netWorth is a financial technology company that offers a comprehensive B2B Software-as-a-Service (SaaS) solution tailored for the wealth and asset management industry. Their platform digitizes and automates the entire client lifecycle, including client onboarding, portfolio management, fee calculation, and client reporting. The solution is designed to be fully branded and customizable, allowing financial institutions like wealth managers, family offices, and brokerages to enhance their operational efficiency and client experience under their own brand.

Founded in

Mexico