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WealthTech is an early stage B2B digital finance company delivering personalized algorithmic financial advice through partnerships with global financial institutions.
WealthTech`s mission is to make sound financial advice accessible and useful for everyone regardless of their level of investable assets.
We help our partners codify, deliver and scale the best practices in advisory principles, differentiate their businesses and pass on significant advancements in financial technology and AI to their clients across the entire wealth spectrum.
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.