Wealth, legally known as Wealth Technologies Inc., provides a comprehensive and integrated platform of technology and services specifically designed for financial advisors. Founded by the creators of Halo Investing, the company's mission is to modernize the advisory industry by offering sophisticated tools for estate planning, tax optimization, and practice management. By consolidating these critical functions, Wealth aims to enhance the advisor and client experience, enabling advisors to provide more holistic and efficient service.

Founded in

United States