WealthMeUp is a registered investment adviser that builds embedded, white-labeled investing into the apps people already use. We help banks, credit unions, and brands engage the next generation, by turning financial engagement into ownership. For banks and credit unions: we meet members the moment they're most engaged, right after they learn about money, and give them a personalized, professionally managed portfolio. Engagement becomes stickier members, more deposits, and lasting loyalty. For e-commerce brands: we turn promotional spend into lasting loyalty. Instead of discounts that erode margin, brands reward their customers with investments in their own name, a reward that grows over time and deepens the relationship. Your brand, our engine: we run the investing end to end — account opening, KYC, portfolio management, and reporting — so you can offer modern, personalized investing without building it yourself.
| Website | https://wealthmeup.ai/ |
| Employees | 11 (8 on RocketReach) |
| Industry | Financial Services |
| Keywords | Personal Finance, Financial Planning, Financial Products, Financial Education, Money Management, Wealth Building, Financial Technology, Investment Platform, Financial Literacy, Financial Wellness, Investment Strategies, Gamified Investing, Automated Investing, Saving Strategies, Smart Investing, Budgeting Tools, Passive Income, Spending Habits |
| Competitors | Fidelity Investments, Schwab Advisor Services, Vanguard, Robinhood, Betterment, Wealthfront, Acorns, Personal Capital, Stash +40 more (view full list) |
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Feli Oikonomopoulou is the Founder and CEO, WealthMeUp of WealthMeUp.
8 people are employed at WealthMeUp.