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 passionate team who aims to achieve high in what they set their mind on and take pride in what they work on.
Co-Founder & Chief Technology Officer
Co-Founder & Chief Business Officer
We add value to your business by harnessing technology to achieve better financial outcomes.
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
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
Talk to us to learn more about our offerings. We would be delighted to speak to you.
Get Our Brochure Into Your Inbox
Get to know more about us.
Book A Free Demo
Learn How We Make Portfolio Management Easier For You.
Subscribe
Get Latest Insights Of The Wealthtech Industry
