WealthOK LLC is a financial technology company that operates as a digital investment advisor. The firm's mission is to make professional wealth management accessible and affordable by leveraging technology and AI. It provides automated investment services, also known as robo-advisory, which include creating and managing diversified investment portfolios tailored to individual client goals and risk tolerance. The platform is designed to simplify the investing process, offering services like portfolio rebalancing, tax-loss harvesting, and access to financial planning tools.

Founded in

India