WealthTech platform that enables Wealth Managers, Financial Advisors, Family Offices, and their clients to consolidate investments across custodians and asset classes, manage and analyze portfolios, and generate insights and reports.
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Website
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https://www.wealthbrain.com/
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Employees
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7
(5 on RocketReach)
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Founded
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2019 |
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Industry
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Financial Services
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Keywords
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Wealth Management,
Portfolio Management,
Wealth Management Software,
Asset Management,
Financial Planning,
Investment Management,
Investment Portfolio Management,
Portfolio Tracking,
Online Portfolio Management,
Financial Advisor Tools,
Financial Portfolio Software,
Financial Technology,
Portfolio Accounting,
Family Office Software,
Performance Reporting,
Risk Management Software,
High Net Worth Individuals,
Compliance Software
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Competitors
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Fidelity Investments,
Schwab Advisor Services,
Vanguard,
SoFi,
E*TRADE Bank c/o E*TRADE Financial, LLC,
Robinhood,
Betterment,
Wealthfront,
Acorns,
Personal Capital
+30 more
(view full list)
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