Wealthstack, Inc. provides a comprehensive, unified operating system for financial advisors and wealth management firms. The company's mission is to eliminate the fragmented and outdated technology stacks that advisors often use by integrating key functionalities like Client Relationship Management (CRM), client portals, billing, and reporting into a single, seamless platform. Founded to modernize the advisor-tech landscape, Wealthstack aims to improve efficiency, enhance the client experience, and provide advisors with better tools for growing their business.

Founded in

Canada