Wealthbot.io is a business-to-business (B2B) technology company that offers a white-label digital wealth management and robo-advisor platform. Founded in 2013, the company's mission is to empower financial professionals, including Registered Investment Advisors (RIAs) and broker-dealers, with the technology to automate and scale their operations. The platform provides tools for automated client onboarding, portfolio rebalancing, billing, and reporting, allowing financial firms to offer their own branded robo-advisor services to compete in the modern digital landscape.

Founded in

United States