Wealthype is a wealthtech company that develops tailored products for financial advisors, aimed at optimizing commercial negotiations with clients. Plan.ai is an advanced analytics software that supports advisors in commercial planning with clients. Talk.ai is a content-as-a-service platform that facilitates active dialogue and the client acquisition process.
| Website | https://wealthype.ai/ |
| Employees | 18 (15 on RocketReach) |
| Founded | 2010 |
| Address | Via Camillo Finocchiaro Aprile, 14, Milan, Lombardy 20124, IT |
| Phone | +39 02 3674 0000 |
| Industry | IT System Custom Software Development |
| Keywords | Wealthtech Solutions, Wealth Management Software, Financial Technology Solutions, Wealthtech Platform, Financial Advisor Technology, Financial Planning Software, Digital Advice Platform, Investment Management Software, Business Development Tools, Advisor Productivity Tools, Crm For Financial Advisors, Client Relationship Management, Financial Advisor Crm, Client Onboarding Software, Advisor Workflow Automation, Proposal Generation Software |
| Competitors | Fidelity Investments, Schwab Advisor Services, SoFi, E*TRADE Bank c/o E*TRADE Financial, LLC, Betterment, Wealthfront, Acorns, Personal Capital, Stash, Ellevest +38 more (view full list) |
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Wealthype Questions
Raffaele Zenti is the Co-Founder at Wealthype.AI, Chief Artificial Intelligence Officer of Wealthype.
15 people are employed at Wealthype.
Wealthype is based in Milan, Lombardy.
Top Wealthype Employees
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Jacopo Mussa
Head of Sales at Wealthype
Milan, IT12 -
11
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Silvia Armanini
Responsabile risorse umane at Wealthype
Lombardy, Italy -
Kevin C.
Software Engineer at Wealthype
Milan, IT -
Ali Esmaeili
Data Scientist at Wealthype
Milan, IT
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