WealthCloud is a technology company that has developed a comprehensive, cloud-based platform designed specifically for financial advisors and wealth management professionals. Its mission is to streamline the entire client lifecycle, from initial data gathering and onboarding to complex estate and financial planning. The platform integrates various tools for creating visual financial plans, managing client data, generating proposals, and facilitating collaboration between advisors, clients, and their legal or accounting professionals, aiming to enhance efficiency and improve the client experience.

Founded in

United States