SMBs and financial service providers are overwhelmed by outdated tools, manual workflows, and slow adoption cycles. We deliver AI-enabled, turnkey technology that improves operational efficiency from day one without replacing people. Our solutions are built for speed, simplicity, and impact, helping teams work smarter and grow faster. Our AI-powered platform uses agentic workflows and powered by IBM Watson to automate client-facing services, enhance productivity, and reduce operational friction. Whether you're a credit union, CDFI, or growing business, WealthBuild helps you serve smarter, scale faster, and stay ahead without compromising trust.
| Website | http://www.wealthbuild.ai |
| Employees | 4 (1 on RocketReach) |
| Founded | 2023 |
| Industry | Technology, Information and Internet |
| Keywords | Digital Wealth Management, Ai Powered Investing, Artificial Intelligence Finance, Wealthtech Solutions, Automated Financial Advice, Wealth Management Technology, Financial Technology Solutions, Financial Planning Software, Portfolio Management Ai, Automated Investing Platform, Robo Advisor Platform, Machine Learning Finance, Algorithmic Portfolio Management, Future Of Finance, Algorithmic Trading, Data Driven Investing, Investment Automation |
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Mercedes Ortega-Kennedy is the Chief Marketing Officer - Corporate and Community Partnerships of WealthBuild.
1 people are employed at WealthBuild.
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