We Provide Consolidation, Analytics And Reporting That Fuels The Wealthtech Industry

About Us - Wealthbrain

Our Journey So Far...

Our Wealthtech offering was conceptualized in 2019. It was an ideation from experts in the banking, finance and technology industry. Wealthbrain is a cloud-based portfolio management system that helps in the consolidation, analytics, and wealth reporting of financial and lifestyle investments on a single platform. Wealthbrain empowers wealth management companies, wealth managers, family offices, and high net worth individuals. We are connected with global private banks, custodians & investment firms across geographies and jurisdictions.

The Wealthbrain platform automates your entire investment portfolio. It transforms massive portfolio data into insightful analytics. Thus providing a holistic view of the portfolio as well as customized reporting of individual asset classes.

This helps to have an overview of the portfolio and make informed decisions at the right time.

Meet Our Team

Meet our passionate team who aims to achieve high in what they set their mind on and take pride in what they work on.

Rahul Dewan

Co-Founder & Chief Technology Officer

Janish Khurana - Wealthbrain - Business Development Head

Janish Khurana

Co-Founder & Chief Business Officer

Be a Part Of Our Team

Our Values

We add value to your business by harnessing technology to achieve better financial outcomes.

Integrity

We abide by the quality of honesty and integrity. We never compromise on our client's trust.

Innovation

As a cloud-based portfolio management system, we are constantly innovating to create a one-stop solution for the wealth management industry.

Hard work

We believe that continuous hard work combined with smart work enables us to achieve the best results in a disciplined manner. We ensure to work hard to provide the best user experience to our clients.

Commitment

We are consistent with our commitments and try to deliver ahead of our commitments.

Passion

Passion is the spark that drives us forward to achieve the best at what we do. We work towards automating the wealth tech industry.

Simplicity

We believe that simplicity promotes better outcomes and reduces confusion. Thus we have made the Wealthbrain dashboard simple and easy to navigate.

Our Mission

Our mission as a wealth tech portfolio management system is to provide the highest level of the customer experience through the digitalization and democratization of technology in the wealth management sector

By automating the consolidation of multi-asset class financial investments and lifestyle assets on one platform.

By empowering our clients with data-driven analytical insights to aid in making intelligent investment decisions.

By creating a unified ecosystem for products and services required by Investment Advisors and end-users.

Our Vision

Our vision is to continuously innovate to offer best-in-class wealth tech features for portfolio management. Be the one-stop solution for the wealth management sector, Empowering the client segments we cater to

Get A Demo For Your Customized Solutions

Talk to us to learn more about our offerings. We would be delighted to speak to you.