Wealth Discovery Group was founded to simplify the complex process high-net-worth individuals face when searching for a suitable wealth manager. The company operates as an independent matching service, first understanding a client's unique financial situation, goals, and preferences. It then leverages its network of extensively vetted wealth management firms to introduce the client to a shortlist of 2-3 of the most appropriate managers, facilitating the selection process without charging the client a fee.

Founded in

India