WealthCo is a wealth management platform designed to empower independent financial advisors by unifying the advisor and client experience. The company provides a full suite of integrated technology, asset management, and business solutions, enabling advisors to build and manage a modern practice. Their offering aims to simplify operations, enhance client engagement, and facilitate growth by combining a modern tech stack with a flexible investment platform and a supportive business ecosystem. The company is an SEC-registered investment adviser.

Founded in

Australia