Founded in 2015, RobustWealth developed a comprehensive, white-label digital wealth management platform designed to empower financial advisors and enterprises. The platform automates various aspects of the advisory process, including client onboarding, goal-based planning, portfolio construction, automated rebalancing, and reporting. In 2018, RobustWealth was acquired by Principal Financial Group to enhance its technology offerings for financial advisors. The platform is now integrated into the parent company's ecosystem and is offered as "Principal® Custody Solutions, powered by RobustWealth".

Founded in

United States