They say that time is money. At WealthKit™ we bring together time and money through a blending of innovative and patent pending technologies to provide financial clarity to everyone as never before. At WealthKit™, we are digitizing state-of-the-art techniques for the management of wealth and debt, and making those tools available to the 99.9% that is currently under-served. The application uses big data and AI to provide structure and insights to the individuals and a near zero cost on-boarding and customer management tool for professionals. The platform utilizes a unique and very user-friendly UI/UX that does not require any sophistication on the part of the users. It is a premier education tool for learning about personal finance. For professionals, it allows massive scaling into new customer bases leading to increased revenues. It also addresses much of the new Department of Labor Fiduciary Rule requirements.
| Website | http://www.wealthkit.com |
| Employees | 3 (1 on RocketReach) |
| Address | 3150 Almaden Expy, San Jose, California, US |
| Industry | Software Development |
| Keywords | Financial Clarity, Financial Software, Financial Technology, Investment Software, Wealth Management, Personal Finance Software, Investment Management, Wealthtech, Personal Finance, Fintech, Financial Planning, Digital Finance, Portfolio Management, Online Investing, Retirement Planning, Automated Investing, Estate Planning, Robo Advisor, Tax Planning, Financial Advisor |
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William Schrader is the Advisory Board Member of WealthKit, Inc..
1 people are employed at WealthKit, Inc..
WealthKit, Inc. is based in San Jose, California.