SnapWealth, Inc. provides a modern, B2B software-as-a-service (SaaS) platform built to streamline the operations of financial advisors. The company's mission is to empower advisors by simplifying their workflow, from client onboarding and data gathering to generating investment proposals and creating one-click financial plans. The platform combines elements of a CRM and financial planning tool, featuring a client portal, digital onboarding, and automated plan generation to help advisors save time and enhance their client collaboration and service delivery.

Founded in

United States