WealthKit is a B2B financial technology company that offers an all-in-one digital platform designed to empower financial advisors. Their mission is to provide advisors with the tools they need to efficiently manage their practice, streamline operations, and enhance client engagement. The platform integrates key functionalities such as client relationship management (CRM), financial planning tools, portfolio management, automated billing, and a branded client portal, allowing advisory firms to offer a modern, customized digital experience under their own brand.

Founded in

United States