Algebraic Wealth Technologies specializes in developing and delivering turn-key technology solutions for the financial brokerage industry. The company's mission is to empower brokers by providing them with advanced, reliable, and scalable tools to manage their operations efficiently. Their core offerings include a Customer Relationship Management (CRM) system tailored for brokers, a Trader's Room (client portal), affiliate and IB management systems, and web trading platforms. They focus on being a B2B technology partner rather than a direct-to-consumer financial services provider.

Founded in

Canada