Founded in 2015, Wealth XYZ is a financial technology company dedicated to providing sophisticated, data-driven wealth management and advisory services. The firm's mission is to combine advanced algorithmic trading with personalized human oversight to help clients, primarily high-net-worth individuals and families, achieve their long-term financial goals. Their platform offers services including bespoke portfolio management, retirement planning, tax-loss harvesting, and estate advisory, aiming to make institutional-grade investment strategies more accessible.

Founded in

United States