sound financial advice accessible and useful for everyone regardless of their level of investable assets. We help our partners codify, deliver and scale the best practices in advisory principles, differentiate their businesses and pass on significant advancements in financial technology and AI to their clients across the entire wealth spectrum. Wealth Technologies Inc. was acquired by MoneyLion in 2020.
| Website | https://wealthtech.com |
| Revenue | $5 million |
| Employees | 1 (1 on RocketReach) |
| Founded | 2016 |
| Address | 521 5th Avenue 37th Floor, New York, New York 10175, US |
| Industry | Financial Services, GPS, Fintech, Hardware, Startup, Navigation and Mapping, Wealth-Management, B2B, Digital Finance |
| Keywords | Digital Finance, Wealth Tech, Algorithmic Investing, Personalized Financial Advice, Wealth Management, Financial Technology, Investment Advice, Digital Wealth Management, B2b Fintech, Robo Advisor, Financial Planning, Fintech Solutions, Automated Investing, Portfolio Management, Investment Platform, Asset Management, Retirement Planning, Online Investing, Global Finance |
| Competitors | Fidelity Investments, Vanguard, Schwab Advisor Services, Merrill Edge, E*TRADE Bank c/o E*TRADE Financial, LLC, Robinhood, Betterment, Wealthfront, Acorns, Personal Capital +49 more (view full list) |
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The Wealth Technologies Inc. annual revenue was $5 million in 2026.
1 people are employed at Wealth Technologies Inc..
Wealth Technologies Inc. is based in New York, New York.
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