Founded in 2021, WealthZoo provides a comprehensive B2B software-as-a-service (SaaS) platform designed for wealth management professionals. Its mission is to democratize wealth management by offering a simple, transparent, and affordable technology solution. The platform equips financial advisors, wealth managers, and enterprises with tools for client onboarding, risk profiling, portfolio management, goal-based investing, and reporting, aiming to streamline their operations and enhance client service.

Founded in

United States