Avatar for WealthTab

Modular Platform for Financial Professionals

Modular Platform for Financial Professionals

Wealth Managers and Financial advisors are not effectively managing their practices based on problems as simple as client on-boarding to more complex ones like portfolio analytics. WealthTab's platform allows the professional to integrate with third-party services to optimize their workflow. The investor side of the platform is built to transparently and intuitively organize investment information and to promote interactivity with their advisor.
image

WealthTab hasn't added any jobs yet

Get notified when WealthTab posts new jobs.

See similar jobs
Founder of WealthTab. Background as an investment analyst and trader.