dwealth is a WealthTech company that offers a modern, cloud-native, and API-driven digital wealth management platform. Its services are designed for B2B clients, including banks, broker-dealers, Registered Investment Advisors (RIAs), and other fintech companies. The platform provides a comprehensive suite of modular services such as digital onboarding, portfolio management, trading and rebalancing, and analytics, enabling clients to quickly launch or enhance their own branded digital investment offerings.

Founded in

United States